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iShares Core MSCI EAFE ETF (IEFA) Institutional Ownership

$74.05
+0.90 (+1.23%)
(As of 06/12/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
1296
Total
Institutional Inflows
(last 12 months)
$16.29B
Number of
Institutional Sellers
(last 12 months)
885
Total
Institutional Outflows
(last 12 months)
$4.35B
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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
6/11/2024American Trust3,181$236K0.0%-36.6%0.000%
6/11/2024 EverSource Wealth Advisors LLC20,005$1.44M0.1%+113.0%0.001%
6/10/2024 Hamilton Wealth LLC47,149$3.50M1.1%-1.7%0.003%
6/3/2024 Kopp LeRoy C1,400$104K0.1%N/A0.000%
5/31/2024 First Citizens Financial Corp23,033$1.71M1.0%+2.6%0.001%
5/30/2024 Cambridge Trust Co.7,397$549K0.0%-14.6%0.000%
5/30/2024 Peninsula Wealth LLC155,810$11.56M1.5%-17.1%0.010%
5/29/2024 Soltis Investment Advisors LLC55,917$4.15M0.5%+2.3%0.004%
5/29/2024 Garde Capital Inc.16,685$1.24M0.1%+47.9%0.001%
5/24/2024 Cetera Advisor Networks LLC1,717,411$127.47M0.6%+4.1%0.109%
5/24/2024 Cetera Advisors LLC569,272$42.25M0.3%+63.9%0.036%
5/24/2024 Cetera Investment Advisers3,339,335$247.85M0.6%+185.8%0.213%
5/24/2024 Invst LLC33,737$2.49M0.3%+30.9%0.002%
5/23/2024 Cabot Wellington LLC803,347$59.62M23.1%-1.5%0.051%
5/22/2024 Burney Co.4,212$313K0.0%+14.7%0.000%
5/22/2024 Koesten Hirschmann & Crabtree INC.132,535$9.84M6.3%+3.7%0.008%
5/21/2024 Atria Investments Inc546,952$40.60M0.6%+15.4%0.035%
5/21/2024Nepc LLC74,335$5.52M0.2%+60.9%0.005%
5/21/2024Sanibel Captiva Trust Company Inc.10,010$743K0.0%+27.6%0.001%
5/21/2024 Arrow Financial Corp457$34K0.0%-22.9%0.000%
5/20/2024Strategic Wealth Partners Ltd.14,647$1.09M0.1%+138.6%0.001%
5/17/2024 Aspect Partners LLC66,372$4.93M3.9%+11.2%0.004%
5/17/2024 Citizens Financial Group Inc. RI2,027,074$150.45M4.9%-3.6%0.129%
5/17/2024 First Citizens Asset Management Inc.423,362$31.42M9.1%-34.5%0.027%
5/17/2024 William Howard & Co Financial Advisors Inc50,311$3.74M3.5%N/A0.003%
5/17/2024 Wilshire Advisors LLC610,711$45.33M22.5%-2.5%0.039%
5/17/2024 iA Global Asset Management Inc.502,777$37.32M0.4%-0.7%0.032%
5/17/2024 Jaffetilchin Investment Partners LLC9,547$709K0.1%-2.6%0.001%
5/17/2024 Beacon Capital Management LLC1,354$100K0.0%-14.2%0.000%
5/17/2024 Pineridge Advisors LLC2,405$178K0.1%-50.4%0.000%
5/17/2024 Hancock Whitney Corp437,440$32.47M1.1%+4.4%0.028%
5/17/2024 Comerica Bank1,534,112$113.86M0.5%+6.6%0.098%
5/17/2024 SkyView Investment Advisors LLC48,909$3.63M0.7%-6.5%0.003%
5/17/2024 Coppell Advisory Solutions Corp.3,087$229K0.0%N/A0.000%
5/17/2024 Tidal Investments LLC8,477$629K0.0%+2.9%0.001%
5/17/2024 Clear Point Advisors Inc.1,611$120K0.1%-17.3%0.000%
5/17/2024 Innealta Capital LLC18,437$1.37M0.6%-10.9%0.001%
5/16/2024 Jane Street Group LLC180,455$13.39M0.0%N/A0.011%
5/16/2024 Slagle Financial LLC2,697$200K0.1%-59.4%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.99,129$7.36M0.2%-21.2%0.006%
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5/16/2024 Ancora Advisors LLC167,871$12.46M0.3%+5.7%0.011%
5/16/2024 Dynasty Wealth Management LLC2,872,792$213.22M6.8%N/A0.183%
5/16/2024 Kraft Davis & Associates LLC5,850$439K0.1%-9.6%0.000%
5/16/2024 Waverly Advisors LLC125,486$9.31M0.2%+208.8%0.008%
5/16/2024 Silvercrest Asset Management Group LLC36,305$2.70M0.0%+1.6%0.002%
5/16/2024 Captrust Financial Advisors1,280,516$95.04M0.3%-16.1%0.082%
5/16/2024 Econ Financial Services Corp94,883$7.04M4.4%-33.5%0.006%
5/15/2024 Ascent Group LLC39,752$2.95M0.3%+0.5%0.003%
5/15/2024 SVB Wealth LLC517,269$38.39M0.9%+36.6%0.033%
5/15/2024 Wick Capital Partners LLC146,588$10.88M10.8%-0.6%0.009%
5/15/2024 Mount Yale Investment Advisors LLC34,490$2.56M0.2%-34.0%0.002%
5/15/2024 Beaird Harris Wealth Management LLC433$32K0.0%N/A0.000%
5/15/2024 Manhattan West Asset Management LLC39,371$2.92M0.7%-40.5%0.003%
5/15/2024 Fairview Capital Investment Management LLC66,216$4.92M0.3%-1.9%0.004%
5/15/2024 Price T Rowe Associates Inc. MD259,667$19.27M0.0%+22.4%0.017%
5/15/2024 BOKF NA14,156$1.05M0.0%+297.5%0.001%
