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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 %
RTC
426
Riverview Trust Company
Washington
$10.3M -$837 -13 -0%
HIMC
427
Heritage Investors Management Corp
Maryland
$10.3M -$30.1K -467 -0.3%
COPPSERS
428
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.3M +$1.93M +30,000 +23%
SFO
429
Stokes Family Office
Louisiana
$10.1M -$10.4M -161,870 -51%
AA
430
Ancora Advisors
Ohio
$10M -$1.06M -16,458 -10%
AFC
431
Adaptive Financial Consulting
Ohio
$10M +$198K +3,073 +2%
NWM
432
Northcape Wealth Management
New York
$10M +$67K +1,041 +0.7%
VC
433
Veery Capital
Delaware
$9.88M -$208K -3,236 -2%
SF
434
Synovus Financial
Georgia
$9.79M +$621K +9,650 +7%
GVAG
435
Great Valley Advisor Group
Delaware
$9.77M +$401K +6,231 +4%
Susquehanna International Group
436
Susquehanna International Group
Pennsylvania
$9.76M +$4.07M +63,318 +72%
ADL
437
Asset Dedication LLC
California
$9.59M -$477K -7,401 -5%
BMCM
438
Bryn Mawr Capital Management
Pennsylvania
$9.57M +$8.04M +124,963 +527%
SW
439
SVB Wealth
Massachusetts
$9.55M -$3.93M -61,051 -29%
CWM
440
Concentric Wealth Management
California
$9.53M +$107K +1,665 +1%
SWP
441
Summit Wealth Partners
Florida
$9.5M +$346K +5,380 +4%
FA
442
FDx Advisors
Illinois
$9.4M -$971K -15,083 -9%
PCM
443
Piedmont Capital Management
Montana
$9.4M -$102K -1,590 -1%
MFC
444
Morris Financial Concepts
South Carolina
$9.38M +$212K +3,295 +2%
MPCG
445
Matrix Private Capital Group
New York
$9.25M +$896K +13,924 +11%
GWMIA
446
Global Wealth Management Investment Advisory
Florida
$9.24M +$502K +7,798 +6%
HCA
447
Heck Capital Advisors
Wisconsin
$9.21M +$1.93M +30,065 +27%
LL
448
LPWM LLC
Minnesota
$9.21M +$250K +3,946 +3%
ISWM
449
Independent Solutions Wealth Management
New York
$9.19M -$83.3K -1,294 -0.9%
AIA
450
Arbor Investment Advisors
North Carolina
$9.17M +$57.9K +899 +0.6%
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