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iShares Core MSCI EAFE ETF (IEFA) Institutional Ownership

iShares Core MSCI EAFE ETF logo
$97.30 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
1838
Total
Institutional Inflows
(last 12 months)
$21.46B
Number of
Institutional Sellers
(last 12 months)
1119
Total
Institutional Outflows
(last 12 months)
$13.39B
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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
7/2/2026 Silverleafe Capital Partners LLC133,667$12.91M3.5%+1.4%0.008%
7/2/2026 Box Hill Private Wealth LLC51,540$4.98M4.0%+3.2%0.003%
7/2/2026 MassMutual Private Wealth & Trust FSB405,071$39.12M1.0%+7.0%0.024%
7/2/2026 CX Institutional861,670$83.22M2.4%-12.6%0.050%
7/2/2026 Stairway Partners LLC3,108,202$300.19M14.1%+0.7%0.182%
7/2/2026 First County Bank CT 22,135$2.14M1.0%+8.3%0.001%
7/1/2026 First Financial Bank Trust Division1,406,650$135.85M9.7%+2.6%0.082%
7/1/2026 Adelphi Trust Co70,092$6.77M4.5%+33.8%0.004%
7/1/2026 Eastern Bank147,969$14.29M0.2%+19.4%0.009%
7/1/2026 Trust Co of the South5,783$559K0.1%+2.9%0.000%
7/1/2026 Global Wealth Strategies & Associates503,820$48.66M9.2%+3.5%0.029%
6/25/2026Hamilton Wealth LLC47,301$4.28M0.8%+34.1%0.003%
6/23/2026MTM Financial Group LLC9,616$871K0.4%+27.5%0.001%
6/22/2026Sapient Capital LLC56,473$5.11M0.1%+6.9%0.003%
6/16/2026Steelhead Wealth Management LLC27,664$2.50M1.3%N/A0.002%
6/10/2026Curry Webb Wealth Management LLC70,952$6.42M3.0%N/A0.004%
6/10/2026FAS Wealth Partners Inc.51,399$4.65M0.3%-0.2%0.003%
6/9/2026Contango Wealth Management LLC2,917$264K0.3%N/A0.000%
6/9/2026Robinswood Financial LLC293$26K0.0%N/A0.000%
6/8/2026Pine Valley Investments Ltd Liability Co8,659$784K0.0%-1.5%0.001%
6/3/2026Wealthquest Corp1,434,765$129.89M9.2%+2.0%0.084%
6/3/2026DBK Financial Counsel LLC12,279$1.11M0.8%-3.6%0.001%
6/3/2026Stillwater Private Wealth LLC3,153$285K0.2%N/A0.000%
6/3/2026Parallel Advisors LLC665,598$60.26M1.1%+1.9%0.039%
6/3/2026NewEdge Advisors LLC1,358,502$122.99M0.4%+6.4%0.079%
6/2/2026Blue Edge Capital LLC6,786$614K0.1%+19.8%0.000%
6/1/2026Foguth Wealth Management LLC.2,919$286K0.0%+25.2%0.000%
6/1/2026Concorde Asset Management LLC6,510$589K0.3%-28.0%0.000%
6/1/2026Integrated Investment Consultants LLC201,817$18.27M3.9%+2.2%0.012%
6/1/2026Keel Point LLC14,319$1.30M0.1%+1.9%0.001%
5/29/2026Asset Dedication LLC78,778$7.13M0.5%-1.2%0.005%
5/28/2026Lavelle Capital LP2,211$200K0.1%N/A0.000%
5/28/2026Blue Fin Capital Inc.36,083$3.27M0.5%+26.8%0.002%
5/27/2026Wilshire Advisors LLC41,854$3.79M38.0%-10.7%0.002%
5/26/2026Glenmede Trust Co. NA175,884$15.92M0.1%+0.5%0.010%
5/22/2026Coastline Complete Wealth LLC5,144$466K0.3%N/A0.000%
5/22/2026Segall Bryant & Hamill LLC17,238$1.59M0.0%+67.2%0.001%
5/22/2026Wellington Grp LLC4,772$432K0.1%-29.5%0.000%
5/22/2026Verus Capital Partners LLC28,628$2.59M0.2%-19.7%0.002%
5/21/2026JDM Financial Group LLC23,667$2.14M0.4%+7.0%0.001%
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5/20/2026Hobbs Group Advisors LLC35,839$3.25M1.0%+3.5%0.002%
5/20/2026Arete Wealth Advisors LLC29,245$2.65M0.2%-9.2%0.002%
5/20/2026SOA Wealth Advisors LLC.6,491$588K0.1%-5.0%0.000%
5/20/2026Leigh Baldwin & CO. LLC35,622$3.23M2.1%+3.6%0.002%
5/20/2026TrueWealth Financial Partners11,632$1.05M0.4%N/A0.001%
5/19/2026Western Wealth Management LLC71,769$6.50M0.2%+9.9%0.004%
5/19/2026McIlrath & Eck LLC2,984$270K0.0%+52.3%0.000%
5/19/2026Eley Financial Management Inc54,607$4.94M1.7%+2.8%0.003%
5/19/2026Bank of America Corp DE203,094,934$18.39B1.3%-10.8%11.877%
5/19/2026Hamilton Wealth LLC141,903$12.85M0.9%+302.3%0.008%
5/19/2026Edgestream Partners L.P.6,077$550K0.0%-32.5%0.000%
5/19/2026Chesapeake Wealth Management2,518$228K0.1%N/A0.000%
5/19/2026Centaurus Financial Inc.11,405$1.03M0.0%-1.5%0.001%
5/19/2026Strategic Investment Advisors MI810,685$73.45M5.1%+12.2%0.047%
5/19/2026Ashton Thomas Securities LLC144,696$13.10M1.6%N/A0.008%
5/19/2026Arkadios Wealth Advisors131,630$11.92M0.2%-16.3%0.008%
5/19/2026IFS Group LLC29,649$2.68M2.4%N/A0.002%
