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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 %
TOTSC
501
Trustees of the Smith College
Massachusetts
$7.23M -$5.21M -80,964 -42%
MG
502
Mather Group
Illinois
$7.23M +$130K +2,014 +2%
EFL
503
ERn Financial LLC
Wisconsin
$7.18M +$75.9K +1,179 +1%
FAM
504
Family Asset Management
South Carolina
$7.18M +$876K +13,611 +14%
KWMG
505
King Wealth Management Group
Florida
$7.14M +$16.6K +258 +0.2%
RIG
506
Ramiah Investment Group
Wisconsin
$7.1M +$1.78M +27,689 +34%
AWM
507
Axxcess Wealth Management
California
$7.08M +$1.35M +21,015 +24%
AFO
508
Allie Family Office
Florida
$7.02M -$473K -7,350 -6%
HWM
509
HB Wealth Management
Georgia
$6.96M -$1.82M -28,270 -21%
FCH
510
Freestone Capital Holdings
Washington
$6.94M +$115K +1,793 +2%
SSWM
511
Smith Salley Wealth Management
North Carolina
$6.83M +$107K +1,657 +2%
CCB
512
Country Club Bank
Missouri
$6.81M -$84.8K -1,314 -1%
CIM
513
CIM Investment Management
Pennsylvania
$6.75M -$15.4K -240 -0.2%
WIM
514
Westside Investment Management
California
$6.74M -$965 -15 -0%
MBT
515
Montecito Bank & Trust
California
$6.71M +$353K +5,492 +6%
TCA
516
Transcend Capital Advisors
New Jersey
$6.63M -$174K -2,706 -3%
ACM
517
Armbruster Capital Management
New York
$6.59M -$165K -2,557 -2%
ECM
518
Evergreen Capital Management
Washington
$6.57M +$144K +2,242 +2%
CS
519
Comerica Securities
Michigan
$6.54M -$1.74M -27,032 -21%
DWM
520
Defined Wealth Management
Oregon
$6.46M +$236K +3,666 +4%
PSCM
521
Per Stirling Capital Management
Texas
$6.46M +$114K +1,775 +2%
VA
522
Verdad Advisers
Massachusetts
$6.44M +$6.44M +100,000 New
HWP
523
Highline Wealth Partners
California
$6.41M +$561K +8,721 +10%
WPW
524
Waldron Private Wealth
Pennsylvania
$6.39M +$25.4K +395 +0.4%
BRWA
525
B. Riley Wealth Advisors
Florida
$6.38M -$1.19M -18,427 -16%
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