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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 %
CFG
176
Compton Financial Group
Maryland
$40.5M -$808K -12,563 -2%
GLLW
177
Graves Light Lenhart Wealth
Virginia
$40.3M +$2.19M +34,245 +6%
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$39.6M -$9.83M -152,738 -20%
AWA
179
Alaska Wealth Advisors
Alaska
$39.2M +$654K +10,162 +2%
SWA
180
Strategies Wealth Advisors
Michigan
$39.1M +$1.72M +26,759 +5%
AGA
181
Arkos Global Advisors
Texas
$39M -$7.52M -116,921 -16%
CB
182
Community Bank
New York
$38.7M -$84.6K -1,315 -0.2%
SFP
183
Shepherd Financial Partners
Massachusetts
$38.6M +$1.28M +19,955 +3%
LSAG
184
Lake Street Advisors Group
New Hampshire
$38.3M -$476K -7,393 -1%
BWM
185
Brickley Wealth Management
California
$38M -$20.9K -325 -0.1%
NYLIM
186
New York Life Investment Management
New York
$37.9M +$2.44M +37,937 +7%
OIA
187
OneDigital Investment Advisors
Kansas
$37.7M +$7.61M +118,282 +25%
LNB
188
Ledyard National Bank
$36.9M +$1.03M +16,081 +3%
WSTAM
189
Wilbanks Smith & Thomas Asset Management
Virginia
$36.7M -$521K -8,100 -1%
CFO
190
Colony Family Offices
North Carolina
$36.2M +$16.9K +263 +0%
DCM
191
Disciplina Capital Management
Tennessee
$35.9M -$14.2M -220,411 -28%
IWMA
192
Ironwood Wealth Management (Arizona)
Arizona
$35.3M -$1.24M -19,560 -3%
AWM
193
AE Wealth Management
Kansas
$35.2M +$136K +2,111 +0.4%
LIA
194
LBMC Investment Advisors
Tennessee
$35M -$207K -3,310 -0.6%
ANTB
195
AMG National Trust Bank
Colorado
$34.5M +$3.07M +47,654 +10%
QCG
196
Quadrant Capital Group
Ohio
$34.3M +$48K +746 +0.1%
TFCP
197
Twin Focus Capital Partners
Massachusetts
$34.3M -$239K -3,712 -0.7%
RFP
198
Roth Financial Partners
Texas
$34.2M +$2.2M +34,263 +7%
BCI
199
Brinker Capital Investments
Pennsylvania
$34.1M +$118K +1,828 +0.3%
OPS
200
Orion Portfolio Solutions
Nebraska
$34.1M +$118K +1,828 +0.3%
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