5/15/2024 Kestra Advisory Services LLC653,739$48.52M0.3%+16.9%0.042%
5/15/2024 Steel Grove Capital Advisors LLC30,013$2.23M0.1%-24.5%0.002%
5/15/2024 Cornerstone Partners Capital Management LLC4,681,862$347.49M23.3%+10.8%0.298%
5/15/2024 Lazard Asset Management LLC11,161$828K0.0%-2.7%0.001%
5/15/2024 1832 Asset Management L.P.537,349$39.88M0.0%-20.8%0.034%
5/15/2024 Truvestments Capital LLC397$29K0.0%N/A0.000%
5/15/2024 Quadrature Capital Ltd77,034$5.72M0.1%N/A0.005%
5/15/2024 Stonebridge Capital Advisors LLC3,334$247K0.0%+7.4%0.000%
5/14/2024 Biltmore Family Office LLC27,855$2.07M0.4%+41.1%0.002%
5/14/2024 Axxcess Wealth Management LLC116,485$8.65M0.2%+8.2%0.007%
5/14/2024 EP Wealth Advisors LLC60,814$4.51M0.1%-12.4%0.004%
5/14/2024 Wellington Wealth Strategies LLC.34,399$2.55M1.2%-32.3%0.002%
5/14/2024 Element Pointe Advisors LLC95,150$7.06M1.8%+24.8%0.006%
5/14/2024 Freestone Capital Holdings LLC123,033$9.13M0.3%+4.9%0.008%
5/14/2024 CreativeOne Wealth LLC20,563$1.53M0.1%+59.9%0.001%
5/14/2024 Sax Wealth Advisors LLC26,245$1.95M0.2%+1.4%0.002%
5/14/2024 Northwest Wealth Management LLC26,219$1.95M0.5%-5.0%0.002%
5/14/2024 Crewe Advisors LLC185,713$13.78M1.6%-0.2%0.012%
5/14/2024 Leelyn Smith LLC3,151$234K0.0%N/A0.000%
5/14/2024 InterOcean Capital Group LLC586,451$43.53M1.0%+38.8%0.037%
5/14/2024 Tiemann Investment Advisors LLC137,966$10.24M4.6%+2.5%0.009%
5/14/2024 Pitcairn Co.16,118$1.20M0.1%+8.7%0.001%
5/14/2024 Passaic Partners LLC2,427,992$180.21M26.0%-2.6%0.155%
5/14/2024 National Bank of Canada FI7,138,336$532.94M0.8%+220.0%0.455%
5/14/2024 Lake Street Advisors Group LLC541,436$40.19M1.9%+1.2%0.034%
5/13/2024 Bessemer Group Inc.42,796$3.18M0.0%+128.8%0.003%
5/13/2024 Atlanta Consulting Group Advisors LLC57,763$4.29M1.5%N/A0.004%
5/13/2024 Texas Capital Bank Wealth Management Services Inc867,006$64.35M7.1%+2.7%0.055%
5/13/2024 Texas Capital Bancshares Inc TX204,951$15.21M6.9%+1.3%0.013%
5/13/2024 O Shaughnessy Asset Management LLC36,936$2.74M0.0%+53.6%0.002%
5/13/2024 PAX Financial Group LLC14,754$1.10M0.2%+1.2%0.001%
5/11/2024 Bahl & Gaynor Inc.180,590$13.40M0.1%+7.6%0.012%
5/11/2024 MAS Advisors LLC28,940$2.15M2.5%+0.7%0.002%
5/11/2024 Lcnb Corp218,893$16.25M5.9%+0.8%0.014%
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5/11/2024 Resurgent Financial Advisors LLC14,374$1.07M0.6%+26.5%0.001%
5/11/2024 Elevatus Welath Management9,787$726K0.3%-8.2%0.001%
5/11/2024 Beaumont Financial Advisors LLC3,094$230K0.0%N/A0.000%
5/11/2024 Cynosure Group LLC30,958$2.30M0.4%-7.8%0.002%
5/11/2024 Continental Investors Services Inc.4,492$332K0.8%N/A0.000%
5/11/2024 Catalytic Wealth RIA LLC14,073$1.04M0.2%+55.1%0.001%
5/11/2024 Edgestream Partners L.P.9,229$685K0.0%+103.8%0.001%
5/11/2024 Hirtle Callaghan & Co LLC3,792,504$281.48M12.0%+3.4%0.242%
5/11/2024 Ironsides Asset Advisors LLC163,355$12.12M4.2%+55.2%0.010%
5/10/2024 Osaic Holdings Inc.1,594,472$118.37M0.3%-64.9%0.102%
(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, 1,963 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 1,745 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. ($12.77M), US Bancorp DE ($9.90M), Jones Financial Companies Lllp ($9.00M), and National Bank of Canada FI ($8.85M).

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

Institutional investors have bought a total of 427,229,754 shares in the last 24 months. This purchase volume represents approximately $27.50B in transactions.

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

Of the 1,284 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), Aaron Wealth Advisors LLC ($14.84M), United Services Automobile Association ($10.82M), Jane Street Group LLC ($8.59M), CFS Investment Advisory Services LLC ($8.27M), and TIAA FSB ($8.14M).

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

Institutional investors have sold a total of 251,662,088 shares in the last 24 months. This volume of shares sold represents approximately $15.83B in transactions.


This page (BATS:IEFA) was last updated on 6/12/2024 by MarketBeat.com Staff

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