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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 %
SHFP
1601
Second Half Financial Partners
Florida
– -$455K -6,743 Closed
MC
1602
Middleton & Co
Massachusetts
– -$450K -6,670 Closed
BTWM
1603
Baker Tilly Wealth Management
Wisconsin
– -$438K -6,486 Closed
PSP
1604
Principal Street Partners
Tennessee
– -$434K -6,425 Closed
AHB
1605
Abner Herrman & Brock
New Jersey
– -$419K -6,214 Closed
VFPI
1606
Vantage Financial Partners (Illinois)
Illinois
– -$349K -5,165 Closed
CIC
1607
Chilton Investment Company
Connecticut
– -$342K -5,063 Closed
AIP
1608
Almanack Investment Partners
Pennsylvania
– -$333K -4,929 Closed
EP
1609
Edgestream Partners
New Jersey
– -$298K -4,416 Closed
SPWG
1610
Syntegra Private Wealth Group
Missouri
– -$298K -4,414 Closed
BRA
1611
Biechele Royce Advisors
Indiana
– -$291K -4,311 Closed
RF
1612
Rollins Financial
Georgia
– -$283K -4,191 Closed
TH
1613
Team Hewins
California
– -$279K -4,140 Closed
PCI
1614
Planning Center Inc
Illinois
– -$270K -4,005 Closed
SI
1615
Stephens Inc
Arkansas
– -$265K -3,931 Closed
AQR Capital Management
1616
AQR Capital Management
Connecticut
– -$262K -3,875 Closed
PCH
1617
PGIM Custom Harvest
New Jersey
– -$254K -3,762 Closed
AC
1618
ASB Consultores
Florida
– -$254K -3,758 Closed
TNA
1619
True North Advisors
Texas
– -$247K -3,661 Closed
T
1620
TNF
Montana
– -$245K -3,626 Closed
BFM
1621
Boston Financial Management
Massachusetts
– -$237K -3,514 Closed
3LCM
1622
3D/L Capital Management
Connecticut
– -$232K -3,442 Closed
DWA
1623
Divergent Wealth Advisors
Utah
– -$230K -3,403 Closed
ETS
1624
ESL Trust Services
New York
– -$225K -3,328 Closed
AAS
1625
Annex Advisory Services
Wisconsin
– -$219K -3,250 Closed
63 64
65
66 67