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iShares Core MSCI EAFE ETF (IEFA) Institutional Ownership

iShares Core MSCI EAFE ETF logo
$83.54 +13.76 (+19.72%)
Closing price 03:59 PM Eastern
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$83.54 +0.00 (+0.00%)
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Institutional Ownership Changes (13F Filings) for iShares Core MSCI EAFE ETF (BATS:IEFA)

Number of
Institutional Buyers
(last 12 months)
1591
Total
Institutional Inflows
(last 12 months)
$16.22B
Number of
Institutional Sellers
(last 12 months)
1063
Total
Institutional Outflows
(last 12 months)
$7.14B
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IEFA Institutional Buying and Selling by Quarter

iShares Core MSCI EAFE ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025Dentgroup LLC17,699$1.48M1.0%-2.7%0.001%
7/2/2025Helen Stephens Group LLC9,533$796K0.2%+1.8%0.001%
7/2/2025First Financial Bank Trust Division1,423,835$118.86M10.4%+1.7%0.083%
7/2/2025Central Pacific Bank Trust Division105,516$8.81M1.1%-0.7%0.006%
7/1/2025Harbor Investment Advisory LLC65,966$5.51M0.5%+7.6%0.004%
7/1/2025Private Client Services LLC121,661$10.16M4.0%+40.4%0.007%
6/24/2025Rainier Family Wealth Inc.21,004$1.59M1.9%+1.9%0.001%
6/17/2025Howe & Rusling Inc.40,377$3.05M0.3%+6.0%0.002%
6/6/2025Blue Oak Capital LLC7,030$532K0.3%-10.4%0.000%
6/4/2025First Hawaiian Bank1,004,281$75.97M3.7%-49.3%0.059%
6/3/2025CBIZ Investment Advisory Services LLC6,425$486K0.0%-12.0%0.000%
6/3/2025Invst LLC22,307$1.69M0.2%-11.8%0.001%
6/2/2025Cim Investment Management Inc.219,154$15.99M3.7%+99.4%0.013%
6/2/2025Modern Wealth Management LLC102,776$7.78M0.2%+797.3%0.006%
5/29/2025Nova Wealth Management Inc.1,104$84K0.1%-27.6%0.000%
5/29/2025Wilshire Advisors LLC443,551$33.56M11.7%-46.4%0.026%
5/29/2025Apeiron RIA LLC36,577$2.77M0.8%+1.0%0.002%
5/28/2025Jones Financial Companies Lllp89,235,188$6.82B6.1%+0.7%5.280%
5/28/2025Vista Cima Wealth Management LLC30,458$2.30M1.7%-30.5%0.002%
5/28/2025Intrua Financial LLC62,140$4.70M0.7%-10.0%0.004%
5/27/2025Jacobi Capital Management LLC19,200$1.45M0.1%+2.1%0.001%
5/27/2025Advisors Capital Management LLC9,149$692K0.0%-12.7%0.001%
5/23/2025Twin Lakes Capital Management LLC742$56K0.0%N/A0.000%
5/21/2025MBL Wealth LLC294,718$22.30M2.3%+0.5%0.017%
5/21/2025McAdam LLC156,636$11.85M0.7%-22.9%0.009%
5/21/2025Acadian Asset Management LLC509,110$38.51M0.1%-42.0%0.030%
5/21/2025Geneos Wealth Management Inc.231,581$17.52M0.6%+2.9%0.014%
5/21/2025CBM Financial LLC359,171$29.06M23.9%N/A0.021%
5/20/2025Fortis Capital Advisors LLC37,279$2.82M0.6%N/A0.002%
5/20/2025Belpointe Asset Management LLC48,467$3.67M0.2%+885.7%0.003%
5/20/2025Focus Partners Wealth1,828,773$138.35M0.3%-22.4%0.108%
5/20/2025Nepc LLC129,344$9.79M0.3%+73.8%0.008%
5/20/2025Integrity Alliance LLC.30,966$2.34M0.1%+93.4%0.002%
5/20/2025Glenview Trust co29,427$2.23M0.0%-0.8%0.002%
5/20/2025Aspen Investment Management Inc76,432$5.78M2.7%-2.8%0.005%
5/19/2025SageView Advisory Group LLC186,767$14.13M0.6%-14.9%0.011%
5/19/2025Advisory Alpha LLC4,491$340K0.0%+9.7%0.000%
5/19/2025SCS Capital Management LLC1,602,444$121.23M1.5%+723.8%0.095%
5/16/2025American Trust3,002$227K0.1%-75.7%0.000%
5/16/2025Logan Capital Management Inc.384$29K0.0%-61.9%0.000%
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5/16/2025AAF Wealth Management LLC58,058$4.39M2.4%-11.6%0.003%
5/16/2025Northeast Financial Consultants Inc15,771$1.19M0.1%-7.4%0.001%
5/16/2025Ascent Group LLC169,216$12.80M0.5%+435.9%0.010%
5/16/2025Coppell Advisory Solutions LLC22,552$1.62M0.1%+996.9%0.001%
5/16/2025Arete Wealth Advisors LLC38,071$2.88M0.2%-1.9%0.002%
