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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 %
RWG
276
Ratio Wealth Group
Colorado
$20.6M +$352K +5,472 +2%
SAS
277
Sage Advisory Services
Texas
$20.5M +$1.4M +21,772 +7%
American Century Companies
278
American Century Companies
Missouri
$20.3M +$1.9M +29,600 +10%
NL
279
NWAM LLC
Washington
$20.2M +$1.28M +19,826 +7%
VVP
280
Venture Visionary Partners
Ohio
$20.2M +$2.26M +35,133 +13%
AL
281
Aspiriant LLC
California
$20.2M +$4.29M +66,675 +27%
GWSA
282
Global Wealth Strategies & Associates
Colorado
$20.1M +$1.23M +19,086 +7%
CI
283
CX Institutional
Indiana
$19.8M +$12.1M +188,610 +158%
MWM
284
Marion Wealth Management
Pennsylvania
$19.7M +$405K +6,291 +2%
NEI
285
Northwest & Ethical Investments
Ontario, Canada
$19.6M +$1.56M +24,300 +9%
PCIG
286
Partners Capital Investment Group
Massachusetts
$19.5M +$2.34M +36,343 +14%
BB
287
Berkshire Bank
Massachusetts
$19.2M +$312K +4,849 +2%
CL
288
Choreo LLC
Illinois
$19.2M -$317K -4,919 -2%
FCAM
289
First Citizens Asset Management
North Carolina
$19.1M +$2.41M +37,448 +14%
MF
290
Montis Financial
Massachusetts
$19.1M -$477K -7,416 -2%
PAG
291
Private Advisor Group
New Jersey
$19M +$422K +6,553 +2%
DAS
292
Dynamic Advisor Solutions
Arizona
$18.8M +$1.61M +24,968 +9%
LFA
293
Legacy Financial Advisors
Kentucky
$18.7M +$262K +4,076 +1%
FWM
294
Fairhaven Wealth Management
Illinois
$18.7M +$407K +6,328 +2%
GDP
295
Great Diamond Partners
Maine
$18.6M -$64.9K -1,008 -0.3%
BOPW
296
Brandywine Oak Private Wealth
Pennsylvania
$18.6M +$817K +12,697 +5%
TCM
297
Twele Capital Management
Minnesota
$18.5M -$7.34K -114 -0%
ACS
298
Archford Capital Strategies
Illinois
$18.5M +$22.1K +343 +0.1%
LWA
299
LWS Wealth Advisors
New Jersey
$18.4M +$13.7K +213 +0.1%
AIM
300
Allen Investment Management
New York
$18.4M – – –
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