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iShares Core MSCI EAFE ETF (IEFA) Institutional Ownership

iShares Core MSCI EAFE ETF logo
$95.43 +1.28 (+1.36%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Core MSCI EAFE ETF (BATS:IEFA)

Number of
Institutional Buyers
(last 12 months)
1875
Total
Institutional Inflows
(last 12 months)
$23.19B
Number of
Institutional Sellers
(last 12 months)
1195
Total
Institutional Outflows
(last 12 months)
$12.55B
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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
5/5/2026Beaumont Financial Advisors LLC4,214$381K0.0%-12.3%0.000%
5/5/2026Bank of New York Mellon Corp38,117,521$3.45B0.6%+8.4%2.229%
5/5/2026IMC Chicago LLC19,173$1.74M0.0%N/A0.001%
5/5/2026Gentry Private Wealth LLC52,510$4.75M2.9%+14.9%0.003%
5/5/2026Geneos Wealth Management Inc.381,592$34.55M0.8%+54.2%0.022%
5/5/2026Ethos Financial Group LLC7,915$706K0.1%+97.3%0.000%
5/5/2026Signet Financial Management LLC50,783$4.60M0.5%-1.9%0.003%
5/5/2026SouthState Bank Corp67,412$6.10M0.3%-7.0%0.004%
5/5/2026Fusion Family Wealth LLC584,673$52.93M4.0%-0.2%0.034%
5/5/2026Sanctuary Advisors LLC1,385,391$125.42M0.7%+1.0%0.081%
5/5/2026 MTC Wealth Management LLC347,436$31.45M14.9%+42.0%0.020%
5/5/2026 Sigma Planning Corp138,820$12.57M0.3%+9.5%0.008%
5/5/2026 Cornerstone Advisory LLC128,165$11.60M1.1%+4.4%0.007%
5/5/2026 Camden National Bank3,122$283K0.0%-6.5%0.000%
5/5/2026 Conservest Capital Advisors Inc.222,771$20.17M1.8%-0.7%0.013%
5/5/2026 Members Trust Co3,893,439$352.47M11.7%+27.8%0.228%
5/5/2026 1ST Source Bank7,294$660K0.0%+2.9%0.000%
5/5/2026 First National Bank of Hutchinson3,274$296K0.2%-55.4%0.000%
5/5/2026 Wealthgarden F.S. LLC19,044$1.72M1.2%+9.3%0.001%
5/5/2026 Nwam LLC81,145$7.35M0.4%+2.1%0.005%
5/5/2026 Broadview Financial Management LLC258,139$23.37M16.0%-2.0%0.015%
5/5/2026 Avantax Planning Partners Inc.5,035$456K0.0%-3.0%0.000%
5/4/2026 Beckerman Institutional LLC17,270$1.56M0.8%+3.9%0.001%
5/4/2026 Calamos Wealth Management LLC107,544$9.74M0.3%+1.2%0.006%
5/4/2026 Calamos Advisors LLC109,917$9.95M0.0%+4,532.0%0.006%
5/4/2026 AMG National Trust Bank956,091$86.56M1.9%+10.1%0.056%
5/4/2026 Retirement Planning Group LLC35,694$3.23M0.1%+597.0%0.002%
5/4/2026 Evernest Financial Advisors LLC112,241$10.63M2.3%-0.6%0.007%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management38,296$3.47M0.1%-2.3%0.002%
5/4/2026 Glassman Wealth Services8,398$760K0.1%-4.6%0.000%
5/4/2026 Bleakley Financial Group LLC683,716$61.90M1.0%+23.3%0.040%
5/4/2026 Archer Investment Corp6,958$630K0.1%+3.1%0.000%
5/4/2026 Center for Financial Planning Inc.435,634$39.44M4.1%-60.4%0.025%
5/4/2026 NWF Advisory Services Inc.4,115$373K0.0%-4.7%0.000%
5/4/2026 Sfam LLC392$35K0.0%N/A0.000%
5/4/2026 Citizens National Bank Trust Department6,377$577K0.1%-1.8%0.000%
5/4/2026 Bedel Financial Consulting Inc.3,048$276K0.0%N/A0.000%
5/4/2026 Chicago Partners Investment Group LLC102,403$9.75M0.2%+1.7%0.006%
5/4/2026 IFC Advisors LLC2,612$236K0.0%-18.5%0.000%
5/4/2026 Parr Mcknight Wealth Management Group LLC146,413$13.26M1.7%+5.3%0.009%
5/4/2026 Uptick Partners LLC9,885$895K0.2%-4.2%0.001%
5/4/2026 Hibernia Wealth Partners LLC4,795$434K0.1%+10.5%0.000%
5/4/2026 Brindle & Bay Financial Advisors LLC2,218$201K0.1%N/A0.000%
5/4/2026 Procyon Advisors LLC7,208$653K0.0%-23.4%0.000%
5/2/2026 Avion Wealth74,897$6.78M1.4%-6.6%0.004%
5/2/2026 Global Assets Advisory LLC1,182$107K0.0%N/A0.000%
