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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
1026
Prudential plc
United Kingdom
$740K -$1.37M -21,300 -65%
BCG
1027
Breakwater Capital Group
New Jersey
$737K +$19.2K +305 +3%
QC
1028
Quent Capital
New York
$736K -$1.67K -26 -0.2%
MAS
1029
Madden Advisory Services
Florida
$733K +$43.4K +675 +6%
9WM
1030
9258 Wealth Management
Ohio
$732K +$10.5K +163 +1%
GWM
1031
GSB Wealth Management
Connecticut
$732K +$28.6K +444 +4%
BFC
1032
Blue Fin Capital
Rhode Island
$722K +$271K +4,210 +60%
GWA
1033
GGM Wealth Advisors
Maryland
$721K +$6.89K +107 +1%
Lazard Asset Management
1034
Lazard Asset Management
New York
$718K – – –
SYBT
1035
Stock Yards Bank & Trust
Kentucky
$717K +$9.72K +151 +1%
NAS
1036
Nicolet Advisory Services
Wisconsin
$717K +$52.7K +841 +8%
SOS
1037
Silver Oak Securities
Tennessee
$716K +$62.6K +973 +10%
MWM
1038
Maripau Wealth Management
Indiana
$715K -$7.85K -122 -1%
SJL
1039
Shayne & Jacobs LLC
Tennessee
$711K +$711K +11,049 New
JE
1040
JMAC Enterprises
Pennsylvania
$710K +$66.3K +1,030 +10%
BAM
1041
BOS Asset Management
Illinois
$710K +$710K +11,038 New
WMA
1042
West Michigan Advisors
Michigan
$708K -$3.48K -54 -0.5%
T
1043
TCWP
Ohio
$708K -$439K -6,819 -38%
TWA
1044
Talisman Wealth Advisors
New Jersey
$705K -$58.6K -910 -8%
AWA
1045
Amplius Wealth Advisors
Pennsylvania
$705K +$10.4K +162 +2%
TFM
1046
TFC Financial Management
Massachusetts
$703K – – –
WMP
1047
Wealth Management Partners
Arizona
$700K -$6.63K -103 -0.9%
CC
1048
Courier Capital
New York
$698K +$3.48K +54 +0.5%
PVI
1049
Pine Valley Investments
New Jersey
$697K +$334K +5,197 +92%
SSB
1050
Sandy Spring Bank
Maryland
$697K +$20.3K +315 +3%
40 41
42
43 44