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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 %
FHA
901
Flagship Harbor Advisors
Massachusetts
$1.26M +$515 +8 +0%
WB
902
West Bancorporation
Iowa
$1.26M +$80.8K +1,256 +7%
CWM
903
Cabot Wealth Management
Massachusetts
$1.26M -$24.4K -379 -2%
EWM
904
Evercore Wealth Management
New York
$1.26M +$26K +404 +2%
QPWM
905
Quadrant Private Wealth Management
Pennsylvania
$1.25M -$75.2K -1,168 -6%
WWM
906
Wolff Wiese Magana
California
$1.25M +$65.6K +1,020 +6%
IBOK
907
Independence Bank of Kentucky
Kentucky
$1.24M -$4.96K -77 -0.4%
W
908
WealthOne
New York
$1.23M -$414K -6,431 -25%
MA
909
Montag & Associates
Georgia
$1.23M -$3.66M -56,865 -75%
OSAM
910
O'Shaughnessy Asset Management
Connecticut
$1.22M +$172K +2,666 +16%
FNBT
911
FineMark National Bank & Trust
Florida
$1.22M +$901 +14 +0.1%
NFC
912
Northeast Financial Consultants
Connecticut
$1.22M – – –
PCA
913
Pallas Capital Advisors
Massachusetts
$1.22M -$29.1K -468 -2%
IWP
914
Icon Wealth Partners
Texas
$1.21M -$64 -1 -0%
VCP
915
Verus Capital Partners
Arizona
$1.2M +$144K +2,238 +14%
BFW
916
Brady Family Wealth
Missouri
$1.19M -$62.2K -966 -5%
MCA
917
Magnolia Capital Advisors
Mississippi
$1.18M +$28.4K +457 +2%
State Street
918
State Street
Massachusetts
$1.18M -$200K -3,104 -14%
DSA
919
Droms Strauss Advisors
Missouri
$1.17M +$29.1K +452 +3%
NHT
920
New Hampshire Trust
New Hampshire
$1.16M +$11.3K +176 +1%
PBO
921
Peoples Bank (Ohio)
Ohio
$1.16M -$349K -5,422 -23%
PGWM
922
Parisi Gray Wealth Management
New Jersey
$1.16M +$56.9K +884 +5%
SCM
923
Sebold Capital Management
Illinois
$1.15M -$107K -1,668 -9%
OAM
924
Occidental Asset Management
California
$1.15M -$776K -12,054 -40%
KL
925
KWMG LLC
Kansas
$1.14M -$126K -1,951 -10%
35 36
37
38 39