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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 %
SIAS
1376
Summit Investment Advisory Services
Minnesota
$230K -$56.9K -884 -20%
RIS
1377
Retirement Income Solutions
Michigan
$227K +$10.9K +170 +5%
FAM
1378
Formidable Asset Management
Ohio
$227K -$41.4K -644 -15%
BO
1379
Bank OZK
Arkansas
$227K +$227K +3,526 New
FWA
1380
FSM Wealth Advisors
Ohio
$227K -$92.4K -1,435 -29%
NFSG
1381
Newbridge Financial Services Group
Florida
$227K -$1.74K -27 -0.8%
CD
1382
Chapin Davis
Maryland
$226K +$17.1K +265 +8%
SSWM
1383
Sheets Smith Wealth Management
North Carolina
$225K -$1.35K -21 -0.6%
SMA
1384
Sage Mountain Advisors
Georgia
$224K -$45K -700 -17%
TSS
1385
Two Sigma Securities
New York
$224K -$771K -11,983 -78%
RFA
1386
Register Financial Advisors
Georgia
$223K -$4.89K -76 -2%
GPA
1387
Guerra Pan Advisors
New Jersey
$223K +$1.87K +29 +0.8%
CNB
1388
Camden National Bank
Maine
$223K -$8.3K -129 -4%
CSIC
1389
Clifford Swan Investment Counsel
California
$223K +$223K +3,458 New
CW
1390
CreativeOne Wealth
Kansas
$221K -$458K -7,111 -67%
DDC
1391
DF Dent & Co
Maryland
$221K -$10.6K -165 -5%
SCA
1392
Stonebridge Capital Advisors
Minnesota
$220K +$12.9K +200 +6%
FP
1393
Financial Perspectives
Minnesota
$218K +$3.48K +54 +2%
CCA
1394
Column Capital Advisors
Indiana
$218K – – –
CSB
1395
City State Bank
Iowa
$217K -$3.22K -50 -1%
MM
1396
Meridian Management
Arkansas
$217K +$5.28K +82 +2%
BC
1397
Burney Company
Virginia
$216K – – –
PFG
1398
Pinnacle Financial Group
Illinois
$216K -$16.9K -263 -7%
GAM
1399
Gemmer Asset Management
California
$215K – – –
AIM
1400
Anchor Investment Management
South Carolina
$215K +$36.7K +571 +21%
54 55
56
57 58