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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 %
BTI
1251
Blue Trust Inc
Georgia
$334K -$5.57M -82,532 -94%
AO
1252
Advisor OS
Illinois
$334K +$27.1K +421 +9%
GAM
1253
Gould Asset Management
California
$333K -$19.9K -310 -6%
ECM
1254
Elgethun Capital Management
South Dakota
$332K +$34.8K +544 +12%
EFG
1255
Ethos Financial Group
Pennsylvania
$331K +$331K +5,141 New
RT
1256
Rockland Trust
Massachusetts
$330K -$85.5K -1,328 -21%
SPWM
1257
Schrum Private Wealth Management
Florida
$330K +$90.8K +1,411 +38%
ACM
1258
Alamar Capital Management
California
$329K – – –
CIG
1259
Cairn Investment Group
Washington
$329K – – –
SM
1260
Sensible Money
Arizona
$328K – – –
BCIM
1261
Bishop & Co Investment Management
Pennsylvania
$328K -$325M -21,930,077 Closed
OFS
1262
OneAscent Financial Services
Alabama
$324K -$77.5K -1,203 -19%
BBW
1263
Blue Barn Wealth
Utah
$323K +$16.7K +259 +5%
GF
1264
Gries Financial
Ohio
$322K -$9.78K -152 -3%
AWM
1265
Avondale Wealth Management
Texas
$322K -$571K -8,871 -64%
GSAM
1266
Grant Street Asset Management
Pennsylvania
$318K +$41.6K +647 +15%
LFA
1267
LGT Financial Advisors
Texas
$317K -$95K -1,477 -23%
SFC
1268
Strategic Financial Concepts
Texas
$317K +$2.06K +32 +0.7%
MA
1269
Modus Advisors
Minnesota
$316K – – –
DWM
1270
Destination Wealth Management
California
$316K -$30.2K -470 -9%
Wolverine Trading
1271
Wolverine Trading
Illinois
$315K +$315K +4,900 New
HBW
1272
Hazlett, Burt & Watson
West Virginia
$315K +$109K +1,704 +53%
CFAM
1273
Center For Asset Management
Florida
$315K -$3.41K -53 -1%
MHIC
1274
Marble Harbor Investment Counsel
Massachusetts
$314K +$314K +4,881 New
BLC
1275
Brown, Lisle/Cummings
Rhode Island
$314K +$13.9K +216 +5%
49 50
51
52 53