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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 %
PP
76
Passaic Partners
New Jersey
$144M -$1.91M -29,624 -1%
Corient Private Wealth
77
Corient Private Wealth
Florida
$143M +$25.7M +340,874 +22%
CCWA
78
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$142M +$310K +4,824 +0.2%
CFG
79
Citizens Financial Group
Rhode Island
$138M +$5.94M +92,342 +4%
MMI
80
Matson Money Inc
Ohio
$135M +$1.11M +17,326 +0.8%
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$135M -$227K -3,526 -0.2%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127M +$7.06M +109,725 +6%
Macquarie Group
83
Macquarie Group
Australia
$124M +$15M +233,440 +14%
APCM
84
Alaska Permanent Capital Management
Alaska
$121M +$2.38M +37,005 +2%
Jane Street
85
Jane Street
New York
$116M +$110M +1,714,668 +1,909%
CFG
86
CKW Financial Group
Hawaii
$112M +$3.67M +57,051 +3%
HHGA
87
Halbert Hargrove Global Advisors
California
$112M +$1.32M +20,473 +1%
TI
88
Truepoint Inc
Ohio
$111M -$1.46M -22,631 -1%
CAN
89
Cetera Advisor Networks
California
$110M +$20.1M +311,698 +22%
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$109M +$6.26M +97,340 +6%
HWA
91
Heritage Wealth Advisors
Virginia
$106M +$566K +8,790 +0.5%
FBFS
92
First Business Financial Services
Wisconsin
$105M +$24.1K +374 +0%
Wellington Management Group
93
Wellington Management Group
Massachusetts
$105M -$119M -1,850,273 -53%
CAL
94
Capital Analysts LLC
Pennsylvania
$95.8M +$3.59M +55,809 +4%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$95.5M -$7.33M -113,904 -7%
AWE
96
Avidian Wealth Enterprises
Texas
$95.4M +$578K +8,977 +0.6%
GSIS
97
Global Strategic Investment Solutions
Arizona
$93.4M -$557K -8,653 -0.6%
CWM
98
Connecticut Wealth Management
Connecticut
$93M +$5.48M +85,172 +6%
Comerica Bank
99
Comerica Bank
Texas
$92.6M +$92.6M +1,439,445 New
SWM
100
SigFig Wealth Management
California
$90.6M +$14M +217,877 +18%
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4
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