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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 %
RFA
1351
Resurgent Financial Advisors
Georgia
$247K +$217K +3,378 +730%
SAM
1352
Satovsky Asset Management
New York
$245K -$12.9K -201 -5%
ISL
1353
Ingalls & Snyder LLC
New York
$244K – – –
CFG
1354
Cooper Financial Group
California
$242K +$242K +3,768 New
FAM
1355
Forte Asset Management
New York
$242K – – –
ACM
1356
Argent Capital Management
Missouri
$241K – – –
KCFA
1357
Key Client Fiduciary Advisors
New Jersey
$241K +$772 +12 +0.3%
MAG
1358
Mayfair Advisory Group
Alabama
$241K +$582 +9 +0.2%
HCA
1359
Horan Capital Advisors
Ohio
$240K – – –
KFG
1360
Kingdom Financial Group
Arizona
$240K +$240K +3,725 New
PA
1361
Pinnacle Associates
New York
$240K -$29K -450 -11%
GFP
1362
Gryphon Financial Partners
Ohio
$239K +$239K +3,710 New
CWP
1363
Concord Wealth Partners
Virginia
$236K -$24.8K -386 -10%
CAWM
1364
Capital Advisors Wealth Management
Washington
$236K +$236K +3,671 New
APWA
1365
Atlas Private Wealth Advisors
New Jersey
$236K +$29.5K +458 +14%
TFA
1366
TPG Financial Advisors
Oregon
$236K +$14.1K +219 +6%
FMC
1367
First Merchants Corp
Indiana
$236K +$236K +3,661 New
DWP
1368
Destiny Wealth Partners
Florida
$235K – – –
CCWM
1369
Cassaday & Co Wealth Management
Virginia
$233K +$1.42K +22 +0.6%
AIA
1370
Ally Invest Advisors
North Carolina
$232K +$16.5K +257 +8%
HIF
1371
Hill Island Financial
Michigan
$232K – – –
OPWM
1372
Oxinas Partners Wealth Management
Indiana
$232K -$257 -4 -0.1%
HWP
1373
Hibernia Wealth Partners
Louisiana
$232K +$232K +3,603 New
DA
1374
Detalus Advisors
Missouri
$232K +$4.7K +73 +2%
FCA
1375
FLC Capital Advisors
California
$231K – – –
53 54
55
56 57