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iShares Core MSCI EAFE ETF (IEFA) Institutional Ownership

iShares Core MSCI EAFE ETF logo
$89.10 +19.33 (+27.69%)
As of 12:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core MSCI EAFE ETF (BATS:IEFA)

Number of
Institutional Buyers
(last 12 months)
1717
Total
Institutional Inflows
(last 12 months)
$19.54B
Number of
Institutional Sellers
(last 12 months)
1163
Total
Institutional Outflows
(last 12 months)
$8.19B
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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
10/6/2025Baring Financial LLC2,529$221K0.2%-7.7%0.000%
10/6/2025Venture Visionary Partners LLC275,227$24.03M0.8%+0.5%0.016%
10/6/2025Strathmore Capital Advisors Inc.2,370$207K0.1%N/A0.000%
10/6/2025Nilsine Partners LLC22,621$1.98M0.2%-6.4%0.001%
10/3/2025 HCR Wealth Advisors18,015$1.59M0.2%-1.0%0.001%
10/3/2025 Iowa State Bank321,974$28.11M5.4%+16.4%0.019%
10/3/2025 Aaron Wealth Advisors LLC1,184,187$103.39M6.1%+16.7%0.069%
10/3/2025 First Citizens Financial Corp10,444$912K0.5%-2.0%0.001%
10/3/2025 St. Clair Advisors LLC74,218$6.48M1.7%+0.8%0.004%
10/3/2025 Dentgroup LLC16,486$1.44M0.9%-6.9%0.001%
10/3/2025 Stairway Partners LLC3,152,382$275.24M14.6%+1.5%0.184%
10/2/2025 Boyum Wealth Architects LLC16,115$1.41M0.9%-4.8%0.001%
10/2/2025 Boyum Wealth Architects LLC16,115$1.41M0.9%-4.8%0.001%
10/2/2025 Central Pacific Bank Trust Division104,461$9.12M1.1%-1.0%0.006%
10/2/2025 GAMMA Investing LLC17,728$1.55M0.1%+1.3%0.001%
10/2/2025 Helen Stephens Group LLC9,719$849K0.2%+2.0%0.001%
10/2/2025 First Hawaiian Bank985,231$86.02M11.0%-0.6%0.058%
10/2/2025 Global Wealth Strategies & Associates470,985$41.12M10.6%+3.2%0.028%
10/1/2025 First Financial Bank Trust Division1,309,470$114.33M9.8%-8.0%0.077%
10/1/2025 Vigilare Wealth Management100,022$8.73M3.0%+10.9%0.006%
9/26/2025Corient Private Wealth LLC1,510,712$126.11M0.2%+8.6%0.088%
9/26/2025Capital A Wealth Management LLC1,041$87K0.9%+423.1%0.000%
9/25/2025CacheTech Inc.3,820$319K0.1%-12.0%0.000%
9/25/2025Adams Wealth Management3,820$319K0.1%-12.0%0.000%
9/22/2025GatePass Capital LLC3,920$327K0.2%-17.1%0.000%
9/22/2025Caldwell Trust Co69,894$5.84M0.6%N/A0.004%
9/19/2025Watts Gwilliam & Co. LLC4,779$417K0.1%-18.8%0.000%
9/19/2025Canal Capital Management LLC4,252$355K0.1%N/A0.000%
9/12/2025Valeo Financial Advisors LLC965,567$80.61M1.7%+4.9%0.056%
9/9/2025Cambridge Financial Group LLC36,422$3.04M1.1%-0.9%0.002%
9/9/2025NWF Advisory Services Inc.2,480$207K0.0%N/A0.000%
9/4/2025Osaic Holdings Inc.2,390,482$195.60M0.3%+67.0%0.140%
9/4/2025Beacon Capital Management Inc.1,386$116K0.0%N/A0.000%
9/3/2025American Trust12,080$1.01M0.1%+302.4%0.001%
8/29/2025Evolution Wealth Management Inc.1,256$105K0.1%N/A0.000%
8/29/2025Total Investment Management Inc.2,022$169K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.11,621$970K0.1%-1.0%0.001%
