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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 %
IAG
801
Investment Advisory Group
Massachusetts
$1.85M +$3.35K +52 +0.2%
MA
802
MAS Advisors
Florida
$1.85M +$14.4K +224 +0.8%
KWA
803
KCS Wealth Advisory
California
$1.84M -$1.45M -22,546 -44%
VC
804
Veracity Capital
Georgia
$1.83M +$94.7K +1,471 +5%
TA
805
Tiedemann Advisors
New York
$1.82M +$150K +2,335 +9%
EW
806
Evoke Wealth
California
$1.82M +$1.32M +20,516 +265%
FA
807
Flagstar Advisors
New York
$1.82M +$755K +11,733 +71%
JFG
808
JDM Financial Group
Texas
$1.8M -$837 -13 -0%
PIA
809
Pinion Investment Advisors
Kansas
$1.8M +$512K +7,960 +40%
LGWM
810
Litman Gregory Wealth Management
California
$1.79M -$40K -621 -2%
SFA
811
Sequoia Financial Advisors
Ohio
$1.79M +$534K +8,305 +43%
CSPIA
812
Cary Street Partners Investment Advisory
Virginia
$1.78M +$211K +3,280 +13%
SIG
813
Stonegate Investment Group
Alabama
$1.77M +$9.59K +149 +0.5%
NWM
814
Northwest Wealth Management
Iowa
$1.77M -$32.9K -512 -2%
FI
815
Financial Insights
Washington
$1.77M -$57.8K -927 -3%
NCM
816
New Capital Management
Texas
$1.76M +$1.76M +27,425 New
OCM
817
Objective Capital Management
Ohio
$1.75M -$9.85K -153 -0.6%
HF
818
HRT Financial
New York
$1.75M +$1.23M +19,082 +236%
SLT
819
St Louis Trust
Missouri
$1.74M – – –
BWIA
820
Bryant Woods Investment Advisors
New York
$1.73M +$2.25K +35 +0.1%
NL
821
Navalign LLC
California
$1.73M +$1.07M +16,654 +163%
ZB
822
Zions Bancorporation
Utah
$1.73M +$287K +4,462 +20%
SWPG
823
Strategic Wealth Partners Group
Illinois
$1.72M – – –
WB
824
WesBanco Bank
West Virginia
$1.71M -$444K -6,893 -21%
SWA
825
Sax Wealth Advisors
New Jersey
$1.7M -$14.2K -220 -0.8%
31 32
33
34 35