IEFA icon

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
$3.38B
2
Bank of America
Bank of America
North Carolina
$10.6B
3
Charles Schwab
Charles Schwab
California
$375M
4
FCAS
First Command Advisory Services
Texas
$160M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$469M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.27B
2
BCIM
Bishop & Co Investment Management
Pennsylvania
$328K
3
Cerity Partners
Cerity Partners
New York
$234M
4
UCFA
United Capital Financial Advisors
Texas
$503M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.6B +$273M +4,240,665 +3%
Morgan Stanley
2
Morgan Stanley
New York
$5.69B +$102M +1,583,086 +2%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$4.71B +$57.6M +895,629 +1%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$3.75B +$3.75B +58,268,873 New
Wells Fargo
5
Wells Fargo
California
$3.38B +$703M +10,923,208 +26%
BlackRock
6
BlackRock
New York
$2.56B +$10.6M +165,118 +0.4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.27B -$692M -10,753,203 -23%
LPL Financial
8
LPL Financial
California
$2.15B +$87.6M +1,360,944 +4%
US Bancorp
9
US Bancorp
Minnesota
$1.86B +$54.3M +843,348 +3%
RJA
10
Raymond James & Associates
Florida
$1.86B +$36.1M +560,648 +2%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$1.67B +$58.1M +902,877 +4%
Goldman Sachs
12
Goldman Sachs
New York
$1.67B +$59.8M +928,713 +4%
UBS Group
13
UBS Group
Switzerland
$1.65B +$29.3M +455,295 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.27B +$120M +1,863,243 +10%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$991M +$15.1M +234,638 +2%
M&T Bank
16
M&T Bank
New York
$989M +$11.6M +180,800 +1%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$969M +$10.1M +157,413 +1%
Betterment LLC
18
Betterment LLC
New York
$791M +$9.55M +148,393 +1%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$770M +$770M +11,965,808 New
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$743M +$50.8M +789,655 +7%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$611M – – –
Stifel Financial
22
Stifel Financial
Missouri
$606M +$33.1M +514,429 +6%
Ameriprise
23
Ameriprise
Minnesota
$592M -$5.13M -79,432 -0.9%
Truist Financial
24
Truist Financial
North Carolina
$527M +$4M +62,086 +0.8%
UCFA
25
United Capital Financial Advisors
Texas
$503M -$140M -2,179,420 -22%
1
2 3 4 5