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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 %
WA
676
Wealth Alliance
New York
$3.18M -$858K -13,331 -21%
CGFA
677
Colton Groome Financial Advisors
North Carolina
$3.17M -$1.21M -18,729 -28%
FTS
678
Fifth Third Securities
Ohio
$3.14M +$80.2K +1,246 +3%
CFP
679
Cypress Financial Planning
New Jersey
$3.12M -$58.3K -906 -2%
SL
680
SWMG LLC
Texas
$3.1M -$20.8K -323 -0.7%
KCM
681
Kanawha Capital Management
Virginia
$3.1M -$5.79K -90 -0.2%
APWM
682
Atlas Private Wealth Management
New York
$3.09M +$115K +1,794 +4%
BIA
683
Bigelow Investment Advisors
Maine
$3.07M -$29.7K -461 -1%
PM
684
Pembroke Management
Quebec, Canada
$3.06M +$39.1K +608 +1%
AWM
685
Avior Wealth Management
Nebraska
$3.06M +$137K +2,128 +5%
CTA
686
Chesley Taft & Associates
Illinois
$3.05M -$42K -653 -1%
IA
687
IFG Advisory
Georgia
$3.04M -$298K -4,624 -9%
FWP
688
FAS Wealth Partners
Kansas
$3.02M -$46.3K -720 -2%
NFG
689
Nations Financial Group
Iowa
$3.02M +$126K +1,965 +4%
CAC
690
Certified Advisory Corp
Florida
$3.02M -$34.8K -541 -1%
DB
691
Dravo Bay
Delaware
$2.99M -$26.6K -413 -0.9%
Empower Advisory Group
692
Empower Advisory Group
Colorado
$2.98M +$23K +358 +0.8%
JWCA
693
J.W. Cole Advisors
Florida
$2.96M -$130K -2,026 -4%
BWM
694
Brown Wealth Management
Illinois
$2.94M +$507K +7,877 +21%
FBA
695
Front Barnett Associates
Illinois
$2.93M -$91.7K -1,425 -3%
PFM
696
Phillips Financial Management
Indiana
$2.92M -$35.6K -553 -1%
MCCA
697
Mill Creek Capital Advisors
Pennsylvania
$2.89M -$4.25K -66 -0.1%
HCM
698
Hollencrest Capital Management
California
$2.88M -$28.7K -446 -1%
PFM
699
Peak Financial Management
Massachusetts
$2.87M -$2.4M -37,360 -46%
SFA
700
Source Financial Advisors
New York
$2.87M -$382K -5,932 -12%
26 27
28
29 30