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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 %
JHCP
526
Jackson Hole Capital Partners
Oklahoma
$6.38M -$238K -3,704 -4%
IC
527
Iconiq Capital
California
$6.36M – – –
WFS
528
Widmann Financial Services
Maryland
$6.34M +$114K +1,776 +2%
Toronto Dominion Bank
529
Toronto Dominion Bank
Ontario, Canada
$6.32M +$6.32M +98,163 New
I2I
530
Insight 2811 Inc
Illinois
$6.3M +$4.35M +67,555 +222%
RWPA
531
Richard W. Paul & Associates
Michigan
$6.22M +$164K +2,547 +3%
SAM
532
Sawgrass Asset Management
Florida
$6.16M +$6.16M +95,685 New
OPWM
533
Oakwell Private Wealth Management
Texas
$6.13M -$20.3K -316 -0.3%
CA
534
Cornerstone Advisory
Maryland
$6.07M +$53.5K +831 +0.9%
State of Tennessee, Department of Treasury
535
State of Tennessee, Department of Treasury
Tennessee
$6.03M -$532K -8,269 -8%
RSWM
536
Robertson Stephens Wealth Management
California
$6.03M -$3.33M -51,728 -36%
SIM
537
Stratos Investment Management
Ohio
$6.02M +$10.8K +168 +0.2%
OFG
538
Omega Financial Group
California
$5.95M +$10.6K +165 +0.2%
RTL
539
Red Tortoise LLC
Georgia
$5.94M – – –
IIC
540
Integrated Investment Consultants
Michigan
$5.9M -$52.3K -812 -0.9%
YIA
541
YHB Investment Advisors
Connecticut
$5.88M +$118K +1,828 +2%
AWM
542
Abound Wealth Management
Tennessee
$5.85M +$37.1K +576 +0.6%
RA
543
Rodgers & Associates
Pennsylvania
$5.84M -$38.9K -604 -0.7%
JJBC
544
James J. Burns & Company
New York
$5.79M +$361K +5,604 +7%
Deutsche Bank
545
Deutsche Bank
Germany
$5.77M -$18.4K -286 -0.3%
PS
546
Planned Solutions
California
$5.73M +$58K +902 +1%
WFA
547
Wade Financial Advisory
California
$5.71M +$40.5K +629 +0.7%
BBWP
548
Beacon Bridge Wealth Partners
Pennsylvania
$5.67M +$125K +1,947 +2%
CWA
549
Continuum Wealth Advisors
New York
$5.66M +$346K +5,373 +7%
CWM
550
Calamos Wealth Management
Illinois
$5.66M +$208K +3,236 +4%
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