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iShares Core MSCI EAFE ETF (IEFA) Institutional Ownership

$73.89
+0.97 (+1.33%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
1292
Total
Institutional Inflows
(last 12 months)
$16.49B
Number of
Institutional Sellers
(last 12 months)
895
Total
Institutional Outflows
(last 12 months)
$4.32B
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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
7/27/2024Riversedge Advisors LLC371,148$26.96M6.6%-49.8%0.024%
7/27/2024Rockwood Wealth Management LLC17,430$1.27M0.2%+1.0%0.001%
7/27/2024Trajan Wealth LLC307,629$22.35M1.4%-0.8%0.020%
7/26/2024Beacon Financial Advisory LLC11,134$809K0.3%+31.9%0.001%
7/26/2024Ballast Advisors LLC4,669$339K0.1%+5.4%0.000%
7/26/2024Keener Financial Planning LLC2,792$202K0.1%-36.0%0.000%
7/26/2024Avion Wealth91,862$6.67M1.8%-4.0%0.006%
7/26/2024BLB&B Advisors LLC386,226$28.06M1.5%-0.4%0.025%
7/26/2024Argonautica Private Wealth Management Inc.18,443$1.34M0.5%+8.7%0.001%
7/26/2024Sprinkle Financial Consultants LLC6,535$475K0.4%-7.8%0.000%
7/26/2024WealthShield Partners LLC7,661$556K0.1%-5.6%0.000%
7/26/2024Financial Connections Group Inc.1,150$83K0.0%+43.8%0.000%
7/26/2024Harbour Investments Inc.38,875$2.82M0.1%+5.6%0.002%
7/26/2024Proathlete Wealth Management LLC160,117$11.63M5.5%+2.2%0.010%
7/26/2024Atomi Financial Group Inc.23,955$1.74M0.1%-1.5%0.002%
7/26/2024Evensky & Katz LLC13,901$1.01M0.1%-1.0%0.001%
7/26/2024Cambridge Investment Research Advisors Inc.1,043,769$75.82M0.3%-6.7%0.066%
7/26/2024Atlantic Edge Private Wealth Management LLC240,585$17.48M5.8%+12.7%0.015%
7/26/2024Dearborn Partners LLC4,612$335K0.0%N/A0.000%
7/26/2024AlphaStar Capital Management LLC2,932$213K0.0%N/A0.000%
7/26/2024Signature Estate & Investment Advisors LLC18,841$1.37M0.0%N/A0.001%
7/26/2024Allspring Global Investments Holdings LLC4,052,541$294.38M0.5%-3.2%0.258%
7/26/2024Trust Co. of Virginia VA95,509$6.94M0.7%+2.0%0.006%
7/26/2024First Command Advisory Services Inc.2,229,025$161.92M1.7%-7.6%0.142%
7/26/2024Callan Family Office LLC724,659$52.64M10.1%-2.6%0.046%
7/26/2024Tanglewood Wealth Management Inc.68,160$4.95M0.6%-2.0%0.004%
7/26/2024 MTM Investment Management LLC680$49K0.0%-33.1%0.000%
7/26/2024 Stash Investments LLC366,440$26.62M17.6%+10.4%0.023%
7/26/2024 SlateStone Wealth LLC29,140$2.12M0.2%+3.0%0.002%
7/26/2024 Rational Advisors LLC21,670$1.57M0.2%+42.0%0.001%
7/26/2024 Bailard Inc.809,802$58.82M1.6%-3.6%0.052%
7/26/2024 Verdence Capital Advisors LLC23,934$1.74M0.2%+2.1%0.002%
7/26/2024 Bank of New York Mellon Corp26,054,415$1.89B0.4%+9.3%1.660%
7/26/2024 Catalyst Financial Partners LLC441,713$32.09M7.1%-1.6%0.028%
7/26/2024 Bristlecone Advisors LLC16,622$1.21M0.1%-17.3%0.001%
7/26/2024 Salomon & Ludwin LLC945$69K0.0%-57.4%0.000%
7/26/2024 Patten Group Inc.37,559$2.73M0.6%-4.4%0.002%
7/25/2024 Christopher J. Hasenberg Inc4,266$310K0.1%+58.8%0.000%
7/25/2024 Roger Wittlin Investment Advisory LLC23,771$1.73M1.1%-2.2%0.002%
