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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 %
KFGK
826
Keystone Financial Group (Kentucky)
Kentucky
$1.69M +$38.5K +599 +2%
IGWM
827
ICA Group Wealth Management
Colorado
$1.69M -$234K -3,640 -12%
SVWAG
828
Sound View Wealth Advisors Group
Georgia
$1.67M +$103K +1,598 +7%
MSWM
829
McGlone Suttner Wealth Management
Wisconsin
$1.66M -$433K -6,727 -21%
SW
830
SlateStone Wealth
Florida
$1.64M +$1.64M +25,555 New
RIA
831
Realta Investment Advisors
Delaware
$1.64M +$48.8K +723 +3%
FCM
832
Firestone Capital Management
Florida
$1.64M +$193 +3 +0%
ST
833
Sentinel Trust
Texas
$1.64M – – –
HFA
834
Highland Financial Advisors
New Jersey
$1.63M +$7.47K +116 +0.5%
MHS
835
M Holdings Securities
Oregon
$1.61M +$1.61M +24,959 New
FPAS
836
Focus Partners Advisor Solutions
Missouri
$1.6M +$258K +4,015 +19%
NB
837
Northwest Bancshares
Pennsylvania
$1.6M -$147K -2,288 -8%
HH
838
Hilltop Holdings
Texas
$1.58M -$2.54M -39,459 -62%
SW
839
StrongBox Wealth
Missouri
$1.57M +$259K +4,019 +20%
LP
840
LGL Partners
Pennsylvania
$1.57M +$389K +6,050 +33%
FCFC
841
First Citizens Financial Corp
Iowa
$1.56M +$117K +1,820 +8%
BF
842
Brooklyn FI
New York
$1.56M +$297K +4,613 +23%
FCP
843
Fidelis Capital Partners
Florida
$1.56M +$169K +2,570 +12%
IP
844
Ignite Planners
California
$1.56M +$28.1K +444 +2%
GA
845
GoalVest Advisory
New York
$1.55M +$645K +10,021 +71%
HB
846
Horizon Bancorp
Indiana
$1.55M +$607K +9,437 +64%
MYIA
847
Mount Yale Investment Advisors
Colorado
$1.54M +$92K +1,429 +6%
KAS
848
KPP Advisory Services
Kentucky
$1.54M +$1.54M +23,950 New
CBA
849
Coastal Bridge Advisors
Connecticut
$1.54M +$1.54M +23,946 New
RF
850
RHS Financial
California
$1.54M +$319K +4,950 +26%
32 33
34
35 36