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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,573 hedge funds and large institutions have $81B invested in iShares Core MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 713 increasing their positions, 545 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
–
Holders Change %
0%
% of All Funds
25.08%
Holding in Top 10
308
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.33%
% of All Funds
4.91%
New
97
Increased
713
Reduced
545
Closed
78
Calls
$10.3M
Puts
$3.98M
Net Calls
+$6.36M
Net Calls Change
+$22.8M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$703M
2
Bank of America
Bank of America
North Carolina
+$273M
3
Charles Schwab
Charles Schwab
California
+$198M
4
FCAS
First Command Advisory Services
Texas
+$160M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$141M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$692M
2
BCIM
Bishop & Co Investment Management
Pennsylvania
-$325M
3
Cerity Partners
Cerity Partners
New York
-$155M
4
UCFA
United Capital Financial Advisors
Texas
-$140M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Cranbrook Wealth Management
Michigan
$27.2M +$340K +5,289 +1%
TFO
227
Tarbox Family Office
California
$27.1M -$7.3M -113,421 -21%
AWS
228
Atria Wealth Solutions
New York
$27.1M +$1.64M +25,556 +6%
KAS
229
Kestra Advisory Services
Texas
$26.6M +$2.28M +35,450 +9%
AIM
230
Acropolis Investment Management
Missouri
$26M -$23.2K -360 -0.1%
CFS
231
CGC Financial Services
Oregon
$25.5M -$138K -2,142 -0.5%
GLA
232
Great Lakes Advisors
Illinois
$25.5M -$191K -2,967 -0.7%
SAG
233
SageView Advisory Group
California
$25.5M +$1.38M +21,446 +6%
NEAM
234
New England Asset Management
Connecticut
$25.4M – – –
GFA
235
Gallagher Fiduciary Advisors
Illinois
$25.2M -$1.31M -20,310 -5%
IL
236
Investure LLC
Virginia
$25.1M -$2.9M -45,084 -10%
SPIA
237
Strategic Point Investment Advisors
Rhode Island
$25M +$389K +6,048 +2%
SIRP
238
Shelter Insurance Retirement Plan
Missouri
$24.9M – – –
SIC
239
Shoker Investment Counsel
Ohio
$24.7M -$636K -9,876 -3%
WT
240
Whittier Trust
California
$24.7M +$1.03M +15,963 +4%
Brown Advisory
241
Brown Advisory
Maryland
$24.7M -$1.44M -22,430 -6%
CFP
242
Catalyst Financial Partners
Massachusetts
$24.7M +$1.91M +29,653 +8%
BBA
243
BLB&B Advisors
Pennsylvania
$24.5M -$258K -4,009 -1%
Victory Capital Management
244
Victory Capital Management
Texas
$24.2M +$4.9M +76,142 +25%
VFIC
245
Valley Forge Investment Consultants
Pennsylvania
$24.1M +$4.25M +66,063 +21%
OCG
246
Opus Capital Group
Ohio
$24M +$1.25M +19,368 +5%
AI
247
Atria Investments
North Carolina
$23.8M +$4.58M +71,130 +24%
WTC
248
WhitTier Trust Company
Nevada
$23.6M +$396K +6,154 +2%
SHWM
249
Smith & Howard Wealth Management
Georgia
$23.4M -$517K -8,038 -2%
RI
250
RPTC Inc
Wyoming
$23.4M – – –
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