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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 %
BC
126
Bartlett & Co
Ohio
$69.1M +$1.9M +29,489 +3%
BCWM
127
Bartlett & Co Wealth Management
Ohio
$69.1M +$1.9M +29,489 +3%
ECG
128
Edge Capital Group
Georgia
$68.7M +$2.26M +35,113 +3%
Mackenzie Financial
129
Mackenzie Financial
Ontario, Canada
$66.2M +$7.2M +115,099 +12%
LMIM
130
Lockheed Martin Investment Management
Maryland
$65.2M -$1.29M -20,000 -2%
RWM
131
Ritholtz Wealth Management
New York
$64.9M +$4.24M +65,852 +7%
National Bank of Canada
132
National Bank of Canada
Quebec, Canada
$64.7M -$136M -2,146,947 -68%
NA
133
NewEdge Advisors
Louisiana
$63.9M +$13.2M +205,186 +26%
VWM
134
Venturi Wealth Management
Texas
$62.4M +$3.67M +57,104 +6%
FSC
135
Full Sail Capital
Oklahoma
$61.9M +$6.63M +103,065 +12%
SFBLI
136
Southern Farm Bureau Life Insurance
Mississippi
$61.3M – – –
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$61.3M -$17.8M -275,354 -22%
Cambridge Investment Research Advisors
138
Cambridge Investment Research Advisors
Iowa
$61M -$5.9M -91,713 -9%
CFFP
139
Center for Financial Planning
Michigan
$60.9M +$1.72M +26,758 +3%
WANY
140
Wealthspire Advisors (New York)
New York
$60.8M +$6.73M +104,565 +12%
AWA
141
Aaron Wealth Advisors
Illinois
$60.5M +$6.48M +100,640 +12%
CA
142
Cambridge Associates
Massachusetts
$59.9M +$59.9M +931,153 New
RCAG
143
Rehmann Capital Advisory Group
Michigan
$58.6M -$654K -10,156 -1%
SFI
144
SPC Financial Inc
Maryland
$58.5M +$464K +7,206 +0.8%
MSA
145
Mason Street Advisors
Wisconsin
$56.9M -$16.8M -260,700 -23%
CW
146
Cabot-Wellington
Massachusetts
$54.5M -$105K -1,629 -0.2%
PA
147
Parallel Advisors
California
$53.5M +$11.9M +184,514 +28%
TCBWMS
148
Texas Capital Bank Wealth Management Services
Texas
$53.4M -$2.52M -39,144 -5%
FNT
149
First National Trust
Pennsylvania
$53.1M +$990K +15,380 +2%
B
150
Bailard
California
$52.9M -$330K -5,122 -0.6%
4 5
6
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