IEFA icon

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 %
AA
351
Argent Advisors
Louisiana
$14.7M +$180K +2,791 +1%
GPA
352
Guidance Point Advisors
Massachusetts
$14.7M +$50.8K +789 +0.3%
RCA
353
Resonant Capital Advisors
Wisconsin
$14.6M +$385K +5,980 +3%
NFP
354
NorthLanding Financial Partners
New York
$14.5M +$1.05M +16,272 +8%
WA
355
Wealth Architects
California
$14.5M -$737K -11,446 -5%
HCMT
356
Highland Capital Management (Tennessee)
Tennessee
$14.5M +$77.7K +1,208 +0.5%
JWA
357
JFS Wealth Advisors
Pennsylvania
$14.4M +$1.59M +24,679 +12%
MWAM
358
Manhattan West Asset Management
California
$14.4M +$2.91M +46,933 +25%
ODG
359
O'Dell Group
Ohio
$14.3M +$732K +11,374 +5%
PAS
360
Park Avenue Securities
New York
$14.3M +$3.08M +47,908 +28%
KFAA
361
Klaas Financial Asset Advisors
Illinois
$14.2M -$32.4K -503 -0.2%
CWA
362
Core Wealth Advisors
Florida
$14.1M +$874K +13,578 +7%
MWP
363
MYCIO Wealth Partners
Pennsylvania
$14M +$693K +10,764 +5%
CA
364
Clearstead Advisors
Ohio
$14M +$7.79M +121,024 +126%
JFGIW
365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.9M +$774K +12,026 +6%
GIA
366
GHP Investment Advisors
Colorado
$13.9M +$697K +10,936 +5%
PRA
367
Pine Ridge Advisers
New York
$13.9M – – –
PGA
368
Portland Global Advisors
Maine
$13.8M +$885K +13,753 +7%
ELI
369
Empire Life Investments
Ontario, Canada
$13.8M +$227K +3,523 +2%
SGI
370
Summit Global Investments
Utah
$13.8M +$1.51M +23,464 +12%
OCM
371
One Capital Management
California
$13.6M -$2.8M -43,578 -17%
FCA
372
FinTrust Capital Advisors
South Carolina
$13.6M +$439K +6,823 +3%
LC
373
LCNB Corp
Ohio
$13.6M +$10.1K +157 +0.1%
FDCC
374
Foster Dykema Cabot & Co
Massachusetts
$13.4M -$345K -5,359 -3%
PPWP
375
Proquility Private Wealth Partners
Nevada
$13.4M +$46.9K +729 +0.4%
13 14
15
16 17