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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,841 hedge funds and large institutions have $106B invested in iShares Core MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 782 increasing their positions, 634 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,841
Holders Change
+44
Holders Change %
+2.45%
% of All Funds
26.63%
Holding in Top 10
329
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.9%
% of All Funds
4.76%
New
143
Increased
782
Reduced
634
Closed
72
Calls
$12.4M
Puts
$4.06M
Net Calls
+$8.33M
Net Calls Change
+$37.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$786M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$229M
3
SP
Stairway Partners
Illinois
+$220M
4
Prudential Financial
Prudential Financial
New Jersey
+$202M
5
Wells Fargo
Wells Fargo
California
+$181M

Top Sellers

1
Jane Street
Jane Street
New York
-$957M
2
Goldman Sachs
Goldman Sachs
New York
-$388M
3
AA
Alesco Advisors
New York
-$203M
4
OMC
Old Mission Capital
Illinois
-$196M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
176
Compton Financial Group
Maryland
$54.2M +$2.27M +29,092 +4%
WPC
177
Wedmont Private Capital
Pennsylvania
$53.9M +$5.25M +68,506 +11%
SPIA
178
Steward Partners Investment Advisory
New York
$53.7M +$13.7M +175,748 +34%
SFP
179
Shepherd Financial Partners
Massachusetts
$53.5M +$470K +6,020 +0.9%
RFP
180
Roth Financial Partners
Texas
$53.4M +$2.03M +26,023 +4%
FWI
181
Facet Wealth Inc
Maryland
$53.1M +$3.77M +50,920 +8%
DLDF
182
Dan L. Duncan Foundation
Texas
$52.4M – – –
TLFA
183
True Link Financial Advisors
California
$51.5M +$3.63M +46,494 +8%
CA
184
Cambridge Associates
Massachusetts
$50.6M +$9.51M +121,857 +23%
Thrivent Financial for Lutherans
185
Thrivent Financial for Lutherans
Minnesota
$50.5M -$7.79M -99,868 -13%
VFA
186
Valeo Financial Advisors
Indiana
$50.1M +$3.39M +43,456 +7%
LNB
187
Ledyard National Bank
$49.9M +$505K +6,466 +1%
PCIA
188
Prime Capital Investment Advisors
Kansas
$49.6M +$547K +7,011 +1%
CCA
189
Conservest Capital Advisors
Pennsylvania
$49.4M +$3.68M +49,634 +8%
FTWA
190
Fifth Third Wealth Advisors
Ohio
$49.3M +$9.99M +128,042 +25%
4WM
191
49 Wealth Management
Texas
$49M +$48.8M +625,037 +22,427%
IWMA
192
Ironwood Wealth Management (Arizona)
Arizona
$48.7M +$1.73M +22,152 +4%
PCWA
193
Pacific Capital Wealth Advisors
California
$48.7M -$1.03M -13,138 -2%
QCG
194
Quadrant Capital Group
Ohio
$48.4M -$3.07M -39,357 -6%
MW
195
Marcum Wealth
Ohio
$47.5M -$224K -2,868 -0.5%
CCFCSB
196
Cape Cod Five Cents Savings Bank
Massachusetts
$46.9M +$750K +9,615 +2%
BWM
197
Brickley Wealth Management
California
$46.6M +$64.9K +832 +0.1%
WA
198
Wilshire Advisors
California
$46.2M +$387K +4,957 +0.8%
AWM
199
Apollon Wealth Management
South Carolina
$46M +$1.26M +16,206 +3%
BFPW
200
BOK Financial Private Wealth
Colorado
$45.5M -$1.86M -23,878 -4%
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