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iShares Core MSCI EAFE ETF (IEFA) Institutional Ownership

iShares Core MSCI EAFE ETF logo
$97.22 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
1833
Total
Institutional Inflows
(last 12 months)
$21.49B
Number of
Institutional Sellers
(last 12 months)
1122
Total
Institutional Outflows
(last 12 months)
$13.48B
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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
5/22/2026Coastline Complete Wealth LLC5,144$466K0.3%N/A0.000%
5/22/2026 Segall 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%
5/21/2026 JDM Financial Group LLC23,667$2.14M0.4%+7.0%0.001%
5/20/2026 Hobbs Group Advisors LLC35,839$3.25M1.0%+3.5%0.002%
5/20/2026 Arete Wealth Advisors LLC29,245$2.65M0.2%-9.2%0.002%
5/20/2026 SOA Wealth Advisors LLC.6,491$588K0.1%-5.0%0.000%
5/20/2026 Leigh Baldwin & CO. LLC35,622$3.23M2.1%+3.6%0.002%
5/20/2026 TrueWealth Financial Partners11,632$1.05M0.4%N/A0.001%
5/19/2026 Western Wealth Management LLC71,769$6.50M0.2%+9.9%0.004%
5/19/2026 McIlrath & Eck LLC2,984$270K0.0%+52.3%0.000%
5/19/2026 Eley Financial Management Inc54,607$4.94M1.7%+2.8%0.003%
5/19/2026 Bank of America Corp DE203,094,934$18.39B1.3%-10.8%11.877%
5/19/2026 Hamilton Wealth LLC141,903$12.85M0.9%+302.3%0.008%
5/19/2026 Edgestream Partners L.P.6,077$550K0.0%-32.5%0.000%
5/19/2026 Chesapeake Wealth Management2,518$228K0.1%N/A0.000%
5/19/2026 Centaurus Financial Inc.11,405$1.03M0.0%-1.5%0.001%
5/19/2026 Strategic Investment Advisors MI810,685$73.45M5.1%+12.2%0.047%
5/19/2026 Ashton Thomas Securities LLC144,696$13.10M1.6%N/A0.008%
5/19/2026 Arkadios Wealth Advisors131,630$11.92M0.2%-16.3%0.008%
5/19/2026 IFS Group LLC29,649$2.68M2.4%N/A0.002%
5/19/2026 Arete Wealth Advisors LLC29,245$2.65M0.2%-9.2%0.002%
5/18/2026 Sunbelt Securities Inc.113,195$10.25M0.6%-1.9%0.007%
5/18/2026 EverSource Wealth Advisors LLC62,516$5.66M0.2%+12.3%0.004%
5/18/2026 Talon Private Wealth LLC9,422$853K0.1%N/A0.001%
5/18/2026 Core Wealth Advisors Inc.210,520$19.06M4.5%+1.8%0.012%
5/18/2026 Royal Bank of Canada8,847,558$800.97M0.1%+0.3%0.517%
5/18/2026 RPTC Inc.311,497$28.20M4.9%-1.6%0.018%
5/18/2026 Eley Financial Management Inc50,013$4.53M1.6%-5.9%0.003%
5/18/2026 Empowered Funds LLC332,183$30.07M0.2%+42.8%0.019%
5/18/2026 Evelyn Partners Asset Management Ltd2,271$206K0.1%+183.5%0.000%
5/18/2026 Evercore Wealth Management LLC21,296$1.93M0.0%+8.6%0.001%
5/16/2026 The Manufacturers Life Insurance Company 598,914$54.22M0.0%+3.5%0.035%
5/16/2026 IMG Wealth Management Inc.2,273$206K0.1%-28.9%0.000%
5/16/2026 Excelsior Advisor Network LLC18,881$1.71M0.7%+22.0%0.001%
5/16/2026 Quantinno Capital Management LP241,602$21.87M0.0%+27.6%0.014%
5/16/2026 Lazard Asset Management LLC262,099$23.73M0.0%+1.1%0.015%
5/15/2026 Gateway Wealth Partners LLC83,885$7.59M0.3%+759.2%0.005%
5/15/2026 Turim 21 Investimentos Ltda.513$46K0.0%-52.1%0.000%
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5/15/2026 Quadcap Wealth Management LLC6,543$592K0.1%-5.7%0.000%
5/15/2026 Cypress Capital Group23,671$2.14M0.2%+13.5%0.001%
5/15/2026 Van Diest Capital LLC7,202$652K0.5%N/A0.000%
5/15/2026 Bradley Foster & Sargent Inc. CT69,155$6.26M0.1%-10.3%0.004%
5/15/2026 Marquette Associates Inc.181,597$16.44M17.9%+6.1%0.011%
5/15/2026 Matrix Private Capital Group LLC173,116$15.67M7.6%N/A0.010%
5/15/2026 Windsor Advisory Group LLC1,643$149K0.1%N/A0.000%
5/15/2026 Waverly Advisors LLC316,406$28.64M0.2%+8.2%0.019%
5/15/2026 Wealth Alliance LLC52,566$4.76M0.5%-9.8%0.003%
5/15/2026 Vivaldi Capital Management LP21,496$1.95M0.3%-7.1%0.001%
5/15/2026 Bridgewater Advisors Inc.8,768$852K0.1%+3.9%0.001%
5/14/2026 Sentinel Advisory Group LLC33,053$2.99M1.5%N/A0.002%