5/16/2025Great Lakes Advisors LLC346,914$26.24M0.2%-40.7%0.021%
5/16/2025Signature Estate & Investment Advisors LLC14,782$1.12M0.0%+2.1%0.001%
5/16/2025Ashton Thomas Private Wealth LLC150,875$11.41M0.4%+7.4%0.009%
5/16/2025Goldman Sachs Group Inc.24,822,859$1.88B0.3%-1.9%1.452%
5/16/2025Kestra Investment Management LLC22,741$1.72M0.1%+23.5%0.001%
5/16/2025Knightsbridge Asset Management LLC16,119$1.22M0.3%+45.0%0.001%
5/16/2025Jones Financial Companies Lllp88,441,531$6.75B6.2%-0.1%5.233%
5/16/2025CKW Financial Group2,179,618$165.30M20.7%+2.4%0.129%
5/16/2025Legacy Wealth Managment LLC ID1,057$80K0.1%+688.8%0.000%
5/16/2025Coordinated Financial Services Inc. CO18,173$1.38M1.1%N/A0.001%
5/16/2025Talon Private Wealth LLC9,403$709K0.1%+7.0%0.001%
5/16/2025Sepio Capital LP14,859$1.12M0.1%+4.7%0.001%
5/16/2025Passaic Partners LLC2,034,600$153.92M23.3%-0.5%0.120%
5/16/2025Plancorp LLC101,951$7.71M0.3%-1.1%0.006%
5/16/2025Nepc LLC129,344$9.79M0.3%+73.8%0.008%
5/16/2025New England Asset Management Inc.358,100$27.09M4.4%+4.5%0.021%
5/16/2025NewEdge Advisors LLC922,958$69.82M0.4%-1.3%0.055%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.153,586$11.62M0.0%-21.0%0.009%
5/16/2025Integrated Wealth Concepts LLC625,076$47.29M0.6%-10.7%0.037%
5/16/2025Investmark Advisory Group LLC10,142$767K0.4%-2.9%0.001%
5/16/2025Gotham Asset Management LLC835,139$63.18M0.5%+1.0%0.049%
5/16/2025Hancock Whitney Corp450,647$34.09M1.1%+23.8%0.027%
5/16/2025Clark Capital Management Group Inc.4,842$366K0.0%N/A0.000%
5/16/2025Concorde Asset Management LLC7,449$545K0.3%+3.5%0.000%
5/16/2025Conrad N. Hilton Foundation163,456$12.37M8.7%-54.8%0.010%
5/16/2025Curi RMB Capital LLC246,055$18.61M0.5%+21.7%0.015%
5/16/2025Beaird Harris Wealth Management LLC2,191$166K0.0%+53.3%0.000%
5/16/2025Alliancebernstein L.P.6,396,424$483.89M0.2%-7.4%0.378%
5/16/2025AQR Capital Management LLC90,409$6.84M0.0%+53.1%0.005%
5/16/2025Ancora Advisors LLC189,304$14.32M0.3%+7.1%0.011%
5/16/2025Aprio Wealth Management LLC87,296$6.60M0.8%+17.5%0.005%
5/15/2025Paragon Private Wealth Management LLC8,495$643K0.3%+58.0%0.001%
5/15/2025Federation des caisses Desjardins du Quebec124,964$9.45M0.0%+3.1%0.007%
5/15/2025EP Wealth Advisors LLC111,657$8.45M0.1%-17.4%0.007%
5/15/2025LGL Partners LLC33,750$2.55M1.2%+6.9%0.002%
5/15/2025First Manhattan CO. LLC.12,407$939K0.0%+5.5%0.001%
5/15/2025Capital Investment Counsel LLC40,264$3.05M0.5%-1.2%0.002%
5/15/2025Core Wealth Advisors Inc.205,879$15.58M5.0%+0.4%0.012%
5/15/2025Focus Partners Advisor Solutions LLC66,033$5.00M0.1%+4.2%0.004%
5/15/2025First Financial Bankshares Inc8,176$619K0.0%-16.6%0.000%
5/15/2025Flputnam Investment Management Co.3,245,675$245.54M4.6%+2.7%0.192%
5/15/2025Cubist Systematic Strategies LLC6,980$528K0.0%-40.0%0.000%
5/15/2025Royal Bank of Canada7,720,294$584.04M0.1%+4.3%0.457%
5/15/2025Betterment LLC10,672,579$807.38M1.9%-6.1%0.632%
5/15/2025MAI Capital Management2,029,211$153.51M1.2%-0.3%0.120%
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5/15/2025Calton & Associates Inc.12,136$918K0.2%N/A0.001%
5/15/2025DRW Securities LLC41,662$3.15M0.1%-93.6%0.002%
5/15/2025Connecticut Wealth Management LLC1,774,441$134.24M7.0%+5.5%0.105%
5/15/2025Baird Financial Group Inc.5,755,495$435.40M0.8%+5.4%0.341%
5/15/2025Evergreen Capital Management LLC170,406$12.89M0.4%+8.8%0.010%
5/15/2025The Manufacturers Life Insurance Company 872,941$66.04M0.1%-38.9%0.052%
5/15/2025JDM Financial Group LLC22,649$1.71M0.9%-1.0%0.001%
5/15/2025Pembroke Management LTD49,808$3.77M0.6%-9.4%0.003%
5/15/2025WPG Advisers LLC4,053$307K0.3%N/A0.000%
5/15/2025TD Capital Management LLC9,290$703K0.1%-3.8%0.001%
(Data available from 1/1/2016 forward)