7/25/2024 Cypress Capital Group10,617$771K0.1%+15.6%0.001%
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7/25/2024 Raymond James Trust N.A.394,227$28.64M0.7%+6.1%0.025%
7/25/2024 Pineridge Advisors LLC1,981$144K0.0%-17.6%0.000%
7/25/2024 Highland Capital Management LLC236,418$17.17M1.0%+2.7%0.015%
7/25/2024 Northcape Wealth Management LLC150,576$10.94M3.9%-0.3%0.010%
7/25/2024 AMG National Trust Bank787,094$57.17M1.5%+24.3%0.050%
7/25/2024 Sigma Investment Counselors Inc.245,042$17.80M0.9%-1.0%0.016%
7/25/2024 Tempus Wealth Planning LLC3,980$289K0.1%N/A0.000%
7/25/2024 Adaptive Financial Consulting LLC153,978$11.19M4.9%-2.7%0.010%
7/25/2024 Calamos Wealth Management LLC91,629$6.66M0.4%+7.6%0.006%
7/25/2024 Wade Financial Advisory Inc90,480$6.57M2.4%-2.2%0.006%
7/25/2024 Bryant Woods Investment Advisors LLC26,900$1.95M1.5%-12.9%0.002%
7/25/2024 Community Financial Services Group LLC5,993$435K0.1%-18.6%0.000%
7/25/2024 Tranquility Partners LLC9,622$699K0.3%-4.0%0.001%
7/25/2024 Shelter Ins Retirement Plan160,575$11.66M3.0%-28.4%0.010%
7/25/2024 Tanager Wealth Management LLP117,518$8.54M1.3%-2.1%0.007%
7/25/2024 Institute for Wealth Management LLC.7,068$513K0.1%N/A0.000%
7/25/2024 Southern Capital Advisors LLC173,693$12.62M7.8%+1.5%0.011%
7/25/2024 Cabot Wellington LLC788,456$57.27M22.4%-1.9%0.050%
7/25/2024 Kanawha Capital Management LLC47,110$3.42M0.3%-0.9%0.003%
7/25/2024 Planning Alternatives Ltd. ADV7,620$553K0.1%-6.4%0.000%
7/25/2024 Destination Wealth Management11,137$809K0.0%+27.0%0.001%
7/25/2024 First Merchants Corp89,914$6.53M0.3%+5.5%0.006%
7/25/2024 Beacon Capital Management LLC1,975$143K0.0%+45.9%0.000%
7/25/2024 Waypoint Wealth Partners Inc.57,399$4.17M1.2%-9.0%0.004%
7/25/2024 Atlantic Union Bankshares Corp8,501$617K0.0%+165.6%0.001%
7/24/2024 McAdam LLC179,766$13.06M0.8%-0.6%0.011%
7/24/2024 Colton Groome Financial Advisors LLC31,704$2.30M0.9%-7.1%0.002%
7/24/2024 EWA LLC22,356$1.66M0.7%+1.7%0.001%
7/24/2024 Family Firm Inc.4,027$293K0.0%N/A0.000%
7/24/2024 Paladin Advisory Group LLC81,268$5.91M4.6%+2.4%0.005%
7/24/2024 Grove Bank & Trust192,749$14.00M2.2%+5.7%0.012%
7/24/2024 Alta Wealth Advisors LLC3,682$267K0.1%+10.6%0.000%
7/24/2024 Horizon Bancorp Inc. IN87,260$6.34M3.0%-14.3%0.006%
7/24/2024 Quotient Wealth Partners LLC2,051,264$149.00M5.2%-27.1%0.131%
7/24/2024 Everhart Financial Group Inc.15,759$1.15M0.3%-8.5%0.001%
7/24/2024 Charter Oak Capital Management LLC15,966$1.16M0.1%+8.9%0.001%
7/24/2024 Boyd Wealth Management LLC41,463$3.01M1.7%-4.1%0.003%
7/24/2024 Bowman & Co S.C.63,486$4.61M2.7%+2.3%0.004%
7/24/2024 Better Money Decisions LLC215,726$15.67M11.8%+4.7%0.014%
7/24/2024 Secure Asset Management LLC5,696$414K0.1%+9.0%0.000%
7/24/2024 Diversified LLC16,852$1.22M0.1%+103.7%0.001%
7/24/2024 ShoreHaven Wealth Partners LLC5,155$374K0.2%-44.4%0.000%
7/24/2024 Goldstein Advisors LLC15,063$1.09M0.2%+13.8%0.001%
7/24/2024 LVZ Inc.17,701$1.29M0.2%+5.4%0.001%