5/14/2026 Gamco Investors INC. ET AL126,113$11.42M0.1%+56.3%0.007%
5/14/2026 Hilltop Holdings Inc.7,649$692K0.1%-18.6%0.000%
5/14/2026 Rockbridge Investment Management LCC700,828$63.45M5.7%+4.5%0.041%
5/14/2026 GC Wealth Management RIA LLC11,845$1.07M0.0%+101.9%0.001%
5/14/2026 JRM Investment Counsel LLC12,461$1.13M0.3%-25.1%0.001%
5/14/2026 Compound Planning Inc.247,127$22.37M0.7%+17.9%0.014%
5/14/2026 Klingman & Associates LLC957,356$86.67M4.1%+5.3%0.056%
5/14/2026 Modern Wealth Management LLC108,405$9.96M0.2%-6.6%0.006%
5/14/2026 Keebeck Wealth Management15,064$1.36M0.2%-15.9%0.001%
5/14/2026 Arrowstreet Capital Limited Partnership333,882$30.23M0.0%-14.9%0.020%
5/14/2026 Gibbs Wealth Management6,354$575K0.1%N/A0.000%
5/14/2026 Sei Investments Co.3,541,623$320.62M0.3%-3.0%0.207%
5/14/2026 Alamar Capital Management LLC4,142$375K0.2%N/A0.000%
5/14/2026 Davis R M Inc.12,065$1.09M0.0%-2.5%0.001%
5/14/2026 Lido Advisors LLC1,333,556$120.73M0.4%-30.8%0.078%
5/13/2026 Cetera Investment Advisers11,479,180$1.04B1.1%+6.7%0.671%
5/13/2026 Lavaca Capital LLC5,696$516K0.1%+11.0%0.000%
5/13/2026 Aureus Asset Management LLC18,721$1.70M0.1%+466.4%0.001%
5/13/2026 Cambridge Associates LLC MA ADV882,539$79.90M1.3%+13.5%0.052%
5/13/2026 Clearwater Capital Advisors LLC2,235$202K0.0%N/A0.000%
5/13/2026 Godshalk Welsh Capital Management Inc.27,990$2.53M1.5%+0.8%0.002%
5/13/2026 NewEdge Wealth LLC357,097$32.33M0.4%+7.2%0.021%
5/13/2026 Arvest Bank Trust Division148,264$13.42M0.7%-1.3%0.009%
5/13/2026 Daner Wealth Management LLC82,751$7.99M4.2%-0.4%0.005%
5/13/2026 First Citizens Bank & Trust Co.2,018,049$182.69M3.2%+6.6%0.118%
5/13/2026 Alesco Advisors LLC An ESL Co1,484,614$134.40M3.4%-2.4%0.087%
5/13/2026 CI Investments Inc.883,440$79.98M0.4%+189.7%0.052%
5/13/2026 First Trust Advisors LP5,418$490K0.0%+69.6%0.000%
5/12/2026 Phillip James Consulting Co.3,940$357K0.3%N/A0.000%
5/12/2026 Fortis Capital Management LLC6,951$629K0.1%+28.3%0.000%
5/12/2026 Bellwether Advisors LLC5,603$507K0.1%+68.3%0.000%
5/8/2026 PNC Financial Services Group Inc.16,811,167$1.52B0.9%+0.4%0.983%
5/8/2026 Burling Wealth Partners LLC27,197$2.46M0.4%+0.8%0.002%
5/8/2026 Glenview Trust Co32,692$2.96M0.0%+2.6%0.002%
5/8/2026 One Charles Private Wealth Services LLC17,695$1.60M0.4%N/A0.001%
5/8/2026 Madison Asset Management LLC34,564$3.13M0.0%+273.8%0.002%
5/8/2026 Summit Global Investments4,025$364K0.0%-9.1%0.000%
5/8/2026 Cassaday & Co Wealth Management LLC8,006$725K0.0%+1.9%0.000%
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5/8/2026 JMG Financial Group Ltd.20,303$1.84M0.1%+1.0%0.001%
5/8/2026 Cutler Investment Counsel LLC490,822$44.43M4.6%-1.5%0.029%
5/8/2026 Maimon Wealth Management LTD.36,495$3.20M2.8%+5.7%0.002%
5/8/2026 Johnson Financial Group Inc.1,934,375$175.12M6.3%+6.8%0.113%
5/8/2026 Element Pointe Advisors LLC317,144$28.71M5.4%+17.2%0.019%
5/8/2026 JSF Financial LLC137,649$12.46M2.4%+186.4%0.008%
5/7/2026 AlTi Global Inc.20,128$1.82M0.0%+6.9%0.001%
5/7/2026 Earned Wealth Advisors LLC496,120$44.91M3.0%+3.5%0.029%
5/7/2026 Grant Street Asset Management Inc.30,494$2.76M0.5%-3.2%0.002%
5/7/2026 Commonwealth Financial Services LLC2,411$218K0.0%-97.7%0.000%


IEFA Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,565 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 2,341 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 246,000,328 shares in the last 24 months. This purchase volume represents approximately $21.49B in transactions.

Of the 1,122 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 152,928,008 shares in the last 24 months. This volume of shares sold represents approximately $13.48B in transactions.



This page (BATS:IEFA) was last updated on 5/26/2026 by MarketBeat.com Staff.
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