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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 %
ACA
1276
Anchor Capital Advisors
Massachusetts
$313K – – –
RCM
1277
Radnor Capital Management
Pennsylvania
$313K – – –
RMDI
1278
R.M. Davis Inc
Maine
$313K +$71.3K +1,108 +29%
BWA
1279
Burt Wealth Advisors
Maryland
$312K – – –
IAA
1280
Ironsides Asset Advisors
North Carolina
$312K -$233K -3,616 -43%
SC
1281
Stolper & Co
Oklahoma
$310K – – –
GKWIM
1282
Gerber Kawasaki Wealth & Investment Management
California
$309K -$71K -1,104 -19%
GWP
1283
Gateway Wealth Partners
Wisconsin
$308K +$308K +4,779 New
MA
1284
MJP Associates
Connecticut
$307K – – –
M
1285
MOTCO
Texas
$306K -$144K -2,241 -32%
NSB
1286
Norway Savings Bank
Maine
$306K – – –
CFO
1287
Collective Family Office
Pennsylvania
$306K -$83.7K -1,300 -21%
IRC
1288
Investors Research Corp
Georgia
$304K -$772 -12 -0.3%
SAM
1289
Secure Asset Management
Michigan
$303K +$303K +4,710 New
VPP
1290
Vertex Planning Partners
Illinois
$302K +$708 +11 +0.2%
FNBOO
1291
First National Bank of Omaha
Nebraska
$301K – – –
AWA
1292
Alta Wealth Advisors
Massachusetts
$301K – – –
NFG
1293
Northeast Financial Group
Pennsylvania
$301K -$965 -15 -0.3%
LAM
1294
LifePro Asset Management
California
$300K +$65K +1,010 +28%
RFA
1295
RTD Financial Advisors
Pennsylvania
$299K -$8.5K -132 -3%
ESB
1296
Essex Savings Bank
Connecticut
$299K +$30.6K +475 +11%
AFP
1297
Ausdal Financial Partners
Iowa
$297K +$7.59K +118 +3%
RGC
1298
Roberts, Glore & Co
Illinois
$297K – – –
FMP
1299
Financial Management Professionals
Texas
$296K +$43.9K +683 +17%
KAM
1300
KEB Asset Management
Illinois
$295K -$11.1K -173 -4%
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