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iShares Core MSCI EAFE ETF

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: 1,8532,000 (+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: 331321 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$13.5B +$673M +9,128,380 +5%
Morgan Stanley
2
Morgan Stanley
New York
$6.89B -$171M -2,320,174 -2%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$6.22B +$84.9M +1,150,886 +1%
Wells Fargo
4
Wells Fargo
California
$4.62B +$248M +3,362,038 +5%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$3.87B +$191M +2,594,394 +5%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$3.46B +$10.9K +148 +0.3%
LPL Financial
7
LPL Financial
California
$2.73B +$188M +2,548,622 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.65B -$84.1M -1,140,281 -3%
Raymond James Financial
9
Raymond James Financial
Florida
$2.64B +$2.77B +37,524,265 New
US Bancorp
10
US Bancorp
Minnesota
$2.31B +$3.42M +46,411 +0.1%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$2.28B +$157M +2,131,135 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.12B +$192M +2,608,901 +9%
BlackRock
13
BlackRock
New York
$1.93B -$404M -5,481,476 -17%
Goldman Sachs
14
Goldman Sachs
New York
$1.78B -$143M -1,933,741 -7%
UBS Group
15
UBS Group
Switzerland
$1.72B +$49.1M +665,390 +3%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.6B +$262M +3,557,370 +18%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.28B +$45.7M +619,678 +4%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$1.1B +$99.8M +1,352,274 +9%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$1.05B +$3.74M +50,690 +0.3%
M&T Bank
20
M&T Bank
New York
$999M +$12.7M +171,656 +1%
Betterment LLC
21
Betterment LLC
New York
$799M -$453K -6,139 -0.1%
Stifel Financial
22
Stifel Financial
Missouri
$706M +$29.1M +394,908 +4%
Ameriprise
23
Ameriprise
Minnesota
$676M -$16.1M -217,726 -2%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$638M -$93.6M -1,268,520 -12%
Cerity Partners
25
Cerity Partners
New York
$631M +$19.4M +262,968 +3%

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.