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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 %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$90.5M +$4.3M +66,847 +5%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$90.1M +$77.1M +1,198,681 +597%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$87.5M +$31.6M +490,873 +56%
MFG
104
Merit Financial Group
Georgia
$87.4M +$5M +77,634 +6%
MGIA
105
Moneta Group Investment Advisors
Missouri
$85.4M +$16.6M +258,141 +24%
HI
106
Horizon Investments
North Carolina
$85.2M -$14.5M -225,354 -15%
FDP
107
Financiere des Professionnels
Quebec, Canada
$84.7M +$84.7M +1,315,853 New
UB
108
UMB Bank
Missouri
$84.5M +$4.66M +72,351 +6%
EH
109
Equitable Holdings
New York
$82.8M +$4.2M +65,282 +5%
MCM
110
MAI Capital Management
Ohio
$81.9M +$696K +10,811 +0.9%
HFS
111
Hantz Financial Services
Michigan
$79.8M +$11.9M +185,407 +18%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$77.8M -$1.95M -30,296 -2%
FFBTD
113
First Financial Bank - Trust Division
Ohio
$75.9M +$1.39M +21,622 +2%
CCFCSB
114
Cape Cod Five Cents Savings Bank
Massachusetts
$75.2M +$38.1M +591,577 +103%
Neuberger Berman Group
115
Neuberger Berman Group
New York
$75.2M +$9.1M +141,440 +14%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$74.6M +$2.65M +41,233 +4%
RWM
117
RKL Wealth Management
Pennsylvania
$74.6M -$1.06M -16,461 -1%
GC
118
Gratus Capital
Georgia
$74M -$1.25M -19,349 -2%
VC
119
Vicus Capital
Pennsylvania
$73.8M +$1.09M +16,948 +2%
RFC
120
Regions Financial Corp
Alabama
$73.8M +$10.2M +158,254 +16%
NA
121
Nottingham Advisors
New York
$73.6M -$234K -4,044 -0.3%
W
122
Wealthquest
Ohio
$73.2M +$3.22M +50,046 +5%
UOC
123
University of Chicago
Illinois
$72.6M -$4.29M -66,600 -6%
FFA
124
Fragasso Financial Advisors
Pennsylvania
$70.8M -$9.59K -149 -0%
JCM
125
Janney Capital Management
Pennsylvania
$70.6M -$3.02M -46,903 -4%
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5
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