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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,777 hedge funds and large institutions have $102B invested in iShares Core MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 765 increasing their positions, 654 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,777
Holders Change
+42
Holders Change %
+2.42%
% of All Funds
25.76%
Holding in Top 10
343
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.48%
% of All Funds
4.97%
New
128
Increased
765
Reduced
654
Closed
65
Calls
$14.4M
Puts
$3.68M
Net Calls
+$10.7M
Net Calls Change
+$2.71M

Top Buyers

1
UBS AM
UBS AM
Illinois
$4.25B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$533M
3
Bank of America
Bank of America
North Carolina
$12.9B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$648M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.81B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.61B
2
Goldman Sachs
Goldman Sachs
New York
$2.36B
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$15.6M
4
Osaic Holdings
Osaic Holdings
Arizona
$118M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$12.9B +$294M +3,956,336 +2%
Morgan Stanley
2
Morgan Stanley
New York
$6.61B -$6.41B -86,354,663 -49%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$5.86B +$156M +2,100,536 +3%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$4.35B +$20.1M +270,565 +0.5%
UBS AM
5
UBS AM
Illinois
$4.25B +$4.25B +57,224,039 New
Wells Fargo
6
Wells Fargo
California
$4.23B +$42.6M +573,382 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.81B +$218M +2,936,392 +8%
BlackRock
8
BlackRock
New York
$2.63B -$141M -1,893,858 -5%
LPL Financial
9
LPL Financial
California
$2.47B -$93.2M -1,256,342 -4%
Goldman Sachs
10
Goldman Sachs
New York
$2.36B -$497M -6,693,376 -17%
US Bancorp
11
US Bancorp
Minnesota
$2.33B +$69.5M +936,321 +3%
RJA
12
Raymond James & Associates
Florida
$2.18B -$9.93M -133,828 -0.5%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2.07B +$60.5M +814,796 +3%
UBS Group
14
UBS Group
Switzerland
$1.77B +$14M +188,415 +0.8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.77B +$125M +1,679,610 +8%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.38B +$88.3M +1,189,139 +7%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$1.32B +$29.6M +398,157 +2%
M&T Bank
18
M&T Bank
New York
$1.12B -$38.2M -515,064 -3%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$1.11B -$3.48M -46,940 -0.3%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$948M +$29.9M +402,792 +3%
Betterment LLC
21
Betterment LLC
New York
$865M -$29.8M -401,217 -3%
Ameriprise
22
Ameriprise
Minnesota
$713M +$43.2M +578,933 +6%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$705M – – –
Stifel Financial
24
Stifel Financial
Missouri
$688M -$27.3M -367,941 -4%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$648M +$224M +3,023,700 +53%
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