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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 %
MPW
451
MA Private Wealth
California
$9.13M -$22.4M -348,550 -71%
MCC
452
Money Concepts Capital
Florida
$8.95M +$293K +4,546 +3%
SF
453
Safeguard Financial
Wisconsin
$8.94M +$1.82M +28,303 +26%
SPP
454
Single Point Partners
Massachusetts
$8.89M -$947K -15,167 -10%
CWM
455
Chicago Wealth Management
Illinois
$8.86M -$74.2K -1,153 -0.8%
FWM
456
FFT Wealth Management
Pennsylvania
$8.78M – – –
ZIM
457
Zacks Investment Management
Illinois
$8.74M +$540K +8,396 +7%
GIA
458
Gladstone Institutional Advisory
Florida
$8.7M +$428K +6,655 +5%
OHWP
459
Oak Harbor Wealth Partners
North Carolina
$8.66M +$523K +8,122 +6%
IC
460
IEQ Capital
California
$8.5M +$117K +1,825 +1%
CIBC World Market
461
CIBC World Market
Ontario, Canada
$8.44M +$822K +12,775 +11%
FIM
462
Freedom Investment Management
Connecticut
$8.39M +$482K +7,483 +6%
TPCW
463
TD Private Client Wealth
New York
$8.32M +$555K +8,624 +7%
AIA
464
Alera Investment Advisors
Illinois
$8.28M -$47.3K -735 -0.6%
ACP
465
Aveo Capital Partners
Colorado
$8.25M -$415K -6,452 -5%
NB
466
NBT Bank
New York
$8.24M +$51.3K +797 +0.6%
FTWA
467
Fifth Third Wealth Advisors
Ohio
$8.2M +$4.94M +76,760 +152%
SWA
468
Stratos Wealth Advisors
Ohio
$8.18M +$636K +9,880 +8%
TIA
469
Tiemann Investment Advisors
California
$8.16M +$643K +9,990 +9%
MWA
470
Motive Wealth Advisors
Michigan
$8.13M -$38.8K -603 -0.5%
HR
471
Hardy Reed
Mississippi
$8.12M – – –
CST
472
Charles Schwab Trust
Nevada
$8.1M -$1.07M -16,621 -12%
LWM
473
Liberty Wealth Management
California
$8.09M +$1.11M +17,214 +16%
CPIG
474
Chicago Partners Investment Group
Illinois
$8.07M -$868K -14,003 -10%
AHC
475
Anderson Hoagland & Co
Missouri
$8.06M -$25.9K -403 -0.3%
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