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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 %
EAM
776
Evanson Asset Management
California
$2.06M +$96.7K +1,502 +5%
FFA
777
Fi3 Financial Advisors
Indiana
$2.05M +$51.6K +802 +3%
BJL
778
Brighton Jones LLC
Washington
$2.05M +$63.8K +991 +3%
CFA
779
CWS Financial Advisors
Michigan
$2.04M – – –
AR
780
Apeiron RIA
Texas
$2.03M -$20.5K -318 -1%
CTA
781
Colonial Trust Advisors
South Carolina
$2.03M -$708 -11 -0%
CWA
782
Canvas Wealth Advisors
Kansas
$2.03M -$24K -387 -1%
IA
783
IFP Advisors
Florida
$2.02M -$1.84M -28,616 -48%
CCM
784
Carlson Capital Management
Minnesota
$1.99M +$25.2K +391 +1%
LC
785
LTG Capital
Massachusetts
$1.97M +$7.92K +123 +0.4%
BG
786
Benedetti & Gucer
Georgia
$1.96M +$141K +2,193 +8%
RPSA
787
Richard P. Slaughter Associates
Texas
$1.96M -$41.4K -643 -2%
EPP
788
ETF Portfolio Partners
Kansas
$1.94M +$82.3K +1,279 +4%
LA
789
Lane & Associates
New Jersey
$1.93M +$56.8K +883 +3%
PCM
790
Parsons Capital Management
Rhode Island
$1.93M +$25.9K +402 +1%
SC
791
Schiavi & Co
Delaware
$1.92M -$19.8K -308 -1%
CW
792
CIC Wealth
Maryland
$1.91M +$45.3K +704 +2%
CAL
793
Capital Advisors Ltd
Ohio
$1.89M +$34K +528 +2%
FWM
794
Forza Wealth Management
Florida
$1.89M – – –
PPW
795
PACK Private Wealth
Minnesota
$1.89M +$9.51K +150 +0.5%
IAA
796
Independent Advisor Alliance
North Carolina
$1.89M -$3.09K -48 -0.2%
MSWMA
797
Market Street Wealth Management Advisors
Indiana
$1.88M -$63.6K -988 -3%
CP
798
Capital Planning
Washington
$1.88M -$36K -559 -2%
LWA
799
Lineweaver Wealth Advisors
Ohio
$1.87M -$177K -2,752 -9%
WBG
800
Wharton Business Group
Pennsylvania
$1.86M -$5.28K -82 -0.3%
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