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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 %
HNB
951
Huntington National Bank
Ohio
$983K -$897K – –
FCB
952
First County Bank
Connecticut
$980K +$123K +1,910 +14%
SB
953
Strategic Blueprint
Georgia
$979K +$670K +10,414 +217%
PB
954
Pinnacle Bancorp
Nebraska
$978K – – –
SCA
955
Sandy Cove Advisors
Massachusetts
$974K -$127K -1,975 -12%
OP
956
ORG Partners
Indiana
$974K -$1.05M -16,378 -52%
SC
957
Sepio Capital
Utah
$972K +$972K +15,104 New
IWA
958
Inspirion Wealth Advisors
Illinois
$969K +$837 +13 +0.1%
GC
959
Gilbert & Cook
Iowa
$969K +$969K +15,052 New
LJAC
960
L.J. Altfest & Co
New York
$958K +$61.4K +954 +7%
PWLP
961
Prio Wealth Limited Partnership
Massachusetts
$943K +$943K +14,653 New
PFG
962
PAX Financial Group
Texas
$937K -$28.1K -436 -3%
APWM
963
Argonautica Private Wealth Management
Massachusetts
$936K +$936K +14,541 New
RWM
964
Rockwood Wealth Management
Pennsylvania
$930K -$1.61K -25 -0.2%
DI
965
DFPG Investments
Utah
$926K +$444K +6,928 +92%
HPM
966
Hoxton Planning & Management
West Virginia
$925K -$126K -1,956 -12%
JFG
967
JMG Financial Group
Illinois
$925K – – –
BDF
968
Black Diamond Financial
Maryland
$925K – – –
EK
969
Evensky & Katz
Florida
$924K – – –
E
970
ETFidea
New York
$921K – – –
BFS
971
Bradley Foster & Sargent
Connecticut
$913K – – –
SIS
972
Strategic Investment Solutions
Illinois
$911K +$896K +13,396 +6,319%
PCMC
973
Paragon Capital Management (Colorado)
Colorado
$906K -$240K -3,732 -21%
AWG
974
Altus Wealth Group
Colorado
$906K -$23.5K -365 -3%
SWM
975
Silverlake Wealth Management
Vermont
$905K +$152K +2,365 +20%
37 38
39
40 41