5/2/2026 International Assets Investment Management LLC15,025$1.38M0.0%+3.1%0.001%
5/2/2026 Anchor Investment Management LLC3,152$285K0.0%-10.0%0.000%
5/2/2026 Associated Banc Corp280,427$25.39M0.7%+6.4%0.016%
5/2/2026 Keener Financial Planning LLC6,901$624K0.3%+9.4%0.000%
5/2/2026 Strategic Wealth Advisors LLC12,461$1.13M0.9%+2.0%0.001%
5/2/2026 Diversify Wealth Management LLC142,552$13.31M0.2%+582.3%0.008%
5/2/2026 Towercrest Capital Management294,340$26.65M4.1%+3.6%0.017%
5/2/2026 Valmark Advisers Inc.56,246$5.09M0.1%+16.5%0.003%
5/2/2026 Carnegie Investment Counsel10,422$944K0.0%+8.5%0.001%
5/2/2026 UNIVEST FINANCIAL Corp15,201$1.38M0.1%-14.5%0.001%
5/1/2026 180 Wealth Advisors LLC32,282$2.92M0.3%-0.8%0.002%
5/1/2026 Welch & Forbes LLC24,092$2.18M0.0%+68.5%0.001%
5/1/2026 Lincoln Capital LLC17,510$1.58M0.3%-4.0%0.001%
5/1/2026 Ferguson Wellman Capital Management Inc.30,007$2.72M0.0%N/A0.002%
5/1/2026 Riverview Trust Co157,220$14.23M17.5%+0.1%0.009%
5/1/2026 Citizens Financial Group Inc. RI2,288,069$207.14M2.9%+2.7%0.134%
5/1/2026 Midwest Trust Co747,893$67.71M0.8%+7.7%0.044%
5/1/2026 Fifth Third Bancorp5,380,318$487.08M0.9%+51.2%0.315%
5/1/2026 Sovran Advisors LLC4,922$470K0.0%+11.1%0.000%
5/1/2026 Rossmore Private Capital138,881$12.57M1.1%-2.1%0.008%
5/1/2026 Compass Financial Services Inc6,728$609K0.3%+9.6%0.000%
5/1/2026 American Trust10,058$911K0.1%-3.9%0.001%
5/1/2026 Signature Resources Capital Management LLC3,158$286K0.1%+26.9%0.000%
5/1/2026 S. R. Schill & Associates245,596$22.23M15.0%-2.2%0.014%
5/1/2026 Summit Financial Strategies Inc.2,236$202K0.0%-5.8%0.000%
5/1/2026 Oakwell Private Wealth Management LLC83,713$7.58M1.4%+0.2%0.005%
5/1/2026 Sachetta LLC288$26K0.0%-93.6%0.000%
5/1/2026 WealthShield Partners LLC11,066$1.00M0.1%+22.6%0.001%
5/1/2026 Darwin Wealth Management LLC756$68K0.0%+48.5%0.000%
5/1/2026 SoundView Advisors Inc.62,582$5.67M2.0%-2.3%0.004%
5/1/2026 Simplicity Wealth LLC23,418$2.12M0.1%+13.5%0.001%
5/1/2026 Beacon Harbor Wealth Advisors Inc.105,923$9.59M2.0%+1.2%0.006%
5/1/2026 Avid Wealth Partners LLC3,868$350K0.2%-86.7%0.000%
5/1/2026 Petix & Botte Co213,146$19.30M4.3%+9.7%0.012%
5/1/2026 Sequoia Financial Advisors LLC180,621$16.35M0.1%+6.2%0.011%
5/1/2026 Independence Bank of Kentucky31,800$2.88M0.4%+16.1%0.002%
5/1/2026 Mascoma Wealth Management LLC5,322$482K0.1%+102.0%0.000%
5/1/2026 William Howard & Co Financial Advisors Inc55,734$5.05M4.4%-0.6%0.003%
5/1/2026 Relyea Zuckerberg Hanson LLC92,951$8.42M0.8%+4.0%0.005%
5/1/2026 Beirne Wealth Consulting Services LLC157,685$14.28M4.0%+42.4%0.009%
5/1/2026 KLCM Advisors Inc.2,451$222K0.0%N/A0.000%
5/1/2026 Paladin Advisory Group LLC25,571$2.32M1.8%-7.5%0.001%
5/1/2026 Carmel Capital Partners LLC3,485$315K0.1%N/A0.000%
4/30/2026 Hsbc Holdings PLC1,118,468$101.26M0.1%+2.0%0.065%
4/30/2026 First National Bank & Trust Co. of Newtown220,205$19.94M4.3%-15.1%0.013%
4/30/2026 Peterson Wealth Services17,985$1.63M0.4%+16.1%0.001%
4/30/2026 SkyOak Wealth LLC191,749$17.36M3.2%+2.8%0.011%
4/30/2026 Millstone Evans Group LLC3,772$341K0.2%+6.6%0.000%
4/30/2026 First Horizon Corp31,470$2.85M0.1%-7.5%0.002%
4/30/2026 Kestra Advisory Services LLC876,033$79.31M0.3%+9.9%0.051%
4/30/2026 Money Concepts Capital Corp246,444$22.31M1.2%+3.7%0.014%
4/30/2026 Beam Wealth Advisors Inc.46,470$4.21M1.0%+6.6%0.003%
4/30/2026 Capital Planning LLC6,950$629K0.2%-23.4%0.000%
4/30/2026 Isthmus Partners LLC510,828$46.25M4.9%N/A0.030%


