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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 %
CIA
876
Compass Ion Advisors
Pennsylvania
$1.38M +$1.38M +21,504 New
MAM
877
MMA Asset Management
Pennsylvania
$1.38M -$4.18K -65 -0.3%
WAL
878
W Advisors LLC
Tennessee
$1.38M -$4.57K -71 -0.3%
CBFP
879
Cedar Brook Financial Partners
Ohio
$1.37M -$16.3K -254 -1%
FB
880
Fulton Bank
Pennsylvania
$1.37M +$4.7K +73 +0.3%
DIA
881
Dana Investment Advisors
Wisconsin
$1.37M -$47K -730 -3%
TFA
882
Transamerica Financial Advisors
Florida
$1.37M +$86.1K +1,337 +7%
ACM
883
Advisors Capital Management
New Jersey
$1.37M +$243K +3,781 +22%
AFG
884
Arkansas Financial Group
Arkansas
$1.37M +$34.9K +543 +3%
WRTC
885
Wind River Trust Company
Wyoming
$1.36M – – –
VCA
886
Verdence Capital Advisors
Maryland
$1.36M +$314K +4,882 +30%
GPWA
887
Great Point Wealth Advisors
Massachusetts
$1.36M -$6.37K -99 -0.5%
NRC
888
New Republic Capital
North Carolina
$1.36M – – –
WTA
889
Washington Trust Advisors
Massachusetts
$1.35M -$5.21K -81 -0.4%
HW
890
Hamilton Wealth
California
$1.35M +$325K +5,050 +32%
BWA
891
BlueSky Wealth Advisors
North Carolina
$1.34M -$2.12K -33 -0.2%
CTWM
892
Cherry Tree Wealth Management
Minnesota
$1.34M +$5.53K +86 +0.4%
SPIO
893
Seven Post Investment Office
California
$1.33M – – –
RWIA
894
Roger Wittlin Investment Advisory
California
$1.32M +$88.8K +1,379 +7%
BIP
895
Blueprint Investment Partners
North Carolina
$1.32M – – –
SFG
896
StrategIQ Financial Group
Indiana
$1.31M -$8.11K -126 -0.6%
DFC
897
DBK Financial Counsel
Ohio
$1.31M – – –
BFO
898
Biltmore Family Office
North Carolina
$1.31M +$117K +1,819 +10%
SCP
899
Stevens Capital Partners
Nebraska
$1.29M +$155K +2,409 +14%
AFG
900
Atomi Financial Group
New York
$1.27M +$1.27M +19,776 New
34 35
36
37 38