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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 %
RCG
1126
Regatta Capital Group
California
$538K -$6.76K -105 -1%
TC
1127
Telemus Capital
Michigan
$537K -$198K -3,073 -27%
ES
1128
ETF Store
Kansas
$536K +$112K +1,779 +27%
SDWMA
1129
Schneider Downs Wealth Management Advisors
Pennsylvania
$535K +$19.6K +305 +4%
CHC
1130
City Holding Co
West Virginia
$531K +$22.8K +355 +4%
BC
1131
Barrett & Company
Rhode Island
$527K +$4.12K +64 +0.8%
TI
1132
Tidal Investments
Wisconsin
$525K -$418K -6,497 -44%
PA
1133
Planning Alternatives
Michigan
$523K -$10.9K -170 -2%
SWM
1134
Sugarloaf Wealth Management
Georgia
$514K -$45.1K -701 -8%
SWA
1135
SOA Wealth Advisors
New York
$513K -$27K -420 -5%
TNB
1136
Thomasville National Bank
Georgia
$513K -$189K -2,943 -27%
AFM
1137
Armstrong Fleming & Moore
District of Columbia
$510K – – –
VFPW
1138
Vantage Financial Partners (Wisconsin)
Wisconsin
$507K +$282K +4,382 +126%
D
1139
Diversified
Delaware
$506K +$60K +933 +13%
CPC
1140
Consolidated Planning Corp
Georgia
$505K -$2.34M -36,405 -82%
KW
1141
KWB Wealth
California
$505K – – –
CWS
1142
Cypress Wealth Services
California
$501K -$65.2K -1,013 -12%
FA
1143
Fiducient Advisors
Illinois
$500K +$500K +7,766 New
EWP
1144
Elevation Wealth Partners
California
$493K -$5.28K -82 -1%
EC
1145
Estate Counselors
Wisconsin
$491K -$745K -11,570 -60%
FWIA
1146
Fort Washington Investment Advisors
Ohio
$488K +$17.5K +272 +4%
WI
1147
Wintrust Investments
Illinois
$487K +$10.1K +157 +2%
WWM
1148
Wiser Wealth Management
Georgia
$486K +$60.6K +942 +14%
NIC
1149
Northwest Investment Counselors
Oregon
$483K +$7.08K +110 +1%
AIA
1150
Armor Investment Advisors
North Carolina
$481K +$481K +7,470 New
44 45
46
47 48