7/24/2024 Pathway Financial Advisors LLC2,766$201K0.1%N/A0.000%
7/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors23,801$1.73M0.3%-0.9%0.002%
7/24/2024 My Legacy Advisors LLC5,943$432K0.1%N/A0.000%
7/24/2024Arcus Capital Partners LLC28,073$2.04M0.8%-6.1%0.002%
7/24/2024 DT Investment Partners LLC166,496$12.09M1.1%+2,213.1%0.011%
7/24/2024 &PARTNERS366,288$26.77M1.2%+557.2%0.023%
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7/23/2024 Geneos Wealth Management Inc.198,537$14.42M0.6%+11.0%0.013%
7/23/2024 Sandy Cove Advisors LLC39,902$2.90M1.3%+29.6%0.003%
7/23/2024 Financial Synergies Wealth Advisors Inc.67,418$4.90M0.7%-2.1%0.004%
7/23/2024 HTLF Bank3,249$236K0.0%-4.9%0.000%
7/23/2024 GYL Financial Synergies LLC25,002$1.82M0.1%+1.9%0.002%
7/23/2024 Atlas Brown Inc.2,853$207K0.1%N/A0.000%
7/23/2024 Richard W. Paul & Associates LLC105,928$7.70M3.0%+6.3%0.007%
7/23/2024 First National Bank & Trust Co. of Newtown269,849$19.60M4.0%-1.4%0.017%
7/23/2024 Gray Private Wealth LLC3,695$268K0.2%-4.0%0.000%
7/23/2024 Inlet Private Wealth LLC5,919$430K0.1%+12.7%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, 1,954 institutional investors and hedge funds held shares of iShares Core MSCI EAFE ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($43.45B), Bank of America Corp DE ($10.61B), Morgan Stanley ($5.69B), Jones Financial Companies Lllp ($5.41B), TIAA Trust National Association ($4.35B), TIAA FSB ($3.98B), and Wells Fargo & Company MN ($3.97B).Learn more on IEFA's institutional investors.

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

Of the 1,734 institutional investors that purchased iShares Core MSCI EAFE ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($58.62M), Bishop & Co Investment Management LLC ($21.63M), Jane Street Group LLC ($15.36M), Envestnet Portfolio Solutions Inc. ($12.99M), US Bancorp DE ($9.90M), Bank of New York Mellon Corp ($9.30M), and Jones Financial Companies Lllp ($9.00M).

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

Institutional investors have bought a total of 428,337,792 shares in the last 24 months. This purchase volume represents approximately $27.68B in transactions.

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

Of the 1,296 institutional investors that sold iShares Core MSCI EAFE ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($46.08M), Envestnet Asset Management Inc. ($15.23M), United Services Automobile Association ($10.82M), Jane Street Group LLC ($8.59M), CFS Investment Advisory Services LLC ($8.27M), TIAA FSB ($8.14M), and Global Strategic Investment Solutions LLC ($6.15M).

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

Institutional investors have sold a total of 234,814,109 shares in the last 24 months. This volume of shares sold represents approximately $14.88B in transactions.


This page (BATS:IEFA) was last updated on 7/27/2024 by MarketBeat.com Staff

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