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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 %
William Blair & Company
201
William Blair & Company
Illinois
$45.2M +$3.12M +40,014 +7%
CFO
202
Colony Family Offices
North Carolina
$44.6M +$662K +8,486 +2%
KA
203
Klingman & Associates
New York
$44.2M +$1.08M +13,847 +3%
LIA
204
LBMC Investment Advisors
Tennessee
$44M +$1.92M +24,610 +5%
AWM
205
AE Wealth Management
Kansas
$43.7M +$30.4M +389,240 +229%
SFBLI
206
Southern Farm Bureau Life Insurance
Mississippi
$43.4M – – –
AL
207
Aspiriant LLC
California
$43.2M +$3.93M +50,350 +10%
Victory Capital Management
208
Victory Capital Management
Texas
$43.1M +$3.21M +41,181 +8%
DCM
209
Disciplina Capital Management
Tennessee
$43M +$34.3M +439,747 +396%
AI
210
Atria Investments
North Carolina
$43M -$1.61M -20,589 -4%
NQWM
211
Northwest Quadrant Wealth Management
Oregon
$42.8M -$1.3M -16,631 -3%
WA
212
Waddell & Associates
Tennessee
$42.3M +$1.24M +15,837 +3%
WFAG
213
Wescott Financial Advisory Group
Pennsylvania
$42.1M +$1.63M +20,859 +4%
WFA
214
Wellspring Financial Advisors
Ohio
$42.1M +$1.12M +14,298 +3%
DC
215
Davenport & Co
Virginia
$42.1M +$1.21M +15,566 +3%
BOH
216
Bank of Hawaii
Hawaii
$41.7M +$126K +1,611 +0.3%
RWP
217
Revolve Wealth Partners
New Jersey
$41.5M +$798K +10,224 +2%
AWA
218
Alaska Wealth Advisors
Alaska
$41M -$979K -12,540 -2%
IGAM
219
iA Global Asset Management
Quebec, Canada
$40.9M +$6.04M +77,376 +17%
SWA
220
Strategies Wealth Advisors
Michigan
$40.6M -$799K -10,243 -2%
GGS
221
Galvin Gaustad & Stein
Arizona
$40.1M -$1.91M -24,469 -5%
LSAG
222
Lake Street Advisors Group
New Hampshire
$39.7M -$190K -2,439 -0.5%
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$39M -$1.52M -19,642 -4%
BPA
224
Beacon Pointe Advisors
California
$39M -$979K -12,546 -2%
CSIA
225
Conrad Siegel Investment Advisors
Pennsylvania
$38.2M +$404K +5,178 +1%
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