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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 %
AAS
651
Ameritas Advisory Services
Nebraska
$3.52M +$2.1M +32,939 +149%
Nisa Investment Advisors
652
Nisa Investment Advisors
Missouri
$3.5M +$238K +3,700 +7%
SIA
653
Soltis Investment Advisors
Utah
$3.5M +$37.4K +581 +1%
MCA
654
MSH Capital Advisors
Arizona
$3.47M -$78.1K -1,213 -2%
PAMG
655
Patton Albertson Miller Group
Tennessee
$3.46M -$123K -1,919 -3%
OC
656
Oppenheimer & Co
New York
$3.46M +$241K +3,738 +7%
CFO
657
CVA Family Office
Colorado
$3.44M -$12.6K -196 -0.4%
ES
658
Eagle Strategies
New York
$3.39M -$30.9K -480 -0.9%
GTAM
659
Global Trust Asset Management
Florida
$3.37M -$5.47K -85 -0.2%
KFP
660
KB Financial Partners
New Jersey
$3.37M – – –
GM
661
GeoWealth Management
Illinois
$3.36M -$123K -1,911 -4%
WPWM
662
Windward Private Wealth Management
Kansas
$3.35M -$9.97K -155 -0.3%
WIA
663
World Investment Advisors
California
$3.34M +$10.7K +167 +0.3%
Koshinski Asset Management
664
Koshinski Asset Management
Illinois
$3.31M -$160K -2,485 -5%
WP
665
WealthSource Partners
California
$3.29M -$357K -5,555 -10%
PFS
666
Prospera Financial Services
Texas
$3.28M +$1.24M +19,340 +61%
ATC
667
Argent Trust Co
Tennessee
$3.28M +$15.3K +237 +0.5%
STA
668
Summit Trail Advisors
New York
$3.26M -$52.4K -814 -2%
Millennium Management
669
Millennium Management
New York
$3.25M -$1.77M -27,570 -35%
BCM
670
Brookstone Capital Management
Illinois
$3.24M -$326K -5,204 -9%
BSW
671
Buckingham Strategic Wealth
Missouri
$3.23M +$478K +7,432 +17%
HSWM
672
Hubbell Strickland Wealth Management
Louisiana
$3.21M +$79.3K +1,234 +3%
SXL
673
Summit X LLC
Missouri
$3.21M +$109K +1,695 +4%
MFG
674
MidWestOne Financial Group
Iowa
$3.19M +$2.08M +32,256 +185%
EFM
675
Eley Financial Management
Vermont
$3.19M +$7.23K +112 +0.2%
25 26
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