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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 %
Simplex Trading
1451
Simplex Trading
Illinois
$141K +$141K +2,195 New
CWM
1452
Compass Wealth Management
Connecticut
$129K – – –
PA
1453
PSI Advisors
Florida
$128K +$22.3K +347 +21%
MRCM
1454
M&R Capital Management
New Jersey
$123K +$6.44K +100 +6%
FPB
1455
First PREMIER Bank
South Dakota
$122K – – –
LOIP
1456
Live Oak Investment Partners
Texas
$119K -$125K – –
MFC
1457
Mechanics Financial Corp
Ohio
$116K – – –
BFEC
1458
Benjamin F. Edwards & Company
Missouri
$113K +$1.81K +28 +2%
IPW
1459
Impact Partnership Wealth
Georgia
$110K +$37.1K +577 +51%
EWM
1460
Evermay Wealth Management
Virginia
$107K – – –
AAP
1461
Arax Advisory Partners
Colorado
$104K -$91.8K -1,426 -47%
BCPWM
1462
Bradley & Co Private Wealth Management
Florida
$104K – – –
OIA
1463
Optimum Investment Advisors
Illinois
$104K +$3.28K +51 +3%
WWP
1464
WR Wealth Planners
Missouri
$103K -$2.06K -32 -2%
SAG
1465
Spotlight Asset Group
Illinois
$96.7K – – –
BCMLT
1466
Beacon Capital Management LLC (Tennessee)
Tennessee
$96.3K – – –
SFSG
1467
Sound Financial Strategies Group
Mississippi
$92.8K -$1.54K -24 -2%
TH
1468
TCTC Holdings
Texas
$91.2K – – –
KFO
1469
Kopp Family Office
Minnesota
$90K – – –
GIA
1470
Goodwin Investment Advisory
Georgia
$87.9K -$7.47K -116 -8%
CCM
1471
Chilton Capital Management
Texas
$87.6K – – –
CNBTD
1472
Citizens National Bank Trust Department
Mississippi
$86.9K – – –
RG
1473
Retirement Group
California
$83.7K – – –
ST
1474
Smithfield Trust
Pennsylvania
$83K -$58.9K -916 -42%
TCCM
1475
Timber Creek Capital Management
Massachusetts
$82.7K – – –
57 58
59
60 61