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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 %
LBA
1426
Lowell Blake & Associates
Massachusetts
$201K – – –
NOI
1427
Newton One Investments
Delaware
$198K – – –
CBT
1428
CoreFirst Bank & Trust
Kansas
$196K +$9.65K +150 +5%
PG
1429
Proffitt & Goodson
Tennessee
$195K – – –
CBT
1430
Central Bank & Trust
Kentucky
$188K – – –
HWM
1431
HighMark Wealth Management
Minnesota
$185K +$15.1K +234 +9%
MWM
1432
Mascoma Wealth Management
New Hampshire
$183K – – –
TWC
1433
TD Waterhouse Canada
Ontario, Canada
$182K -$14.4K -200 -7%
FMII
1434
Farmers & Merchants Investments Inc
Nebraska
$180K +$51.5K +800 +40%
EWA
1435
EverSource Wealth Advisors
Alabama
$176K +$74.6K +1,159 +73%
PO
1436
Private Ocean
California
$175K -$43.8K -680 -20%
ANBT
1437
American National Bank & Trust
Texas
$167K – – –
MHR
1438
Matthew Hamilton Rosenberg
$166K +$2.51K +39 +2%
CSWM
1439
Cassady Schiller Wealth Management
Ohio
$165K +$19K +295 +13%
AP
1440
Atwood & Palmer
Missouri
$159K – – –
PMFA
1441
Plante Moran Financial Advisors
Michigan
$158K -$25.4K -395 -14%
TRCT
1442
Tower Research Capital (TRC)
New York
$155K +$138K +2,145 +792%
CB
1443
Centennial Bank
Arkansas
$155K -$6.89K -107 -4%
AAG
1444
Armstrong Advisory Group
Massachusetts
$154K +$154K +2,387 New
NS
1445
NBC Securities
Alabama
$151K +$151K +2,358 New
OFG
1446
Oxford Financial Group
Indiana
$150K – – –
SHIM
1447
Stone House Investment Management
Pennsylvania
$149K -$12.5K -195 -8%
HGERS
1448
Householder Group Estate & Retirement Specialist
Arizona
$148K +$148K +2,294 New
GWS
1449
Glassman Wealth Services
Virginia
$147K – – –
SL
1450
Salomon & Ludwin
Virginia
$143K +$143K +2,216 New
56 57
58
59 60