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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 %
PCMC
326
Private Capital Management (Colorado)
Colorado
$16.8M +$260K +4,036 +2%
SWM
327
Spire Wealth Management
Virginia
$16.7M +$1.76M +27,376 +12%
MW
328
MBL Wealth
North Carolina
$16.6M -$111K -1,723 -0.7%
SRSA
329
S.R. Schill & Associates
Washington
$16.6M -$500K -7,764 -3%
WS
330
Wela Strategies
Georgia
$16.5M +$318K +4,941 +2%
ONB
331
Old National Bancorp
Indiana
$16.5M +$1.2M +18,699 +8%
SIC
332
Sigma Investment Counselors
Michigan
$16.5M +$288K +4,470 +2%
DL
333
DOHJ LLC
Washington
$16.5M -$2.31M -36,380 -12%
CT
334
Coastline Trust
Rhode Island
$16.3M +$2.95M +45,836 +22%
NCM
335
Neumann Capital Management
California
$16.2M -$56.6K -880 -0.3%
HF
336
Halpern Financial
Virginia
$16.1M -$436K -6,769 -3%
Fisher Asset Management
337
Fisher Asset Management
Washington
$16M -$852K -13,247 -5%
CCM
338
Condor Capital Management
New Jersey
$15.8M +$485K +7,534 +3%
EWA
339
Exencial Wealth Advisors
Oklahoma
$15.7M +$762K +11,842 +5%
KPWS
340
Kestra Private Wealth Services
Texas
$15.7M +$184K +2,861 +1%
IAN
341
Integrated Advisors Network
Texas
$15.6M +$540K +8,390 +4%
WFA
342
West Financial Advisors
Iowa
$15.6M +$680K +10,564 +5%
SAM
343
Simplify Asset Management
Nevada
$15.3M -$614K -9,539 -4%
AI
344
Axiom Investors
Connecticut
$15.3M +$4.7M +73,100 +44%
CA
345
Crewe Advisors
Utah
$15.2M +$24.2K +376 +0.2%
HCM
346
Hudson Capital Management
New Jersey
$15.2M -$655K -10,186 -4%
AT
347
Arvest Trust
Oklahoma
$15.1M -$930K -14,457 -6%
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$15.1M +$1.95M +30,317 +15%
SC
349
Stephens Consulting
Michigan
$14.8M +$573K +8,910 +4%
SIA
350
Sovereign Investment Advisors
Arizona
$14.7M -$545K -8,470 -4%
12 13
14
15 16