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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 %
BI
1176
Berkeley Inc
Idaho
$440K – – –
PIFP
1177
Partners in Financial Planning
Virginia
$440K – – –
HFA
1178
High Falls Advisors
New York
$440K -$104K -1,617 -19%
EAM
1179
Empirical Asset Management
Massachusetts
$438K -$2.9K -45 -0.7%
KA
1180
Kovack Advisors
Florida
$435K +$23.8K +370 +6%
TAM
1181
Townsend Asset Management
North Carolina
$432K -$9.65K -150 -2%
EA
1182
Efficient Advisors
Ohio
$431K +$12K +187 +3%
GCA
1183
Gradient Capital Advisors
California
$431K – – –
AI
1184
Accredited Investors
Minnesota
$430K – – –
KV
1185
Kickstand Ventures
New York
$430K +$430K +6,687 New
SWP
1186
Strategic Wealth Partners
Ohio
$426K +$97.6K +1,517 +30%
IF
1187
Ironwood Financial
Arizona
$426K – – –
SB
1188
Simmons Bank
Arkansas
$424K +$43.4K +675 +11%
KBFS
1189
Kohmann Bosshard Financial Services
Ohio
$423K – – –
SAF
1190
Smith Anglin Financial
Texas
$421K -$27.7K -431 -6%
AP
1191
Appleton Partners
Massachusetts
$421K -$5.28K -82 -1%
ACM
1192
Ategra Capital Management
Virginia
$419K -$2.77K -43 -0.7%
OWP
1193
Obermeyer Wealth Partners
Colorado
$417K -$33.5K -520 -7%
HBT
1194
Hills Bank & Trust
Iowa
$416K +$256K +3,976 +160%
LOPW
1195
Live Oak Private Wealth
North Carolina
$413K +$20.2K +314 +5%
CGPCS
1196
Capital Group Private Client Services
California
$411K -$901 -14 -0.2%
KDA
1197
Kraft Davis & Associates
Missouri
$409K – – –
KFI
1198
Key Financial Inc
Pennsylvania
$408K +$8.3K +129 +2%
OA
1199
Operose Advisors
Wisconsin
$407K +$407K +6,319 New
NP
1200
NorthRock Partners
Minnesota
$404K +$404K +6,272 New
46 47
48
49 50