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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 %
HT
1476
Headlands Technologies
Illinois
$81.9K +$16.3K +253 +25%
JGIA
1477
Jackson Grant Investment Advisers
Connecticut
$81K +$66.7K +1,037 +467%
IAS
1478
IMA Advisory Services
Colorado
$79.2K – – –
AGWCA
1479
Annis Gardner Whiting Capital Advisors
Florida
$79.1K +$79.1K +1,229 New
SIC
1480
SJS Investment Consulting
Ohio
$76.3K +$76.3K +1,186 New
PWMG
1481
Provence Wealth Management Group
California
$74.5K +$74.5K +1,157 New
PP
1482
PFS Partners
New Jersey
$74.2K – – –
BONH
1483
Bank of New Hampshire
New Hampshire
$73.9K – – –
AIM
1484
Arcadia Investment Management
Michigan
$72.8K – – –
DAM
1485
Delta Asset Management
Tennessee
$72.7K – – –
TWM
1486
Tradition Wealth Management
Minnesota
$72K – – –
BCM
1487
BluePath Capital Management
Georgia
$71.8K +$71.8K +1,115 New
TC
1488
Tacita Capital
Ontario, Canada
$71.6K – – –
OC
1489
Oakworth Capital
Alabama
$71.2K +$23.2K +360 +48%
CPG
1490
Cornerstone Planning Group
New Jersey
$71.1K +$3.22K +50 +5%
CSC
1491
Caldwell Sutter Capital
California
$67.8K +$15K +233 +28%
C
1492
Cliffwater
California
$66.7K – – –
SA
1493
SRH Advisors
Kansas
$66K – – –
PGAM
1494
Princeton Global Asset Management
New Jersey
$65.3K +$13.1K +203 +25%
SC
1495
Steph & Co
Wisconsin
$64.1K +$64.1K +996 New
BF
1496
BOK Financial
Oklahoma
$60.8K +$17.3K +278 +40%
PAI
1497
Pittenger & Anderson Inc
Nebraska
$59.8K +$59.8K +930 New
CHA
1498
Carmichael Hill & Associates
Maryland
$59.7K – – –
PP
1499
Pacifica Partners
Canada
$57.8K +$41.7K +659 +259%
AWM
1500
Angeles Wealth Management
California
$57.5K -$19.9K -310 -26%
58 59
60
61 62