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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 %
IC
1151
Inscription Capital
Texas
$480K +$64 +1 +0%
BCP
1152
Blue Chip Partners
Michigan
$475K – – –
MA
1153
MBA Advisors
Pennsylvania
$475K -$4.25K -66 -0.9%
RIL
1154
Rothschild Investment LLC
Illinois
$472K +$275K +4,277 +140%
WC
1155
Waterloo Capital
Texas
$471K +$34K +529 +8%
AIC
1156
Archer Investment Corporation
Indiana
$469K +$15.4K +240 +3%
HWA
1157
Hilltop Wealth Advisors
North Carolina
$467K -$23.8K -370 -5%
BHIA
1158
Birch Hill Investment Advisors
Massachusetts
$467K +$43.3K +673 +10%
KPWG
1159
KFA Private Wealth Group
Virginia
$467K +$8.62K +134 +2%
CCFM
1160
Clear Creek Financial Management
Washington
$465K -$60.4K -938 -11%
KWM
1161
KFG Wealth Management
Indiana
$465K +$143K +2,222 +44%
SC
1162
Schoolcraft Capital
Colorado
$462K +$130K +2,027 +39%
RFG
1163
Range Financial Group
Oregon
$461K -$5.53K -86 -1%
FIA
1164
Foundations Investment Advisors
Arizona
$460K -$15.7K -244 -3%
Russell Investments Group
1165
Russell Investments Group
United Kingdom
$460K +$454K +7,059 +8,022%
PWP
1166
Private Wealth Partners
California
$456K – – –
CG
1167
CFO4Life Group
Texas
$455K +$23.9K +372 +6%
PFA
1168
Petra Financial Advisors
Colorado
$453K +$453K +7,046 New
NGA
1169
Naples Global Advisors
Florida
$450K +$29K +450 +7%
MLA
1170
My Legacy Advisors
Oregon
$448K -$27.8K -444 -6%
LPT
1171
Legacy Private Trust
Wisconsin
$446K -$22.7K -352 -5%
EF
1172
Empirical Finance
Pennsylvania
$444K +$3.41K +53 +0.8%
CAP
1173
Columbia Advisory Partners
Washington
$443K -$51K -793 -10%
FFA
1174
Founders Financial Alliance
North Carolina
$442K -$31.4K -488 -7%
CWM
1175
Centurion Wealth Management
Virginia
$442K -$36.9K -574 -8%
45 46
47
48 49