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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 %
SF
1626
Slagle Financial
Illinois
– -$218K -3,230 Closed
APP
1627
Avantax Planning Partners
Iowa
– -$217K -3,215 Closed
EA
1628
Eudaimonia Advisors
Tennessee
– -$217K -3,208 Closed
CCT
1629
Capital City Trust
Florida
– -$214K -3,175 Closed
PP
1630
Prosperity Planning
Missouri
– -$212K -3,134 Closed
ESBC
1631
E.S. Barr & Co
Kentucky
– -$210K -3,115 Closed
ACM
1632
Absolute Capital Management
Pennsylvania
– -$210K -3,107 Closed
CG
1633
Caprock Group
Idaho
– -$208K -3,086 Closed
FHC
1634
First Heartland Consultants
Missouri
– -$207K -3,064 Closed
VIA
1635
Vident Investment Advisory
Georgia
– -$205K -3,036 Closed
TSA
1636
Tri-Star Advisors
Texas
– -$199K -2,948 Closed
PIAS
1637
PCA Investment Advisory Services
Ohio
– -$171K -2,527 Closed
Qube Research & Technologies (QRT)
1638
Qube Research & Technologies (QRT)
United Kingdom
– -$142K -1,515 Closed
WP
1639
WealthPLAN Partners
Nebraska
– -$97K -1,437 Closed
HS
1640
Horan Securities
United States
– -$56K -830 Closed
MCI
1641
MRP Capital Investments
Georgia
– -$53.3K -790 Closed
BCM
1642
Birch Capital Management
Texas
– -$45.3K -671 Closed
DMKJ
1643
David M. Knott Jr
– -$43K -633 Closed
TFP
1644
Tilia Fiduciary Partners
North Carolina
– -$28.4K -420 Closed
2L
1645
25 LLC
Missouri
– -$23.9K -345 Closed
LFA
1646
Legend Financial Advisors
Pennsylvania
– -$16.9K -251 Closed
NL
1647
NVWM LLC
Pennsylvania
– -$14.3K -212 Closed
VAG
1648
VisionPoint Advisory Group
Texas
– -$3.55K -53 Closed
CWA
1649
Clearview Wealth Advisors
Oregon
– -$3.41K -50 Closed
RFG
1650
RFP Financial Group
Georgia
– -$2.89K -43 Closed
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