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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 %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$469M +$141M +2,115,744 +43%
AssetMark Inc
27
AssetMark Inc
California
$469M +$24.6M +382,594 +6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$460M +$3.09M +47,946 +0.7%
Mariner
29
Mariner
Kansas
$454M -$55.3M -859,611 -11%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$439M -$3.92M -60,895 -0.9%
AllianceBernstein
31
AllianceBernstein
Tennessee
$433M -$10.3M -160,412 -2%
HighTower Advisors
32
HighTower Advisors
Illinois
$414M +$9.5M +147,554 +2%
Osaic Holdings
33
Osaic Holdings
Arizona
$384M +$101M +1,562,280 +35%
Charles Schwab
34
Charles Schwab
California
$375M +$198M +3,069,988 +111%
Franklin Resources
35
Franklin Resources
California
$360M +$33.2M +515,257 +10%
FCBT
36
First Citizens Bank & Trust
North Carolina
$359M +$42.6M +662,153 +13%
BP
37
Ballentine Partners
Massachusetts
$338M +$17.9M +277,959 +6%
NMIMC
38
Northwestern Mutual Investment Management Company
Wisconsin
$325M -$112M -1,746,800 -26%
KeyBank National Association
39
KeyBank National Association
Ohio
$318M -$6.5M -100,983 -2%
CAM
40
Cresset Asset Management
Illinois
$306M +$40.4M +628,416 +15%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$305M +$7.07M +109,875 +2%
SEI Investments
42
SEI Investments
Pennsylvania
$303M -$9.96M -154,731 -3%
CPCM
43
Cornerstone Partners Capital Management
Virginia
$287M -$36.4M -566,143 -11%
APF
44
Alaska Permanent Fund
Alaska
$281M -$45.9M -713,093 -14%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$273M +$6.45M +100,256 +2%
Members Trust
46
Members Trust
Florida
$270M +$3.68M +56,963 +1%
AA
47
Alesco Advisors
New York
$265M -$19.2M -297,682 -7%
GC
48
Grimes & Company
Massachusetts
$245M -$233K -3,619 -0.1%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$244M – – –
HCC
50
Hirtle Callaghan & Co
Pennsylvania
$234M +$6.22M +96,608 +3%
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