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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 %
WPC
1326
White Pine Capital
Minnesota
$266K – – –
LA
1327
Legacy Advisors
Pennsylvania
$265K +$55.6K +864 +27%
MCM
1328
Mitchell Capital Management
Kansas
$263K – – –
LWMNY
1329
Landmark Wealth Management (New York)
New York
$262K – – –
TFA
1330
Tobias Financial Advisors
Florida
$262K – – –
FA
1331
Fiduciary Alliance
South Carolina
$260K -$20.7K -321 -7%
T
1332
TRUADVICE
Florida
$259K -$27.8K -431 -10%
CPSC
1333
Carl P. Sherr & Co
Massachusetts
$259K – – –
EP
1334
Eudaimonia Partners
Tennessee
$259K -$515 -8 -0.2%
JWM
1335
JFG Wealth Management
Colorado
$258K – – –
RCM
1336
Raleigh Capital Management
North Carolina
$258K +$7.85K +122 +3%
LCM
1337
Logan Capital Management
Pennsylvania
$258K – – –
CDH
1338
Charles D. Hyman
$257K – – –
SWA
1339
SFMG Wealth Advisors
Texas
$255K -$77.5K -1,204 -23%
BA
1340
Bellwether Advisors
Nebraska
$254K -$36.7K -571 -13%
CAI
1341
Capital Advisors Inc
Oklahoma
$254K -$31.1M -483,618 -99%
GLA
1342
Good Life Advisors
Pennsylvania
$253K +$42.2K +656 +20%
KWM
1343
Keebeck Wealth Management
Illinois
$253K -$23.6K -367 -9%
CP
1344
Coho Partners
Pennsylvania
$252K +$252K +3,921 New
CWM
1345
Cahill Wealth Management
Michigan
$252K +$252K +3,920 New
BPWM
1346
Badgley Phelps Wealth Managers
Washington
$252K +$29.7K +461 +13%
GKIM
1347
GW&K Investment Management
Massachusetts
$252K +$114K +1,765 +82%
LWM
1348
Laidlaw Wealth Management
New York
$251K -$169K -2,634 -40%
PWM
1349
PBMares Wealth Management
Virginia
$250K +$2.06K +32 +0.8%
NFW
1350
Noble Family Wealth
Florida
$248K +$119K +1,847 +92%
52 53
54
55 56