IEFA icon

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 %
CIAS
601
Capital Investment Advisory Services
North Carolina
$4.47M +$263K +4,089 +6%
CFD
602
Creative Financial Designs
Indiana
$4.47M +$95.4K +1,482 +2%
CA
603
Continuum Advisory
Idaho
$4.46M +$73.7K +1,146 +2%
AW
604
Avion Wealth
Texas
$4.42M – – –
RPWA
605
Regent Peak Wealth Advisors
Georgia
$4.36M +$210K +3,270 +5%
LNWWM
606
Laird Norton Wetherby Wealth Management
California
$4.34M – – –
PFP
607
Pinnacle Financial Partners
Tennessee
$4.29M +$391K +6,070 +10%
RBC
608
Roble Belko & Company
Pennsylvania
$4.27M – – –
MCM
609
Monument Capital Management
Virginia
$4.23M -$8.48M -131,756 -67%
BRM
610
Boston Research & Management
Massachusetts
$4.2M +$32.2K +500 +0.8%
BSSFA
611
Baron Silver Stevens Financial Advisors
Florida
$4.19M +$89.3K +1,387 +2%
AWA
612
Aletheian Wealth Advisors
Washington
$4.18M +$9.52K +148 +0.2%
APW
613
Acima Private Wealth
Virginia
$4.14M -$4.12K -64 -0.1%
CIAS
614
CFS Investment Advisory Services
New Jersey
$4.14M -$62.4K -969 -1%
CM
615
Columbus Macro
Pennsylvania
$4.13M -$2.64M -41,019 -39%
GT
616
Glenmede Trust
Pennsylvania
$4.11M +$363K +5,646 +10%
FCIM
617
Fairview Capital Investment Management
California
$4.09M -$183K -2,850 -4%
DWT
618
Dorsey & Whitney Trust
South Dakota
$4.08M -$102K -1,578 -2%
BC
619
Bowman & Company
Wisconsin
$4.08M +$56.2K +874 +1%
WWP
620
Waypoint Wealth Partners
California
$4.06M -$90.9K -1,412 -2%
TC
621
TAGStone Capital
North Carolina
$4.03M +$16.9K +263 +0.4%
SC
622
Seldon Capital
California
$4.02M – – –
WWM
623
Western Wealth Management
Colorado
$4.01M +$78K +1,212 +2%
AP
624
Arlington Partners
Alabama
$4.01M +$1.13M +17,516 +39%
AT
625
Arlington Trust
Alabama
$4.01M +$4.01M +62,247 New
23 24
25
26 27