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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 %
PWA
401
Physician Wealth Advisors
Utah
$11.7M -$46.1K -723 -0.4%
PW
402
Peninsula Wealth
California
$11.6M -$8.99K -145 -0.1%
T. Rowe Price Associates
403
T. Rowe Price Associates
Maryland
$11.4M -$6.46M -100,329 -36%
GBT
404
Grove Bank & Trust
Florida
$11.2M -$181K -2,817 -2%
FCT
405
Family Capital Trust
Massachusetts
$11.2M -$75.4K -1,172 -0.7%
ML
406
McAdam LLC
Pennsylvania
$11.2M +$1.41M +21,846 +14%
TCB
407
Texas Capital Bancshares
Texas
$11.1M +$1.41M +21,875 +15%
CFGS
408
Concourse Financial Group Securities
Alabama
$10.9M +$1.09M +17,016 +11%
SMI
409
Shelter Mutual Insurance
Missouri
$10.9M -$737K -11,450 -6%
SRC
410
Sage Rhino Capital
California
$10.9M +$348K +5,415 +3%
BG
411
Bahl & Gaynor
Ohio
$10.9M +$187K +2,912 +2%
CTC
412
Central Trust Company
Missouri
$10.7M +$302K +4,686 +3%
CG
413
Colony Group
Massachusetts
$10.7M -$4.41M -68,567 -29%
OFW
414
Omnia Family Wealth
Florida
$10.7M -$333K -5,172 -3%
FHA
415
First Horizon Advisors
Tennessee
$10.7M +$196K +3,050 +2%
TPWA
416
TRUE Private Wealth Advisors
Oregon
$10.7M +$4.63M +71,985 +77%
WFA
417
Wellspring Financial Advisors
Ohio
$10.5M +$193 +3 +0%
PI
418
Parkside Investments
Illinois
$10.5M +$1.22M +18,910 +13%
ABC
419
Associated Banc-Corp
Wisconsin
$10.5M +$256K +3,979 +3%
WP
420
WealthShield Partners
North Carolina
$10.5M +$841K +13,067 +9%
EFS
421
Econ Financial Services
Pennsylvania
$10.4M +$7.75M +120,442 +290%
HCA
422
Harbour Capital Advisors
Virginia
$10.4M +$444K +6,896 +4%
MWM
423
Marietta Wealth Management
Georgia
$10.4M +$2.2M +34,265 +27%
SQA
424
Simon Quick Advisors
New Jersey
$10.4M -$449K -6,983 -4%
HAS
425
Holland Advisory Services
Florida
$10.3M -$173K -2,690 -2%
15 16
17
18 19