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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 %
RDWM
1226
Red Door Wealth Management
Tennessee
$370K +$109K +1,691 +42%
DI
1227
DDFG Inc
California
$366K +$70.6K +1,097 +24%
LFG
1228
Leverty Financial Group
Wisconsin
$363K -$7.21K -112 -2%
JDR
1229
Jay D. Rosenbaum
$362K +$96.2K +1,495 +36%
BHBT
1230
Burke & Herbert Bank & Trust
Virginia
$361K – – –
KMWM
1231
Keudell/Morrison Wealth Management
Oregon
$361K – – –
RA
1232
Rockingstone Advisors
Massachusetts
$360K +$51.5K +800 +17%
UW
1233
Unique Wealth
Florida
$356K -$134K -2,090 -27%
RWA
1234
River Wealth Advisors
Pennsylvania
$354K +$121K +1,886 +52%
SBWIC
1235
Schaper Benz & Wise Investment Counsel
Wisconsin
$352K – – –
RFN
1236
RDA Financial Network
Iowa
$352K +$76K +1,181 +28%
LHC
1237
Little House Capital
Massachusetts
$351K +$5.08K +79 +1%
CAM
1238
CPA Asset Management
Florida
$351K – – –
IPW
1239
Inlet Private Wealth
Florida
$350K +$21.9K +340 +7%
WJA
1240
Willis Johnson & Associates
Texas
$349K +$29K +450 +9%
CW
1241
Connectus Wealth
Ohio
$344K +$772 +12 +0.2%
AWM
1242
Alterna Wealth Management
Texas
$344K -$629K -9,781 -65%
UBV
1243
United Bank (Virginia)
Virginia
$343K -$322 -5 -0.1%
JIC
1244
Joel Isaacson & Co
New York
$343K +$21.5K +334 +7%
IAS
1245
Insigneo Advisory Services
Florida
$342K +$342K +5,316 New
FFN
1246
Focus Financial Network
Minnesota
$341K +$20.2K +314 +6%
MWM
1247
Meridian Wealth Management
Kentucky
$339K -$132K -2,059 -28%
BSWA
1248
Bromfield Sneider Wealth Advisors
Massachusetts
$339K – – –
BCM
1249
Bourgeon Capital Management
Connecticut
$338K – – –
ST
1250
Sabal Trust
Florida
$335K +$8.04K +125 +2%
48 49
50
51 52