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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 %
VCM
1401
Versant Capital Management
Arizona
$215K +$210K +3,263 +4,183%
PP
1402
Patten & Patten
Tennessee
$215K – – –
Kayne Anderson Rudnick Investment Management
1403
Kayne Anderson Rudnick Investment Management
California
$214K – – –
IA
1404
Insight Advisors
Pennsylvania
$213K – – –
JCM
1405
Jacobi Capital Management
Pennsylvania
$213K +$14.4K +224 +7%
ITIM
1406
Indiana Trust & Investment Management
Indiana
$213K +$213K +3,309 New
BWM
1407
BlackDiamond Wealth Management
New York
$213K +$213K +3,424 New
PG
1408
Prostatis Group
Maryland
$213K +$213K +3,303 New
MFG
1409
Mendota Financial Group
Wisconsin
$212K – – –
MA
1410
MKT Advisors
California
$212K +$212K +3,346 New
DWM
1411
Dakota Wealth Management
Florida
$211K +$211K +3,278 New
CPCM
1412
Cardinal Point Capital Management
Ontario, Canada
$210K +$7.72K +120 +4%
MCP
1413
Mirador Capital Partners
California
$210K +$210K +3,266 New
HAS
1414
HBW Advisory Services
California
$210K +$210K +3,265 New
RW
1415
REDW Wealth
New Mexico
$209K +$209K +3,249 New
IWA
1416
IVC Wealth Advisors
Pennsylvania
$209K – – –
LWM
1417
Lyell Wealth Management
California
$208K -$196K -3,050 -49%
VIA
1418
Vickerman Investment Advisors
Washington
$206K – – –
AC
1419
AlphaCore Capital
California
$205K – – –
CW
1420
Channel Wealth
California
$204K -$62.6K -973 -23%
AUB
1421
Atlantic Union Bankshares
Virginia
$204K – – –
AAM
1422
Aureus Asset Management
Massachusetts
$204K – – –
BFG
1423
Baron Financial Group
New Jersey
$204K -$11.9K -185 -6%
RPCA
1424
Running Point Capital Advisors
California
$203K +$9.85K +153 +5%
GWM
1425
Gitterman Wealth Management
New Jersey
$202K -$106K -1,651 -35%
55 56
57
58 59