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 %
PWM
376
Perigon Wealth Management
California
$13.3M +$350K +5,434 +3%
SWM
377
Segment Wealth Management
Texas
$13.2M -$673K -10,454 -5%
LBC
378
Lowe Brockenbrough & Co
Virginia
$13.1M -$47.8K -743 -0.4%
BBNA
379
Bremer Bank National Association
Minnesota
$13M -$589K -9,155 -4%
FFS
380
Founders Financial Securities
Maryland
$13M -$139K -2,162 -1%
LCC
381
Lincoln Capital Corp
Rhode Island
$12.9M -$51.4K -798 -0.4%
SFC
382
SYM Financial Corp
Indiana
$12.9M +$17.7K +275 +0.1%
EWA
383
Encompass Wealth Advisors
Oregon
$12.8M +$634K +9,854 +5%
MM
384
Main Management
California
$12.7M -$50.2K -780 -0.4%
CGA
385
Crescent Grove Advisors
Illinois
$12.7M +$754K +11,718 +6%
KFP
386
KMG Fiduciary Partners
Ohio
$12.4M -$136K -2,111 -1%
DRS
387
Deane Retirement Strategies
Louisiana
$12.4M +$26.6K +413 +0.2%
SC
388
Savant Capital
Illinois
$12.3M -$679K -10,550 -5%
DT
389
Daniels + Tansey
Delaware
$12.2M -$103M -378,645 -89%
RWP
390
Revolve Wealth Partners
New Jersey
$12.2M +$3.73M +57,964 +44%
TYCC
391
Texas Yale Capital Corp
Florida
$12.1M -$142K -2,199 -1%
GWM
392
Geneos Wealth Management
Colorado
$12.1M +$392K +6,084 +3%
CWM
393
Curi Wealth Management
North Carolina
$12M -$2.04M -31,725 -15%
ACA
394
Affinity Capital Advisors
California
$11.9M -$4.64M -72,136 -28%
TIM
395
Tortoise Investment Management
New York
$11.8M +$153K +2,383 +1%
RMC
396
Regis Management Company
California
$11.8M -$319K -4,950 -3%
PP
397
PDS Planning
Ohio
$11.8M +$840K +13,056 +8%
SCM
398
SCS Capital Management
Massachusetts
$11.7M -$1.66M -25,830 -12%
WCP
399
Wick Capital Partners
Pennsylvania
$11.7M +$11.1M +148,651 +1,863%
LS
400
Liquid Strategies
Georgia
$11.7M +$11.7M +184,192 New
14 15
16
17 18