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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 %
Prudential Financial
151
Prudential Financial
New Jersey
$52.2M +$6.99M +108,549 +15%
IB
152
Intrust Bank
Kansas
$51.4M -$587K -9,128 -1%
MCWS
153
McKinley Carter Wealth Services
West Virginia
$49.6M +$1.18M +18,273 +2%
BWM
154
Baystate Wealth Management
Massachusetts
$48.9M -$824K -12,802 -2%
AHSW
155
Adventist Health System West
California
$48.9M -$3.72M -57,800 -7%
IWC
156
Integrated Wealth Concepts
Massachusetts
$48.3M +$3.82M +59,399 +9%
FWI
157
Facet Wealth Inc
Maryland
$46.7M +$12.2M +195,429 +35%
OWM
158
Orgel Wealth Management
Wisconsin
$46.7M +$1.21M +18,856 +3%
1832 Asset Management
159
1832 Asset Management
Ontario, Canada
$46.3M -$14.6M -226,894 -24%
CFO
160
Callan Family Office
Pennsylvania
$46.2M +$2.4M +37,341 +5%
CWM
161
Circle Wealth Management
New Jersey
$45.4M +$45.4M +705,123 New
RA
162
Riversedge Advisors
Delaware
$45.2M +$4.59M +71,278 +11%
BFPW
163
BOK Financial Private Wealth
Colorado
$44.2M -$668K -10,375 -1%
OWM
164
Olympus Wealth Management
Utah
$43.9M -$281K -4,367 -0.6%
DLDF
165
Dan L. Duncan Foundation
Texas
$43.6M – – –
DT
166
Diversified Trust
Tennessee
$43.4M -$1.92M -29,879 -4%
BSB
167
Bangor Savings Bank
Maine
$42.8M +$260K +4,033 +0.6%
Acadian Asset Management
168
Acadian Asset Management
Massachusetts
$42.7M +$17.8M +277,402 +72%
CCA
169
Conservest Capital Advisors
Pennsylvania
$42.5M +$1.31M +20,423 +3%
MW
170
Marcum Wealth
Ohio
$41.3M -$512K -7,951 -1%
FFA
171
First Foundation Advisors
California
$41.1M +$5.64M +87,696 +16%
WA
172
Wilshire Advisors
California
$41M +$401K +6,229 +1%
RA
173
Regis Acquisition
Colorado
$40.9M -$6.29M -97,753 -13%
IFAM
174
Institutional & Family Asset Management
Colorado
$40.7M +$54.2K +842 +0.1%
MMA
175
Miracle Mile Advisors
California
$40.6M -$1.26M -19,536 -3%
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