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 %
WAM
701
Wakefield Asset Management
Colorado
$2.86M +$45.1K +701 +2%
CI Investments Inc
702
CI Investments Inc
Ontario, Canada
$2.86M -$166K -2,583 -5%
GT
703
Glenview Trust
Kentucky
$2.8M +$21K +327 +0.8%
PBF
704
Petix & Botte Financial
California
$2.8M -$50.2K -780 -2%
CA
705
CSM Advisors
Pennsylvania
$2.8M – – –
BAG
706
Briggs Advisory Group
Rhode Island
$2.79M -$38K -590 -1%
PG
707
Patten Group
Tennessee
$2.79M -$74.8K -1,163 -3%
KWM
708
Kingsview Wealth Management
Oregon
$2.76M +$1.56M +24,184 +129%
CWM
709
Certus Wealth Management
California
$2.76M -$1.96M -30,436 -42%
CIR
710
Clear Investment Research
Georgia
$2.76M +$49.3K +766 +2%
LNC
711
Lincoln National Corp
Pennsylvania
$2.76M +$323K +5,015 +13%
SWM
712
Shelton Wealth Management
Texas
$2.73M +$201K +3,129 +8%
GCA
713
Greenwood Capital Associates
South Carolina
$2.7M -$1.31M -20,303 -33%
KIG
714
Kowal Investment Group
Wisconsin
$2.7M +$39.1K +607 +1%
MIM
715
Macroview Investment Management
Maryland
$2.68M -$1.22K -19 -0%
Luther King Capital Management (LKCM)
716
Luther King Capital Management (LKCM)
Texas
$2.68M -$5.16M – –
MWP
717
Madison Wealth Partners
Wisconsin
$2.67M -$13.3K -207 -0.5%
RC
718
Roundview Capital
New Jersey
$2.67M +$4.38K +68 +0.2%
AFS
719
Annapolis Financial Services
Maryland
$2.66M -$32.5K -505 -1%
AWM
720
Accurate Wealth Management
Florida
$2.66M +$614K +9,567 +30%
HR
721
Howe & Rusling
New York
$2.66M +$148K +2,303 +6%
EWM
722
Endowment Wealth Management
Wisconsin
$2.64M +$22.8K +355 +0.9%
WA
723
Waverly Advisors
Alabama
$2.64M -$387K -6,009 -13%
AG
724
Ascent Group
Virginia
$2.64M -$44.6K -695 -2%
CT
725
Columbia Trust
Oregon
$2.6M +$40.1K +623 +2%
27 28
29
30 31