IEFA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IEFA shares?

During the previous two years, 2,236 institutional investors and hedge funds held shares of iShares Core MSCI EAFE ETF. The most heavily invested institutionals were Bank of America Corp DE ($13.48B), Jones Financial Companies Lllp ($6.82B), Morgan Stanley ($5.69B), Wells Fargo & Company MN ($4.62B), TIAA FSB ($3.98B), TIAA Trust National Association ($3.83B), and Raymond James Financial Inc. ($2.86B).Learn more on iShares Core MSCI EAFE ETF's institutional investors.

Which institutional investors have been buying iShares Core MSCI EAFE ETF's stock?

Of the 2,012 institutional investors that purchased iShares Core MSCI EAFE ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($61.22M), Raymond James Financial Inc. ($37.78M), Bishop & Co Investment Management LLC ($21.63M), Envestnet Portfolio Solutions Inc. ($14.34M), Bank of New York Mellon Corp ($11.52M), Alaska Permanent Fund Corp ($10.90M), and Bank of America Corp DE ($9.13M).

How much institutional buying is happening at iShares Core MSCI EAFE ETF?

Institutional investors have bought a total of 223,774,029 shares in the last 24 months. This purchase volume represents approximately $16.22B in transactions.

Which of iShares Core MSCI EAFE ETF's major shareholders have been selling company stock?

Of the 1,062 institutional investors that sold iShares Core MSCI EAFE ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TIAA Trust National Association ($8.51M), Envestnet Portfolio Solutions Inc. ($6.59M), First Citizens Bank & Trust Co. ($6.24M), National Bank of Canada FI ($4.92M), Grimes & Company Inc. ($3.35M), State of New Jersey Common Pension Fund D ($3.08M), and Alesco Advisors LLC ($2.70M).

How much institutional selling is happening at iShares Core MSCI EAFE ETF?

Institutional investors have sold a total of 96,017,657 shares in the last 24 months. This volume of shares sold represents approximately $7.14B in transactions.



This page (BATS:IEFA) was last updated on 7/2/2025 by MarketBeat.com Staff
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