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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 %
EFG
926
Everhart Financial Group
Ohio
$1.14M -$20.3K -316 -2%
LI
927
LVZ Inc
Michigan
$1.14M -$17.2K -268 -1%
RA
928
RFG Advisory
Alabama
$1.13M -$83.8K -1,302 -7%
AF
929
Allworth Financial
California
$1.12M +$25.9K +403 +2%
SWA
930
Strata Wealth Advisors
Texas
$1.12M +$1.12M +17,382 New
BA
931
Bristlecone Advisors
Washington
$1.09M -$24.1K -375 -2%
OIS
932
Okabena Investment Services
Minnesota
$1.09M – – –
VPIM
933
Vanguard Personalized Indexing Management
California
$1.08M -$4.96K -77 -0.5%
USCWA
934
U.S. Capital Wealth Advisors
Texas
$1.08M -$791K -12,294 -42%
CIC
935
Carnegie Investment Counsel
Ohio
$1.07M +$240K +3,737 +29%
FM
936
Foster & Motley
Ohio
$1.07M +$86.6K +1,345 +9%
DI
937
Disciplined Investments
Oklahoma
$1.07M +$29.7K +461 +3%
TFGT
938
TS Financial Group (TSFG)
Illinois
$1.07M +$959K +14,898 +900%
HSA
939
HBK Sorce Advisory
Pennsylvania
$1.04M -$30.8K -479 -3%
KOMWMG
940
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.04M -$19.9K -309 -2%
PWAC
941
Private Wealth Advisors (California)
California
$1.04M – – –
PA
942
Procyon Advisors
Connecticut
$1.03M +$215K +3,334 +26%
CMBA
943
C.M. Bidwell & Associates
Hawaii
$1.03M -$63.8K -991 -6%
Wealthfront Advisers
944
Wealthfront Advisers
California
$1.03M -$14.8K -230 -1%
KA
945
Kooman & Associates
Pennsylvania
$1.03M +$72.9K +1,133 +8%
ZCM
946
Ziegler Capital Management
Illinois
$999K – – –
SC
947
Scotia Capital
Ontario, Canada
$987K +$13.3K +207 +1%
JSW
948
Journey Strategic Wealth
New Jersey
$985K -$72.1K -1,121 -7%
NCM
949
NCM Capital Management
New Jersey
$984K -$14.5K -226 -1%
SSW
950
Stone Summit Wealth
Florida
$983K +$99.4K +1,545 +11%
36 37
38
39 40