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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 %
BWM
726
Boyd Wealth Management
California
$2.57M -$123K -1,907 -5%
EIP
727
Ellis Investment Partners
Pennsylvania
$2.56M +$103K +1,599 +4%
WAP
728
Wealthcare Advisory Partners
Pennsylvania
$2.54M -$189K -2,940 -7%
HT
729
Heritage Trust
Oklahoma
$2.5M -$50K -777 -2%
PAM
730
Palisade Asset Management
Minnesota
$2.49M -$20.9K -325 -0.8%
MBFW
731
Morton Brown Family Wealth
Pennsylvania
$2.48M -$157K -2,441 -6%
DADC
732
D.A. Davidson & Co
Montana
$2.45M +$259K +4,027 +12%
TFS
733
Thoroughbred Financial Services
Tennessee
$2.44M +$525K +8,162 +27%
WS
734
Wedbush Securities
California
$2.43M +$127K +1,979 +6%
JWM
735
JGP Wealth Management
Oregon
$2.43M +$111K +1,723 +5%
AF
736
Affiance Financial
Minnesota
$2.41M +$1.93K +30 +0.1%
CIA
737
Choate Investment Advisors
Massachusetts
$2.4M +$1.6M +24,820 +199%
4FG
738
4Thought Financial Group
New York
$2.4M +$128K +1,990 +6%
SAM
739
Silvercrest Asset Management
New York
$2.39M -$167K -2,601 -7%
VI
740
Vestcor Inc
New Brunswick, Canada
$2.38M -$849K -13,200 -26%
VA
741
Valmark Advisers
Ohio
$2.37M +$346K +5,381 +17%
FNWM
742
Financial Network Wealth Management
Utah
$2.36M -$267K -4,207 -10%
LT
743
Legacy Trust
Michigan
$2.35M +$450K +7,000 +24%
LC
744
Lavaca Capital
Texas
$2.35M +$10.3K +160 +0.4%
AC
745
Apella Capital
Connecticut
$2.35M -$29.6K -460 -1%
RA
746
Rational Advisors
New York
$2.31M -$20.1M -312,471 -90%
IC
747
Innealta Capital
Texas
$2.3M -$497K -7,731 -18%
3IP
748
3Chopt Investment Partners
Virginia
$2.28M +$1.99M +31,000 +692%
HA
749
Hofer & Associates
California
$2.28M +$45.2K +702 +2%
BWCS
750
Beirne Wealth Consulting Services
Connecticut
$2.26M – – –
28 29
30
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