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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 %
PIA
1001
Perennial Investment Advisors
California
$809K +$11.3K +175 +1%
JIC
1002
Johnson Investment Counsel
Ohio
$805K -$30.4K -473 -4%
VCS
1003
Vaughan & Co Securities
New Jersey
$801K – – –
MCM
1004
MV Capital Management
Maryland
$800K -$70.5K -1,095 -8%
CWP
1005
Cyndeo Wealth Partners
Florida
$798K +$17.1K +265 +2%
HPC
1006
HM Payson & Co
Maine
$795K +$31.3K +487 +4%
HCM
1007
Hengehold Capital Management
Ohio
$790K +$965 +15 +0.1%
EIA
1008
Eldridge Investment Advisors
New Hampshire
$788K -$496K -7,700 -39%
CPRC
1009
Consolidated Portfolio Review Corp
New York
$788K +$36.6K +569 +5%
COCM
1010
Charter Oak Capital Management
New Hampshire
$784K +$10.4K +161 +1%
CF
1011
Centaurus Financial
California
$782K -$54.9K -853 -7%
CF
1012
Cantor Fitzgerald
New York
$782K +$4.44K +69 +0.6%
EWM
1013
EPG Wealth Management
Georgia
$781K -$10.2K -159 -1%
LWM
1014
LJI Wealth Management
Indiana
$781K +$97.4K +1,513 +14%
CRC
1015
Curi RMB Capital
Illinois
$778K -$1.54K -24 -0.2%
SSWG
1016
Seven Springs Wealth Group
Tennessee
$762K -$12K -186 -2%
EIG
1017
Ellenbecker Investment Group
Wisconsin
$762K – – –
RW
1018
RVW Wealth
California
$760K – – –
SIC
1019
Salem Investment Counselors
North Carolina
$757K +$36.8K +572 +5%
NCM
1020
Northside Capital Management
Oregon
$751K -$64 -1 -0%
AP
1021
Adero Partners
California
$751K -$15.3K -237 -2%
MMPW
1022
Mitchell McLeod Pugh & Williams
Alabama
$751K -$9.2K -143 -1%
PFGIA
1023
Patriot Financial Group Insurance Agency
Massachusetts
$751K -$263K -4,094 -26%
WTFG
1024
Wells Trecaso Financial Group
Ohio
$741K +$233K +3,625 +46%
RBC
1025
Romano Brothers & Co
Illinois
$741K -$901 -14 -0.1%
39 40
41
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