IEFA icon

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 %
MLA
1551
MB, Levis & Associates
Pennsylvania
$9.91K – – –
ME
1552
McIlrath & Eck
Washington
$9.72K – – –
IF
1553
Integrity Financial
Wyoming
$9.4K – – –
EAM
1554
Eukles Asset Management
Ohio
$9.01K – – –
MAWA
1555
Moss Adams Wealth Advisors
Washington
$8.62K -$772 -12 -8%
CAS
1556
Coppell Advisory Solutions
Texas
$8.38K -$150K -2,434 -95%
OLVIG
1557
Oliver Lagore Vanvalin Investment Group
Michigan
$8.11K -$20.1K -312 -71%
BWS
1558
Buck Wealth Strategies
Colorado
$7.08K +$7.08K +110 New
BEI
1559
Benjamin Edwards Inc
Missouri
$7K – – –
PBK
1560
Peoples Bank (Kansas)
Kansas
$6.44K +$6.44K +100 New
MFA
1561
McClarren Financial Advisors
Pennsylvania
$6K -$52 -1 -0.9%
CI
1562
Cordant Inc
Oregon
$5.66K +$5.66K +88 New
TSWM
1563
Tyler-Stone Wealth Management
Ohio
$5K – – –
CMP
1564
Coston McIsaac & Partners
Maine
$5K – – –
KC
1565
Kenfarb & Co
Kentucky
$4.95K – – –
DF
1566
DecisionPoint Financial
Arizona
$4.89K – – –
CPA
1567
Cardiff Park Advisors
California
$4.38K – – –
DJSG
1568
D.J. St. Germain
Massachusetts
$3.86K – – –
FA
1569
Faithward Advisors
Pennsylvania
$3.81K -$8.01K -124 -68%
FWM
1570
Focused Wealth Management
New York
$3.09K – – –
AWA
1571
Authentikos Wealth Advisory
California
$1.42K +$1.42K +22 New
RMC
1572
Resources Management Corp
Connecticut
$1K – – –
CIM
1573
Contravisory Investment Management
Massachusetts
$515 +$515 +8 New
YAL
1574
Your Advocates Ltd
Texas
$515 +$515 +8 New
RWM
1575
Ruedi Wealth Management
Illinois
$227 -$1.02K -18 -82%
61 62
63
64 65