5/19/2026Arete Wealth Advisors LLC29,245$2.65M0.2%-9.2%0.002%
5/18/2026Sunbelt Securities Inc.113,195$10.25M0.6%-1.9%0.007%
5/18/2026EverSource Wealth Advisors LLC62,516$5.66M0.2%+12.3%0.004%
5/18/2026Talon Private Wealth LLC9,422$853K0.1%N/A0.001%
5/18/2026Core Wealth Advisors Inc.210,520$19.06M4.5%+1.8%0.012%
5/18/2026Royal Bank of Canada8,847,558$800.97M0.1%+0.3%0.517%
5/18/2026RPTC Inc.311,497$28.20M4.9%-1.6%0.018%
5/18/2026Eley Financial Management Inc50,013$4.53M1.6%-5.9%0.003%
5/18/2026Empowered Funds LLC332,183$30.07M0.2%+42.8%0.019%
5/18/2026Evelyn Partners Asset Management Ltd2,271$206K0.1%+183.5%0.000%
5/18/2026Evercore Wealth Management LLC21,296$1.93M0.0%+8.6%0.001%
5/16/2026The Manufacturers Life Insurance Company 598,914$54.22M0.0%+3.5%0.035%
5/16/2026IMG Wealth Management Inc.2,273$206K0.1%-28.9%0.000%
5/16/2026Excelsior Advisor Network LLC18,881$1.71M0.7%+22.0%0.001%
5/16/2026Quantinno Capital Management LP241,602$21.87M0.0%+27.6%0.014%
5/16/2026Lazard Asset Management LLC262,099$23.73M0.0%+1.1%0.015%
5/15/2026Gateway Wealth Partners LLC83,885$7.59M0.3%+759.2%0.005%
5/15/2026Turim 21 Investimentos Ltda.513$46K0.0%-52.1%0.000%
5/15/2026Quadcap Wealth Management LLC6,543$592K0.1%-5.7%0.000%
5/15/2026Cypress Capital Group23,671$2.14M0.2%+13.5%0.001%
5/15/2026Van Diest Capital LLC7,202$652K0.5%N/A0.000%
5/15/2026Bradley Foster & Sargent Inc. CT69,155$6.26M0.1%-10.3%0.004%
5/15/2026Marquette Associates Inc.181,597$16.44M17.9%+6.1%0.011%
5/15/2026Matrix Private Capital Group LLC173,116$15.67M7.6%N/A0.010%
5/15/2026Windsor Advisory Group LLC1,643$149K0.1%N/A0.000%
5/15/2026Waverly Advisors LLC316,406$28.64M0.2%+8.2%0.019%
5/15/2026Wealth Alliance LLC52,566$4.76M0.5%-9.8%0.003%
5/15/2026Vivaldi Capital Management LP21,496$1.95M0.3%-7.1%0.001%
5/15/2026Bridgewater Advisors Inc.8,768$852K0.1%+3.9%0.001%
5/14/2026Sentinel Advisory Group LLC33,053$2.99M1.5%N/A0.002%
5/14/2026Gamco Investors INC. ET AL126,113$11.42M0.1%+56.3%0.007%
5/14/2026Hilltop Holdings Inc.7,649$692K0.1%-18.6%0.000%
5/14/2026Rockbridge Investment Management LCC700,828$63.45M5.7%+4.5%0.041%
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5/14/2026GC Wealth Management RIA LLC11,845$1.07M0.0%+101.9%0.001%
5/14/2026JRM Investment Counsel LLC12,461$1.13M0.3%-25.1%0.001%
5/14/2026Compound Planning Inc.247,127$22.37M0.7%+17.9%0.014%
5/14/2026Klingman & Associates LLC957,356$86.67M4.1%+5.3%0.056%
5/14/2026Modern Wealth Management LLC108,405$9.96M0.2%-6.6%0.006%
5/14/2026Keebeck Wealth Management15,064$1.36M0.2%-15.9%0.001%
5/14/2026Arrowstreet Capital Limited Partnership333,882$30.23M0.0%-14.9%0.020%
5/14/2026Gibbs Wealth Management6,354$575K0.1%N/A0.000%
5/14/2026Sei Investments Co.3,541,623$320.62M0.3%-3.0%0.207%
5/14/2026Alamar Capital Management LLC4,142$375K0.2%N/A0.000%


IEFA Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,569 institutional investors and hedge funds held shares of iShares Core MSCI EAFE ETF. The most heavily invested institutionals were Bank of America Corp DE ($18.39B), 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.

Of the 2,345 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. ($41.75M), Bank of America Corp DE ($22.28M), Bank of New York Mellon Corp ($12.84M), Truist Financial Corp ($10.31M), Bank of Montreal Can ($9.24M), and Jones Financial Companies Lllp ($8.65M).

Institutional investors have bought a total of 245,453,123 shares in the last 24 months. This purchase volume represents approximately $21.46B in transactions.

Of the 1,119 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), Bank of America Corp DE ($24.67M), M&T Bank Corp ($14.19M), National Bank of Canada FI ($8.26M), Laurel Wealth Advisors LLC ($7.07M), TIAA Trust National Association ($4.81M), and Bank of Montreal Can ($4.61M).

Institutional investors have sold a total of 151,630,907 shares in the last 24 months. This volume of shares sold represents approximately $13.39B in transactions.



This page (BATS:IEFA) was last updated on 7/5/2026 by MarketBeat.com Staff.
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