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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 %
WA
201
Waddell & Associates
Tennessee
$34M +$576K +8,952 +2%
BOH
202
Bank of Hawaii
Hawaii
$33.9M +$912K +14,175 +3%
PFO
203
Pathstone Family Office
New Jersey
$33.4M +$926K +14,385 +3%
TLFA
204
True Link Financial Advisors
California
$33.4M +$1.15M +17,804 +4%
GGS
205
Galvin Gaustad & Stein
Arizona
$32.7M +$389K +6,050 +1%
Financial Engines Advisors
206
Financial Engines Advisors
California
$31.4M -$1.32M -20,536 -4%
CAG
207
Crestwood Advisors Group
Massachusetts
$31.2M -$344K -5,352 -1%
KA
208
Klingman & Associates
New York
$31M +$2.26M +35,111 +8%
BPA
209
Beacon Pointe Advisors
California
$30.8M +$2.25M +34,909 +8%
IP
210
Isthmus Partners
Wisconsin
$30.7M +$182K +2,830 +0.6%
PCWA
211
Pacific Capital Wealth Advisors
California
$30.6M -$903K -14,039 -3%
CCM
212
Coldstream Capital Management
Washington
$30.4M +$1.2M +18,694 +4%
MA
213
MCF Advisors
Kentucky
$30.2M +$376K +5,842 +1%
SPIA
214
Steward Partners Investment Advisory
New York
$30M +$177K +2,752 +0.6%
MAS
215
Meeder Advisory Services
Ohio
$29.7M -$753K -11,707 -2%
SIAM
216
Sterling Investment Advisors (Missouri)
Missouri
$29.6M +$959K +14,910 +3%
FPCP
217
Fort Point Capital Partners
California
$29.6M +$8.51M +132,289 +40%
NQWM
218
Northwest Quadrant Wealth Management
Oregon
$29.4M +$27.3K +425 +0.1%
CSIA
219
Conrad Siegel Investment Advisors
Pennsylvania
$29.2M +$1.93M +30,038 +7%
William Blair & Company
220
William Blair & Company
Illinois
$29M +$467K +7,260 +2%
GAM
221
Gotham Asset Management
New York
$28.3M +$16.1M +250,274 +132%
DC
222
Davenport & Co
Virginia
$28.1M +$2.14M +33,225 +8%
AWC
223
Abundance Wealth Counselors
Pennsylvania
$27.8M -$48.6K -756 -0.2%
RIM
224
Rockbridge Investment Management
New York
$27.8M +$636K +9,881 +2%
FFW
225
Fusion Family Wealth
New York
$27.5M +$84.4K +1,311 +0.3%
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