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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 %
SFS
626
Sowell Financial Services
Arkansas
$3.96M +$199K +3,085 +5%
ST
627
Spinnaker Trust
Maine
$3.96M +$53.7K +835 +1%
SFM
628
Signet Financial Management
New Jersey
$3.96M -$114K -1,778 -3%
PWAG
629
Polaris Wealth Advisory Group
California
$3.95M +$3.95M +61,407 New
IWM
630
IHT Wealth Management
Illinois
$3.95M +$633K +9,838 +19%
USAA
631
United Services Automobile Association
Texas
$3.89M -$568K -8,834 -13%
RWP
632
RWA Wealth Partners
Massachusetts
$3.83M +$55.8K +867 +1%
ICP
633
Interchange Capital Partners
Pennsylvania
$3.83M +$30K +466 +0.8%
HNWAG
634
High Net Worth Advisory Group
Florida
$3.78M -$29.7K -462 -0.8%
MIA
635
MainStreet Investment Advisors
Illinois
$3.78M -$711K -11,046 -16%
EWA
636
EP Wealth Advisors
California
$3.77M -$32M -497,278 -89%
CA
637
Centerpoint Advisors
Massachusetts
$3.77M – – –
FAM
638
Frontier Asset Management
Wyoming
$3.73M +$155K +2,406 +4%
SSW
639
Smith Shellnut Wilson
Mississippi
$3.73M -$142K -2,210 -4%
PA
640
Prism Advisors
California
$3.71M -$8.37K -130 -0.2%
Principal Financial Group
641
Principal Financial Group
Iowa
$3.66M -$661K -10,268 -15%
SS
642
Sunbelt Securities
Texas
$3.65M -$25.7K -399 -0.7%
AL
643
ADE LLC
Maryland
$3.63M -$79.3K -1,232 -2%
RZH
644
Relyea Zuckerberg Hanson
Connecticut
$3.62M +$56.6K +880 +2%
TC
645
TownSquare Capital
Utah
$3.62M +$82K +1,274 +2%
SGCA
646
Steel Grove Capital Advisors
Tennessee
$3.58M -$1.2M -18,611 -25%
EW
647
Element Wealth
Mississippi
$3.56M +$19.8K +307 +0.6%
FG
648
Fiduciary Group
Georgia
$3.54M +$18.1K +282 +0.5%
FUBT
649
First United Bank & Trust
Maryland
$3.54M -$43.4K -675 -1%
HIA
650
Harbor Investment Advisory
Maryland
$3.52M +$158K +2,463 +5%
24 25
26
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