iShares Core MSCI EAFE ETF
IEFA
1,786 hedge funds and large institutions have $102B invested in iShares Core MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 770 increasing their positions, 657 reducing their positions, and 66 closing their positions.
290% more call options, than puts
Call options by funds: $14.4M | Put options by funds: $3.68M
95% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 66
17% more repeat investments, than reductions
Existing positions increased: 770 | Existing positions reduced: 657
2% more funds holding
Funds holding: 1,744 → 1,786 (+42)
1% more funds holding in top 10
Funds holding in top 10: 340 → 345 (+5)
4% more capital invested
Capital invested by funds: $98B → $102B (+$4.26B)
3.21% less ownership
Funds ownership: 91.8% → 88.59% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$4.07B |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$349M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$282M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$215M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$209M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.15B |
| 2 |
Goldman Sachs
New York
|
-$476M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$232M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$210M |
| 5 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
-$151M |
IEFA Hedge Fund Activity: Q1 2024 in Review
1,786 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q1 2024, worth a combined $102B — up 4.4% from $98B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new IEFA positions and 66 closed out — a net gain of 63 holders — while 770 added to existing stakes and 657 trimmed.
The largest buyer was UBS AM, opening a new position worth an estimated $4.07B. The largest seller was Morgan Stanley, cutting an estimated $6.15B.
- 1,786 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q1 2024, up from 1,744 in Q4 2023.
- Funds reported $102B of iShares Core MSCI EAFE ETF stock for Q1 2024, up 4.4% quarter-over-quarter.
- 129 funds opened new iShares Core MSCI EAFE ETF positions in Q1 2024 and 66 closed out, a net change of +63 holders.
- The largest iShares Core MSCI EAFE ETF buyer in Q1 2024 was UBS AM, an estimated $4.07B added.
- The largest iShares Core MSCI EAFE ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.15B sold.
Based on aggregated 13F filings for Q1 2024.