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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 %
MFA
551
Mayflower Financial Advisors
Massachusetts
$5.59M +$60K +932 +1%
PCA
552
Providence Capital Advisors
North Carolina
$5.58M +$237K +3,685 +4%
AM
553
AGF Management
Ontario, Canada
$5.57M +$22.2K +345 +0.4%
BHWA
554
Beacon Harbor Wealth Advisors
Virginia
$5.54M +$21.2K +329 +0.4%
SIM
555
Strategic Investment Management
Virginia
$5.52M – – –
SS
556
Simplicity Solutions
Minnesota
$5.44M +$351K +5,461 +7%
TTWM
557
TCV Trust & Wealth Management
Virginia
$5.39M -$10.5K -163 -0.2%
WWA
558
WCG Wealth Advisors
Nevada
$5.36M +$186K +2,893 +4%
LWANC
559
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.35M +$4.38K +68 +0.1%
PAG
560
Paladin Advisory Group
Iowa
$5.31M +$650K +10,094 +14%
PL
561
Plancorp LLC
Missouri
$5.29M +$3.49M +54,278 +194%
WDG
562
Wealth Dimensions Group
Ohio
$5.26M -$15.9K -247 -0.3%
BWM
563
Birchcreek Wealth Management
Ohio
$5.24M +$506K +7,865 +11%
ATPW
564
Ashton Thomas Private Wealth
Arizona
$5.23M -$936K -14,539 -15%
BWL
565
Bogart Wealth LLC
Virginia
$5.12M – – –
PTC
566
Private Trust Company
Ohio
$5.1M +$118K +1,834 +2%
MHWM
567
Montz Harcus Wealth Management
Louisiana
$5.09M +$20.3K +315 +0.4%
VWA
568
Visionary Wealth Advisors
Illinois
$5.07M +$360K +5,602 +8%
AI
569
Auour Investments
Massachusetts
$5.06M -$101K -1,563 -2%
CWM
570
Cahaba Wealth Management
Georgia
$4.95M +$6.89K +107 +0.1%
AIM
571
Aspen Investment Management
Michigan
$4.95M +$47.7K +741 +1%
SF
572
Summit Financial
New Jersey
$4.93M -$26.6K -414 -0.5%
Lido Advisors
573
Lido Advisors
California
$4.89M -$855K -13,281 -15%
RIA
574
Regal Investment Advisors
Michigan
$4.89M -$5.99K -93 -0.1%
IF
575
Intrua Financial
Texas
$4.86M -$390K -6,057 -7%
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