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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,979 hedge funds and large institutions have $103B invested in iShares Core MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 897 increasing their positions, 596 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,979
Holders Change
+139
Holders Change %
+7.55%
% of All Funds
26.35%
Holding in Top 10
320
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-2.74%
% of All Funds
4.26%
New
278
Increased
897
Reduced
596
Closed
95
Calls
$5.71M
Puts
$422K
Net Calls
+$5.29M
Net Calls Change
-$3.04M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$13.5B
2
OMC
Old Mission Capital
Illinois
$302M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.6B
4
Wells Fargo
Wells Fargo
California
$4.62B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$2.12B

Top Sellers

1
BlackRock
BlackRock
New York
$1.93B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$60.4M
3
GC
Grimes & Company
Massachusetts
$35.8M
4
Morgan Stanley
Morgan Stanley
New York
$6.89B
5
Goldman Sachs
Goldman Sachs
New York
$1.78B
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$13.5B +$642M +9,128,380 +5%
Morgan Stanley
2
Morgan Stanley
New York
$6.89B -$163M -2,320,174 -2%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$6.22B +$80.9M +1,150,886 +1%
Wells Fargo
4
Wells Fargo
California
$4.62B +$236M +3,362,038 +5%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$3.87B +$182M +2,594,394 +5%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$3.46B +$10.4M +148 +0.3%
LPL Financial
7
LPL Financial
California
$2.73B +$179M +2,548,622 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.65B -$80.1M -1,140,281 -3%
Raymond James Financial
9
Raymond James Financial
Florida
$2.64B +$2.64B +37,524,265 New
US Bancorp
10
US Bancorp
Minnesota
$2.31B +$3.26M +46,411 +0.1%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$2.28B +$150M +2,131,135 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.12B +$183M +2,608,901 +9%
BlackRock
13
BlackRock
New York
$1.93B -$385M -5,481,476 -17%
Goldman Sachs
14
Goldman Sachs
New York
$1.78B -$136M -1,933,741 -7%
UBS Group
15
UBS Group
Switzerland
$1.72B +$46.8M +665,390 +3%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.6B +$250M +3,557,370 +18%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$1.28B +$43.6M +619,678 +4%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$1.1B +$95M +1,352,274 +9%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$1.05B +$3.56M +50,690 +0.3%
M&T Bank
20
M&T Bank
New York
$999M +$12.1M +171,656 +1%
Betterment LLC
21
Betterment LLC
New York
$799M -$431K -6,139 -0.1%
Stifel Financial
22
Stifel Financial
Missouri
$706M +$27.8M +394,908 +4%
Ameriprise
23
Ameriprise
Minnesota
$676M -$15.3M -217,726 -2%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$638M -$89.2M -1,268,520 -12%
Cerity Partners
25
Cerity Partners
New York
$631M +$18.5M +262,968 +3%
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