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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 %
RG
1201
Rathbones Group
United Kingdom
$403K +$403K +6,270 New
MWM
1202
MorganRosel Wealth Management
Colorado
$403K – – –
GWM
1203
Graybill Wealth Management
Illinois
$402K +$83.5K +1,298 +26%
VA
1204
Vident Advisory
Georgia
$400K +$400K +6,218 New
MCM
1205
Morton Capital Management
California
$398K +$175K +2,713 +78%
PIM
1206
Penobscot Investment Management
Massachusetts
$397K +$397K +6,175 New
RWA
1207
Ropes Wealth Advisors
Massachusetts
$397K -$1.83M -28,400 -82%
SWM
1208
SeaCrest Wealth Management
New York
$395K -$5.28K -82 -1%
GWANC
1209
Guardian Wealth Advisors (North Carolina)
North Carolina
$394K +$168K +2,606 +74%
ETIA
1210
Epic Trust Investment Advisors
Washington
$392K +$33.1K +515 +9%
GC
1211
Garde Capital
Washington
$390K +$294K +4,575 +308%
MCA
1212
Maryland Capital Advisors
Maryland
$390K – – –
PA
1213
PFW Advisors
Georgia
$390K – – –
WCM
1214
Windham Capital Management
Massachusetts
$386K – – –
NCM
1215
Northwest Capital Management
Oregon
$383K -$12.4K -193 -3%
CCP
1216
Clarkston Capital Partners
Michigan
$381K -$72.4K -1,125 -16%
TCOV
1217
Trust Company of Vermont
Vermont
$379K +$26.1K +405 +7%
OBWG
1218
Onyx Bridge Wealth Group
New York
$379K -$10.1K -157 -3%
NWA
1219
New World Advisors
Massachusetts
$378K +$11.3K +175 +3%
FWA
1220
FSC Wealth Advisors
New York
$377K +$5.28K +82 +1%
HIP
1221
HUB Investment Partners
Texas
$375K -$5.08K -79 -1%
CPP
1222
Capasso Planning Partners
South Carolina
$374K +$772 +12 +0.2%
MFWP
1223
Mosaic Family Wealth Partners
Missouri
$374K -$1.8K -28 -0.5%
BAM
1224
Belpointe Asset Management
Nevada
$374K +$37.3K +580 +11%
RI
1225
Ridgewood Investments
New Jersey
$372K – – –
47 48
49
50 51