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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 %
PP
751
PrairieView Partners
Minnesota
$2.26M +$76K +1,182 +3%
PIA
752
Panoramic Investment Advisors
Colorado
$2.24M +$2.24M +34,885 New
TI
753
tru Independence
Oregon
$2.24M -$83.3K -1,294 -4%
DP
754
Denver PWM
Colorado
$2.21M -$25.2K -397 -1%
1WA
755
180 Wealth Advisors
Washington
$2.21M +$1.03K +16 +0%
LIM
756
Leavell Investment Management
Alabama
$2.21M -$163K -2,528 -7%
WSFS
757
Wilmington Savings Fund Society
Delaware
$2.18M -$122K -1,899 -5%
CG
758
Cynosure Group
Utah
$2.16M +$2.16M +33,590 New
CIBC Private Wealth Group
759
CIBC Private Wealth Group
Georgia
$2.14M +$167K +2,599 +8%
PPC
760
Park Place Capital
Alabama
$2.14M +$415K +6,445 +24%
CL
761
COWA LLC
Oklahoma
$2.13M +$51.7K +804 +2%
NL
762
NEPC LLC
Massachusetts
$2.13M -$125M -1,936,722 -98%
LF
763
Lee Financial
Texas
$2.13M -$1.09M -16,961 -34%
HI
764
Harbour Investments
Wisconsin
$2.13M -$501K -7,784 -19%
SRC
765
Shufro Rose & Co
New York
$2.12M +$306K +4,749 +17%
NSIM
766
North Star Investment Management
Illinois
$2.12M -$116K -1,799 -5%
WIP
767
WealthCare Investment Partners
Rhode Island
$2.11M +$33.7K +531 +2%
PA
768
PFG Advisors
Arizona
$2.11M +$453K +7,035 +27%
CAAM
769
Cornerstone Advisors Asset Management
Pennsylvania
$2.11M +$2.11M +32,735 New
MFG
770
Magnus Financial Group
New York
$2.1M +$244K +3,794 +13%
LFAS
771
Level Four Advisory Services
Texas
$2.09M +$97.9K +1,521 +5%
CSWG
772
Cardinal Strategic Wealth Guidance
Kentucky
$2.09M +$18.6K +289 +0.9%
FC
773
Fulcrum Capital
Washington
$2.09M – – –
FA
774
Fountainhead AM
New Jersey
$2.08M +$70.8K +1,100 +4%
VWM
775
Valley Wealth Managers
New Jersey
$2.07M -$31.7K -492 -2%
29 30
31
32 33