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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 %
AWMS
976
Advocacy Wealth Management Services
Georgia
$902K -$18.5K -288 -2%
OW
977
Olistico Wealth
Oklahoma
$899K -$2.38K -37 -0.3%
TPW
978
TL Private Wealth
Texas
$898K -$30.9K -484 -3%
EWM
979
Elevatus Welath Management
New York
$894K +$894K +13,900 New
NPP
980
New Potomac Partners
Maryland
$894K -$1.93K -30 -0.2%
SCA
981
Southern Capital Advisors
Tennessee
$891K -$47.2K -734 -5%
CFB
982
Cullen/Frost Bankers
Texas
$890K -$436K -6,774 -33%
P
983
Pitcairn
Pennsylvania
$890K -$1.22K -19 -0.1%
PCIA
984
Prime Capital Investment Advisors
Kansas
$888K -$53.2K -826 -6%
LSPW
985
Lake Street Private Wealth
Illinois
$886K -$1.87K -29 -0.2%
GWM
986
GDS Wealth Management
Texas
$883K -$37.5K -583 -4%
MWM
987
Madison Wealth Management
Ohio
$879K -$1.29K -20 -0.1%
GA
988
Goldstein Advisors
Wisconsin
$878K -$29.8K -463 -3%
JFA
989
JNBA Financial Advisors
Minnesota
$875K -$17.1K -266 -2%
CWA
990
CM Wealth Advisors
Ohio
$874K +$874K +13,190 New
SFP
991
Sweet Financial Partners
Minnesota
$859K +$102K +1,590 +14%
TCM
992
Tufton Capital Management
Maryland
$849K -$4.57K -71 -0.5%
API
993
Advisor Partners II
California
$845K -$161K -2,497 -16%
FLA
994
Financial Life Advisors
Texas
$842K -$366K -5,692 -30%
OWA
995
One Wealth Advisors
California
$838K -$161K -2,506 -16%
SAM
996
Strategy Asset Managers
California
$836K +$181K +2,815 +28%
CAM
997
Columbia Asset Management
Michigan
$827K – – –
FNC
998
First National Corp
Massachusetts
$824K +$46.9K +729 +6%
EDRIA
999
Edmonds Duncan Registered Investment Advisors
Kansas
$817K – – –
CFS
1000
CRA Financial Services
New Jersey
$813K +$38.6K +600 +5%
38 39
40
41 42