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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 %
HDIM
1526
Hanson & Doremus Investment Management
Vermont
$23K – – –
AWM
1527
Atticus Wealth Management
Florida
$22.8K – – –
HWA
1528
HHM Wealth Advisors
Tennessee
$22.3K -$4.63K -72 -17%
HWM
1529
Horizons Wealth Management
North Carolina
$20.7K – – –
TWD
1530
True Wealth Design
Ohio
$20.3K +$20.3K +316 New
PCTC
1531
Perkins Coie Trust Company
Washington
$20.3K – – –
TCM
1532
Tradewinds Capital Management
Washington
$20.1K – – –
HCP
1533
Hexagon Capital Partners
Arkansas
$19.9K – – –
CIA
1534
Cape Investment Advisory
Georgia
$19.5K +$19.5K +303 New
SN
1535
Sittner & Nelson
Oregon
$18.4K – – –
TAM
1536
Tucker Asset Management
Colorado
$18.1K -$42.6K -662 -70%
EL
1537
EMFO LLC
Florida
$17.9K – – –
BBPWM
1538
Blue Bell Private Wealth Management
Pennsylvania
$17.2K – – –
NRG
1539
Nemes Rush Group
Michigan
$16.5K – – –
AWM
1540
AllSquare Wealth Management
New York
$16.5K +$2.51K +39 +18%
CB
1541
CNB Bank
Pennsylvania
$16K +$4.83K +75 +43%
GWM
1542
Guardian Wealth Management
Illinois
$15K – – –
TSW
1543
Thompson Siegel & Walmsley
Virginia
$14K -$3.58K -56 -20%
VNA
1544
Valley National Advisers
Pennsylvania
$14K -$1.25K -20 -8%
NF
1545
Norwood Financial
Pennsylvania
$12.9K – – –
MFT
1546
Moisand Fitzgerald Tamayo
Florida
$12.4K +$12.4K +193 New
WAM
1547
WFA Asset Management
Wisconsin
$10.9K – – –
JMF
1548
Johnson Midwest Financial
Iowa
$10.6K – – –
MAWCM
1549
Mine & Arao Wealth Creation & Management
California
$10.3K – – –
C
1550
Covestor
United Kingdom
$10K +$6.34K +97 +173%
60 61
62
63 64