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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 %
CAG
576
Csenge Advisory Group
Florida
$4.86M +$1.24M +19,335 +34%
PFBT
577
Parkside Financial Bank & Trust
Missouri
$4.84M +$3.88M +60,268 +405%
GW
578
GW & Wade
Massachusetts
$4.83M -$2.12K -33 -0%
BC
579
Brio Consultants
California
$4.82M -$149K -2,308 -3%
LG
580
Leuthold Group
Minnesota
$4.82M – – –
CA
581
Claro Advisors
Massachusetts
$4.82M +$1.21M +18,816 +34%
Bessemer Group
582
Bessemer Group
New Jersey
$4.81M +$333K +5,176 +7%
BCA
583
Bray Capital Advisors
Florida
$4.81M +$219K +3,401 +5%
NCM
584
Next Capital Management
New York
$4.78M +$271K +4,209 +6%
FGAM
585
Financial Gravity Asset Management
Texas
$4.77M +$4.32M +711,501 +977%
AWM
586
AAF Wealth Management
Massachusetts
$4.74M -$24.9K -387 -0.5%
TCM
587
Telos Capital Management
California
$4.74M -$64.9K -1,009 -1%
EA
588
Emerald Advisors
Washington
$4.68M +$177K +2,745 +4%
IP
589
Investment Partners
Ohio
$4.68M -$79.9K -1,241 -2%
SGAM
590
Stephens Group Asset Management
Arkansas
$4.66M -$4.07M -63,210 -47%
OWA
591
Outlook Wealth Advisors
Texas
$4.63M +$69.9K +1,087 +2%
MA
592
Mutual Advisors
Nebraska
$4.62M -$493K -7,657 -10%
ICM
593
Islay Capital Management
Texas
$4.54M +$2.03M +31,528 +81%
TWM
594
Tanglewood Wealth Management
Texas
$4.54M +$256K +3,974 +6%
TA
595
TFB Advisors
Kansas
$4.54M +$293K +4,557 +7%
MNBTD
596
Moody National Bank Trust Division
Texas
$4.53M +$171K +2,650 +4%
FSWA
597
Financial Synergies Wealth Advisors
Texas
$4.53M -$17.8K -276 -0.4%
BFG
598
Bleakley Financial Group
New Jersey
$4.53M -$128K -1,994 -3%
FFA
599
Farther Finance Advisors
California
$4.49M +$3.8M +58,980 +549%
FWM
600
Fortress Wealth Management
California
$4.47M +$1.54K +24 +0%
22 23
24
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