8/28/2025Lavaca Capital LLC6,145$513K0.2%-11.0%0.000%
8/27/2025Orion Porfolio Solutions LLC542,767$45.31M0.4%+12.6%0.032%
8/27/2025Squarepoint Ops LLC25,176$2.10M0.0%N/A0.001%
8/26/2025Thrivent Financial for Lutherans298,476$24.92M0.1%-34.9%0.017%
8/25/2025Promus Capital LLC777$65K0.0%+288.5%0.000%
8/25/2025Silverlake Wealth Management LLC20,207$1.69M0.5%+60.8%0.001%
8/22/2025Carter Financial Group INC.5,736$479K0.3%N/A0.000%
8/22/2025TT Capital Management LLC24,242$1.95M0.6%N/A0.001%
8/22/2025Cim Investment Management Inc.106,727$8.91M1.7%-51.3%0.006%
8/20/2025Tull Financial Group Inc.319,597$26.68M12.1%+5.7%0.019%
8/20/2025Forefront Wealth Partners LLC39,275$3.28M2.2%-0.9%0.002%
8/20/2025Coppell Advisory Solutions LLC3,138$261K0.0%-86.1%0.000%
8/19/2025B. Riley Wealth Advisors Inc.85,529$7.14M0.3%N/A0.005%
8/19/2025Advisory Services Network LLC171,895$14.07M0.2%+8.3%0.010%
8/19/2025Anchor Investment Management LLC4,161$347K0.0%+17.4%0.000%
8/19/2025Pitcairn Co.10,870$907K0.1%-5.1%0.001%
8/18/2025N.E.W. Advisory Services LLC397$33K0.0%-49.0%0.000%
8/18/2025Geneos Wealth Management Inc.253,487$21.16M0.5%+9.5%0.015%
8/18/2025Hollencrest Capital Management39,295$3.28M0.1%-4.9%0.002%
8/18/2025Kestra Investment Management LLC32,217$2.69M0.1%+41.7%0.002%
8/18/2025National Bank of Canada FI8,449,555$705.34M0.7%+140.8%0.494%
8/18/2025Front Row Advisors LLC795$66K0.0%+695.0%0.000%
8/16/2025Parr Mcknight Wealth Management Group LLC146,312$12.21M1.7%-13.6%0.009%
8/16/2025Evergreen Capital Management LLC229,935$19.20M0.6%+34.9%0.013%
8/15/2025Strategic Investment Advisors MI582,368$48.70M4.7%+11.2%0.034%
8/15/2025High Falls Advisors Inc7,754$647K0.1%+1.7%0.000%
8/15/2025Global View Capital Management LLC17,995$1.50M0.5%-11.5%0.001%
8/15/2025Asset Allocation Strategies LLC47,320$3.95M0.8%N/A0.003%
8/15/2025FFT Wealth Management LLC12,697$1.07M0.2%+10.3%0.001%
8/15/2025LGL Partners LLC32,737$2.75M1.2%-3.0%0.002%
8/15/2025Binnacle Investments Inc16,652$1.39M0.9%-2.0%0.001%
8/15/2025Urban Financial Advisory Corp106,030$8.85M4.4%+5.0%0.006%
8/15/2025Corient Private Wealth LLC1,513,354$126.34M0.2%+8.7%0.089%
8/15/2025Equitable Holdings Inc.1,336,548$111.58M0.9%-0.1%0.078%
8/15/2025Northeast Financial Consultants Inc16,348$1.37M0.1%+3.7%0.001%
8/15/2025Chapman Financial Group LLC540$45K0.0%N/A0.000%
8/15/2025Stonebridge Capital Advisors LLC7,986$667K0.1%+33.7%0.000%
8/15/2025Captrust Financial Advisors1,401,091$116.96M0.3%+1.5%0.082%
8/15/2025Blue Chip Partners LLC7,624$636K0.1%-3.6%0.000%
8/15/2025Prevail Innovative Wealth Advisors LLC3,750$313K0.1%N/A0.000%
8/15/2025Truefg LLC11,277$941K0.3%-1.3%0.001%
8/15/2025Manhattan West Asset Management LLC32,523$2.72M0.6%+13.9%0.002%
8/15/2025Visionary Wealth Advisors51,985$4.34M0.2%+5.6%0.003%
8/15/2025Talisman Wealth Advisors LLC8,264$690K0.6%-6.8%0.000%
