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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
301
Congress Wealth Management
Massachusetts
$18.3M +$240K +3,725 +1%
FMWA
302
Forvis Mazars Wealth Advisors
Missouri
$18.2M -$468K -7,273 -3%
FNBTCON
303
First National Bank & Trust Co of Newtown
Pennsylvania
$18M -$315K -4,888 -2%
MWA
304
Martel Wealth Advisors
Washington
$18M -$772 -12 -0%
ISB
305
Iowa State Bank
Iowa
$18M +$812K +12,626 +5%
PAS
306
Professional Advisory Services
Florida
$17.9M +$204K +3,163 +1%
AWM
307
Apollon Wealth Management
South Carolina
$17.8M +$1.19M +18,524 +7%
Citigroup
308
Citigroup
New York
$17.7M +$2.54M +39,546 +17%
TCM
309
Towercrest Capital Management
Pennsylvania
$17.7M -$128K -1,994 -0.7%
LRWA
310
Long Run Wealth Advisors
New York
$17.7M +$696K +10,815 +4%
GRP
311
Global Retirement Partners
California
$17.6M +$454K +7,245 +3%
MWM
312
MTC Wealth Management
Florida
$17.5M +$640K +9,942 +4%
MAM
313
Meeder Asset Management
Ohio
$17.4M -$222K -3,443 -1%
UWPG
314
Ullmann Wealth Partners Group
Florida
$17.4M -$1.52M -23,579 -8%
WPA
315
West Paces Advisors
Georgia
$17.3M -$127K -1,977 -0.7%
BCM
316
Becker Capital Management
Oregon
$17.2M -$181K -2,805 -1%
NW
317
NewEdge Wealth
Pennsylvania
$17.2M +$1.56M +24,201 +10%
CIC
318
Cutler Investment Counsel
Oregon
$17.2M -$426K -6,618 -2%
BFM
319
Broadview Financial Management
Wisconsin
$17.1M -$276K -4,288 -2%
WFAG
320
Wescott Financial Advisory Group
Pennsylvania
$17.1M +$813K +12,640 +5%
FAIM
321
Financial Advocates Investment Management
Washington
$17M +$1.51M +23,337 +10%
WA
322
WBH Advisory
Maryland
$16.9M +$1.42M +22,105 +9%
CB
323
Commerce Bank
Missouri
$16.8M -$322K -4,997 -2%
WT
324
Washington Trust
Rhode Island
$16.8M +$658K +10,233 +4%
KWM
325
Kaydan Wealth Management
Michigan
$16.8M -$7.49M -116,446 -31%
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