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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 %
BIA
1576
Bell Investment Advisors
California
$129 – – –
TAIM
1577
TD Ameritrade Investment Management
Nebraska
– -$246M -3,641,061 Closed
State of Wisconsin Investment Board
1578
State of Wisconsin Investment Board
Wisconsin
– -$28.1M -416,732 Closed
Citadel Advisors
1579
Citadel Advisors
Florida
– -$15.4M -228,818 Closed
GC
1580
Guidance Capital
Kentucky
– -$13.8M -203,952 Closed
Squarepoint
1581
Squarepoint
New York
– -$9.09M -134,675 Closed
Massachusetts Financial Services
1582
Massachusetts Financial Services
Massachusetts
– -$7.35M -108,911 Closed
GH
1583
Geisinger Health
Pennsylvania
– -$7.34M -108,797 Closed
HIM
1584
Hanlon Investment Management
New Jersey
– -$6.72M -99,526 Closed
EWM
1585
Executive Wealth Management
Michigan
– -$6.37M -94,426 Closed
HFRG
1586
Houlihan Financial Resource Group
Virginia
– -$5.14M -75,632 Closed
JF
1587
Jump Financial
Illinois
– -$4.41M -65,349 Closed
BNP Paribas Financial Markets
1588
BNP Paribas Financial Markets
France
– -$4.32M -63,961 Closed
VAS
1589
Vestmark Advisory Solutions
Massachusetts
– -$2.48M -36,710 Closed
V
1590
Veritable
Delaware
– -$2.16M -31,932 Closed
WAM
1591
WealthTrust Asset Management
Florida
– -$1.77M -26,247 Closed
FAAM
1592
First Ascent Asset Management
Colorado
– -$1.38M -20,459 Closed
AT
1593
American Trust
Kentucky
– -$1.18M -17,492 Closed
PWS
1594
Peterson Wealth Services
Utah
– -$1.15M -17,000 Closed
SI
1595
Saxon Interests
Texas
– -$1.13M -16,684 Closed
PP
1596
Pegasus Partners
Wisconsin
– -$962K -14,258 Closed
AGP
1597
Autumn Glory Partners
Texas
– -$869K -12,870 Closed
IWMWV
1598
Ironwood Wealth Management (West Virginia)
West Virginia
– -$549K -8,365 Closed
FWM
1599
FMB Wealth Management
California
– -$557K -8,248 Closed
EBWM
1600
Eagle Bluffs Wealth Management
Missouri
– -$532K -7,880 Closed
62 63
64
65 66