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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 %
NRW
476
Nova R Wealth
Kansas
$8M -$99.1K -1,540 -1%
TWM
477
Tanager Wealth Management
United Kingdom
$7.99M -$294K -4,575 -4%
AWM
478
Aprio Wealth Management
Georgia
$7.97M +$311K +4,835 +4%
ASN
479
Advisory Services Network
Georgia
$7.95M +$399K +6,193 +5%
TA
480
Tectonic Advisors
Texas
$7.94M – – –
EL
481
EWA LLC
Pennsylvania
$7.91M +$222K +3,439 +3%
SHFA
482
SC&H Financial Advisors
Maryland
$7.86M +$255K +3,964 +3%
SPC
483
Sigma Planning Corp
Michigan
$7.84M +$86.7K +1,348 +1%
KHC
484
Koesten Hirschmann & Crabtree
Kansas
$7.83M +$122K +1,891 +2%
GL
485
Graypoint LLC
New York
$7.83M -$77K -1,196 -1%
PGFC
486
Peapack-Gladstone Financial Corp
New Jersey
$7.81M +$300K +4,667 +4%
SW
487
SkyOak Wealth
Michigan
$7.79M +$510K +7,923 +7%
WB
488
Webster Bank
Connecticut
$7.7M -$169K -2,624 -2%
SCA
489
Snowden Capital Advisors
New York
$7.69M -$118K -1,826 -2%
CI
490
Conning Inc
Connecticut
$7.65M -$2.33M -36,230 -23%
EI
491
Ellevest Inc
New York
$7.62M -$90.7K -1,409 -1%
AI
492
ArchPoint Investors
Florida
$7.58M – – –
WA
493
Wealthstream Advisors
New York
$7.57M -$57.7K -896 -0.8%
LCWP
494
Legacy Capital Wealth Partners
Arkansas
$7.47M +$2.42M +37,645 +48%
PIMG
495
Patriot Investment Management Group
Tennessee
$7.42M +$99.6K +1,548 +1%
FDCDDQ
496
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.42M +$113K +1,750 +2%
EPA
497
Element Pointe Advisors
Florida
$7.4M +$3.14M +48,815 +74%
RPC
498
Rossmore Private Capital
Connecticut
$7.36M +$437K +6,791 +6%
CFO
499
Custos Family Office
Texas
$7.32M +$7.32M +113,815 New
TDWM
500
Topel & Distasi Wealth Management
California
$7.23M +$115K +1,783 +2%
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