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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 %
CT
851
Colonial Trust
South Carolina
$1.52M -$44K -683 -3%
GWCM
852
Godshalk Welsh Capital Management
Pennsylvania
$1.51M +$103K +1,600 +7%
CIA
853
Capital Investment Advisors
Georgia
$1.51M -$132K -2,058 -8%
AF
854
Advisornet Financial
Minnesota
$1.5M +$8.24K +128 +0.6%
AWA
855
Arete Wealth Advisors
Illinois
$1.5M -$3.24M -50,278 -68%
BB
856
Busey Bank
Illinois
$1.49M -$214K -3,318 -13%
CWM
857
Cornerstone Wealth Management
Missouri
$1.49M +$331K +5,146 +29%
WF
858
Warner Financial
Maryland
$1.49M – – –
SFG
859
Sovereign Financial Group
Connecticut
$1.48M +$20.5K +318 +1%
VCM
860
Vivaldi Capital Management
Illinois
$1.48M +$72K +1,119 +5%
NP
861
Nilsine Partners
Colorado
$1.48M -$9.01K -140 -0.6%
GFS
862
GYL Financial Synergies
Connecticut
$1.47M -$3.09K -48 -0.2%
PP
863
Patron Partners
Texas
$1.46M +$837 +13 +0.1%
OPA
864
Old Port Advisors
Maine
$1.45M +$1.45M +22,578 New
HWM
865
Hassell Wealth Management
Louisiana
$1.45M +$17.6K +284 +1%
CMP
866
Courage Miller Partners
Virginia
$1.45M +$13.4K +208 +0.9%
BCA
867
Bay Colony Advisors
Massachusetts
$1.44M -$9.91K -154 -0.7%
SCM
868
SOL Capital Management
Maryland
$1.43M -$180K -2,792 -11%
AFO
869
Arrowroot Family Office
California
$1.42M +$93.2K +1,448 +7%
NEPWA
870
New England Private Wealth Advisors
Massachusetts
$1.42M +$193 +3 +0%
CWC
871
Carolinas Wealth Consulting
North Carolina
$1.41M – – –
LC
872
Lincoln Capital
Nebraska
$1.41M -$19.8K -307 -1%
HFS
873
Howard Financial Services
Texas
$1.4M -$19.9K -309 -1%
AFS
874
Access Financial Services
Minnesota
$1.39M -$1.87K -29 -0.1%
CFA
875
Cahill Financial Advisors
Minnesota
$1.39M +$1.8K +28 +0.1%
33 34
35
36 37