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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 %
JPG
251
Jordan Park Group
California
$23.2M -$2.23M -34,615 -9%
UOMF
252
University of Massachusetts Foundation
Massachusetts
$23.1M – – –
HW
253
Hancock Whitney
Mississippi
$23.1M +$1.1M +17,078 +5%
TF
254
Trek Financial
Arizona
$23.1M -$646K -10,040 -3%
ICG
255
InterOcean Capital Group
Tennessee
$23.1M +$8.41M +130,618 +57%
DMIC
256
Dixon Mitchell Investment Counsel
British Columbia, Canada
$23.1M – – –
RWB
257
RMR Wealth Builders
New Jersey
$22.9M +$2.83M +43,993 +14%
WPC
258
Wedmont Private Capital
Pennsylvania
$22.8M +$877K +13,746 +4%
RJT
259
Raymond James Trust
Florida
$22.6M +$419K +6,505 +2%
FCI
260
Financial Counselors Inc
Kansas
$22.5M +$2.13M +33,031 +10%
PA
261
Probity Advisors
Texas
$22.5M +$90.7K +1,410 +0.4%
BWP
262
BSW Wealth Partners
Colorado
$22.5M +$545K +8,470 +2%
SWP
263
Stratos Wealth Partners
Ohio
$22.2M +$1.07M +16,575 +5%
CCM
264
Causeway Capital Management
California
$22.1M +$22.1M +343,100 New
SF
265
Symphony Financial
Texas
$22.1M +$7.43M +116,125 +51%
VFA
266
Valeo Financial Advisors
Indiana
$22M +$1.51M +23,434 +7%
CA
267
Cetera Advisors
Colorado
$21.9M +$3.36M +52,154 +18%
JF
268
JSF Financial
California
$21.8M +$221K +3,440 +1%
RVPG
269
Relative Value Partners Group
$21.7M -$2.52M -39,159 -10%
IGAM
270
iA Global Asset Management
Quebec, Canada
$21.3M -$11.2K -174 -0.1%
RDFA
271
Ritter Daniher Financial Advisory
Ohio
$21.2M +$525K +8,158 +3%
DJFS
272
Dean Jacobson Financial Services
Texas
$21.2M +$305K +4,734 +1%
SIA
273
Strategic Investment Advisors
Michigan
$21.2M +$21.2M +328,733 New
BMD
274
Better Money Decisions
New Mexico
$20.9M +$741K +11,519 +4%
RCG
275
Rock Creek Group
District of Columbia
$20.6M +$7.16M +82,289 +53%
9 10
11
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