8/15/2025Tidal Investments LLC6,276$524K0.0%-11.7%0.000%
8/15/2025Smartleaf Asset Management LLC70,510$5.87M0.5%+102.1%0.004%
8/15/2025Snowden Capital Advisors LLC111,713$9.33M0.3%+1.1%0.007%
8/15/2025Oxford Financial Group LTD. LLC8,038$671K0.0%-12.9%0.000%
8/15/2025Orion Porfolio Solutions LLC776,312$64.81M0.5%+61.0%0.045%
8/15/2025MML Investors Services LLC3,676,492$306.91M0.9%+12.1%0.215%
8/15/2025Modern Wealth Management LLC98,669$8.24M0.2%-4.0%0.006%
8/15/2025Lazard Asset Management LLC242,287$20.23M0.0%-0.3%0.014%
8/15/2025LM Advisors LLC28,556$2.38M0.3%+4.2%0.002%
8/15/2025Helium Advisors LLC112,436$9.39M5.9%+4.9%0.007%
8/15/2025ICONIQ Capital LLC62,344$5.20M0.1%-6.3%0.004%
8/15/2025IHT Wealth Management LLC83,665$6.98M0.2%+15.5%0.005%
8/15/2025Great Valley Advisor Group Inc.78,418$6.55M0.1%-4.1%0.005%
8/15/2025Gallagher Fiduciary Advisors LLC317,587$26.51M0.0%-1.2%0.019%
8/15/2025EP Wealth Advisors LLC251,779$21.02M0.1%+125.5%0.015%
8/15/2025Engineers Gate Manager LP2,794$233K0.0%N/A0.000%
8/15/2025Curi Capital LLC433,613$36.20M0.7%+76.2%0.025%
8/15/2025Benjamin Edwards Inc.16,772$1.40M0.0%+68.9%0.001%
8/15/2025Balanced Rock Investment Advisors LLC3,513$293K0.2%-4.1%0.000%
(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, 2,308 institutional investors and hedge funds held shares of iShares Core MSCI EAFE ETF. The most heavily invested institutionals were Bank of America Corp DE ($18.37B), Jones Financial Companies Lllp ($6.82B), Morgan Stanley ($5.69B), Wells Fargo & Company MN ($4.62B), TIAA Trust National Association ($3.90B), Envestnet Asset Management Inc. ($3.36B), and Raymond James Financial Inc. ($3.25B).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 2,091 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. ($38.89M), Bank of America Corp DE ($14.54M), Envestnet Portfolio Solutions Inc. ($14.34M), National Bank of Canada FI ($13.71M), Bank of New York Mellon Corp ($10.83M), and Life Planning Partners Inc ($8.44M).

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

Institutional investors have bought a total of 259,974,092 shares in the last 24 months. This purchase volume represents approximately $19.54B in transactions.

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

Of the 1,163 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 ($8.29M), Envestnet Portfolio Solutions Inc. ($6.83M), First Citizens Bank & Trust Co. ($6.40M), Bank of Montreal Can ($5.26M), National Bank of Canada FI ($3.94M), Grimes & Company Inc. ($3.35M), and CX Institutional ($3.11M).

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

Institutional investors have sold a total of 106,897,043 shares in the last 24 months. This volume of shares sold represents approximately $8.19B in transactions.



This page (BATS:IEFA) was last updated on 10/6/2025 by MarketBeat.com Staff
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