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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 %
RC
1101
Rovin Capital
Arizona
$589K -$1.04M -16,211 -64%
CPW
1102
Catalyst Private Wealth
California
$589K -$3.67K -57 -0.6%
SWP
1103
ShoreHaven Wealth Partners
New Jersey
$588K +$62.7K +974 +12%
LFG
1104
Larson Financial Group
Missouri
$586K -$71.9K -1,118 -11%
BOSSRA
1105
B.O.S.S. Retirement Advisors
Utah
$582K +$53.7K +835 +10%
TF
1106
Tompkins Financial
New York
$581K -$193 -3 -0%
Fiera Capital (Canada)
1107
Fiera Capital (Canada)
Quebec, Canada
$579K – – –
GP
1108
Girard Partners
Pennsylvania
$577K -$23.3K -362 -4%
FPGK
1109
Financial Partners Group (Kansas)
Kansas
$577K +$31.9K +498 +6%
HI
1110
Human Investing
Oregon
$575K -$25.9K -402 -4%
T
1111
TrueFG
Texas
$572K +$8.3K +129 +1%
HG
1112
Harbor Group
New Hampshire
$572K -$10.9K -170 -2%
RJTCONH
1113
Raymond James Trust Company of New Hampshire
New Hampshire
$571K -$22.2K -345 -4%
AWA
1114
Arkadios Wealth Advisors
Georgia
$570K +$331K +5,147 +139%
EWM
1115
Empirical Wealth Management
Washington
$569K +$80.4K +1,249 +16%
AF
1116
Apexium Financial
Texas
$568K – – –
TPWM
1117
Twelve Points Wealth Management
Massachusetts
$567K +$68K +1,056 +14%
RB
1118
Renasant Bank
Mississippi
$566K +$187K +2,909 +49%
ERWM
1119
Elk River Wealth Management
Colorado
$566K -$2.45K -38 -0.4%
BW
1120
BIP Wealth
Georgia
$564K -$2.7K -42 -0.5%
TCM
1121
TD Capital Management
Tennessee
$561K -$90.8K -1,411 -14%
BWM
1122
BCGM Wealth Management
Indiana
$561K -$64 -1 -0%
PI
1123
PFG Investments
New York
$557K +$6.56K +102 +1%
CFAM
1124
Coury Firm Asset Management
Pennsylvania
$556K -$98.1K -1,525 -15%
PTC
1125
Philadelphia Trust Company
Pennsylvania
$542K – – –
43 44
45
46 47