IEFA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IEFA shares?

During the previous two years, 2,553 institutional investors and hedge funds held shares of iShares Core MSCI EAFE ETF. The most heavily invested institutionals were Bank of America Corp DE ($20.38B), Morgan Stanley ($9.38B), Jones Financial Companies Lllp ($8.36B), Wells Fargo & Company MN ($7.08B), TIAA Trust National Association ($4.18B), Raymond James Financial Inc. ($3.86B), and LPL Financial LLC ($3.65B).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 2,330 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: Raymond James Financial Inc. ($44.53M), JPMorgan Chase & Co. ($42.15M), Bank of America Corp DE ($22.28M), Bank of New York Mellon Corp ($12.84M), National Bank of Canada FI ($12.50M), Truist Financial Corp ($10.31M), and Bank of Montreal Can ($9.24M).

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

Institutional investors have bought a total of 269,170,989 shares in the last 24 months. This purchase volume represents approximately $23.19B in transactions.

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

Of the 1,186 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: Northwestern Mutual Wealth Management Co. ($35.21M), M&T Bank Corp ($14.19M), TIAA Trust National Association ($9.24M), National Bank of Canada FI ($8.26M), Laurel Wealth Advisors LLC ($7.07M), Bank of Montreal Can ($4.61M), and Goldman Sachs Group Inc. ($3.34M).

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

Institutional investors have sold a total of 145,802,124 shares in the last 24 months. This volume of shares sold represents approximately $12.55B in transactions.



This page (BATS:IEFA) was last updated on 5/5/2026 by MarketBeat.com Staff.
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