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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 %
Cerity Partners
51
Cerity Partners
New York
$234M -$155M -2,405,440 -40%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$231M -$842K -13,079 -0.4%
AAS
53
Avantax Advisory Services
Texas
$230M +$4.84M +75,231 +2%
FT
54
Fiduciary Trust
Massachusetts
$213M +$32.6M +506,244 +18%
BB
55
Bell Bank
North Dakota
$194M +$979K +15,219 +0.5%
S
56
SignatureFD
Georgia
$188M -$75.7M -1,176,493 -29%
FLPIM
57
F.L. Putnam Investment Management
Massachusetts
$185M +$12.8M +198,342 +7%
Allspring Global Investments
58
Allspring Global Investments
North Carolina
$184M +$1.25M +19,450 +0.7%
Creative Planning
59
Creative Planning
Kansas
$184M +$19.2M +298,998 +12%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$175M +$968K +15,046 +0.6%
MWM
61
Mission Wealth Management
California
$170M +$22.8M +354,749 +15%
HTC
62
Haverford Trust Company
Pennsylvania
$168M -$4.95M -76,974 -3%
FHB
63
First Hawaiian Bank
Hawaii
$168M -$670K -10,414 -0.4%
GT
64
Greenleaf Trust
Michigan
$168M +$3.62M +56,255 +2%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$165M +$134M +2,089,356 +444%
FCAS
66
First Command Advisory Services
Texas
$160M +$160M +2,486,211 +9,208,189%
CS
67
Credit Suisse
Switzerland
$159M – – –
BBHC
68
Brown Brothers Harriman & Co
New York
$157M -$6.52M -101,374 -4%
BL
69
Balentine LLC
Georgia
$157M +$5.56M +86,364 +4%
RIG
70
RiverFront Investment Group
Virginia
$156M -$39.4M -612,759 -20%
RIA
71
Retirement Investment Advisors
Oklahoma
$153M +$45.3M +704,203 +42%
Northern Trust
72
Northern Trust
Illinois
$151M -$19.7M -305,852 -12%
MML Investors Services
73
MML Investors Services
Massachusetts
$148M +$23.4M +362,996 +19%
MWM
74
Modera Wealth Management
New Jersey
$148M +$7.26M +112,817 +5%
PFA
75
Pure Financial Advisors
California
$145M +$1.21M +18,743 +0.8%
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