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iShares Core MSCI EAFE ETF
IEFA

2,000 hedge funds and large institutions have $103B invested in iShares Core MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 906 increasing their positions, 601 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,252% more call options, than puts

Call options by funds: $5.71M | Put options by funds: $422K

197% more first-time investments, than exits

New positions opened: 285 | Existing positions closed: 96

51% more repeat investments, than reductions

Existing positions increased: 906 | Existing positions reduced: 601

8% more funds holding

Funds holding: 1,853 → 2,000 (+147)

0.02% more ownership

Funds ownership: 84.4% → 84.42% (+0.02%)

3% less capital invested

Capital invested by funds: $106B → $103B (-$3.63B)

3% less funds holding in top 10

Funds holding in top 10: 331 → 321 (-10)

Holders
2,000
Holders Change
+147
Holders Change %
+7.93%
% of All Funds
26.34%
Holding in Top 10
321
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.02%
% of All Funds
4.23%
New
285
Increased
906
Reduced
601
Closed
96
Calls
$5.71M
Puts
$422K
Net Calls
+$5.29M
Net Calls Change
-$3.04M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$673M
2
OMC
Old Mission Capital
Illinois
+$317M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M
4
Wells Fargo
Wells Fargo
California
+$248M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$192M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$404M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$291M
3
GC
Grimes & Company
Massachusetts
-$245M
4
Morgan Stanley
Morgan Stanley
New York
-$171M
5
Goldman Sachs
Goldman Sachs
New York
-$143M
Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
176
True Link Financial Advisors
California
$53M +$6.93M +93,924 +14%
CFO
177
Callan Family Office
Pennsylvania
$53M -$1.33M -18,034 -2%
4WM
178
49 Wealth Management
Texas
$52.7M +$9M +122,018 +19%
TCBWMS
179
Texas Capital Bank Wealth Management Services
Texas
$52.7M -$2.28M -30,880 -4%
CA
180
Clearstead Advisors
Ohio
$52.4M +$1.44M +19,491 +3%
KAS
181
Kestra Advisory Services
Texas
$51.9M +$3.11M +42,124 +6%
CFG
182
Compton Financial Group
Maryland
$51.9M +$3.33M +45,097 +6%
RFP
183
Roth Financial Partners
Texas
$51.7M +$3.79M +51,370 +8%
OWM
184
Orgel Wealth Management
Wisconsin
$51.7M +$1.72M +23,347 +3%
SPIA
185
Steward Partners Investment Advisory
New York
$50.5M +$2.23M +30,214 +4%
NMIMC
186
Northwestern Mutual Investment Management Company
Wisconsin
$50M – – –
IWC
187
Integrated Wealth Concepts
Massachusetts
$49.2M +$147K +1,992 +0.3%
FTWA
188
Fifth Third Wealth Advisors
Ohio
$48.9M +$4.72M +64,002 +10%
IWMA
189
Ironwood Wealth Management (Arizona)
Arizona
$48.8M +$5.18M +70,234 +11%
WFA
190
Wellspring Financial Advisors
Ohio
$48.4M +$46.5M +630,428 +117%
IL
191
Investure LLC
Virginia
$48.4M +$22.1M +300,048 +77%
CA
192
Cambridge Associates
Massachusetts
$48.3M +$2.81M +38,078 +6%
SFP
193
Shepherd Financial Partners
Massachusetts
$48.3M +$128K +1,730 +0.3%
QCG
194
Quadrant Capital Group
Ohio
$47.8M +$4.47M +60,650 +10%
MCM
195
Makena Capital Management
California
$47.7M +$50M +677,930 New
PS
196
Principal Securities
Iowa
$47.5M -$58.8M -797,669 -54%
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$47.4M +$317K +4,293 +0.7%
CCFCSB
198
Cape Cod Five Cents Savings Bank
Massachusetts
$46.9M – – –
FDP
199
Financiere des Professionnels
Quebec, Canada
$46.9M -$8.71M -118,000 -15%
AWM
200
Apollon Wealth Management
South Carolina
$46.3M +$5.11M +69,245 +12%
6 7
8
9 10

IEFA Hedge Fund Activity: Q4 2024 in Review

2,000 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q4 2024, worth a combined $103B — down 3.4% from $106B a quarter earlier.

Buyers outnumbered sellers: 285 funds opened new IEFA positions and 96 closed out — a net gain of 189 holders — while 906 added to existing stakes and 601 trimmed.

The largest buyer was Bank of America, adding an estimated $673M. The largest seller was BlackRock, cutting an estimated $404M.

  • 2,000 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q4 2024, up from 1,853 in Q3 2024.
  • Funds reported $103B of iShares Core MSCI EAFE ETF stock for Q4 2024, down 3.4% quarter-over-quarter.
  • 285 funds opened new iShares Core MSCI EAFE ETF positions in Q4 2024 and 96 closed out, a net change of +189 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q4 2024 was Bank of America, an estimated $673M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q4 2024 was BlackRock, an estimated $404M sold.

Based on aggregated 13F filings for Q4 2024.