iShares Core MSCI EAFE ETF (IEFA) Institutional Ownership

$71.80
-0.36 (-0.50%)
(As of 04/25/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
1332
Total
Institutional Inflows
(last 12 months)
$17.36B
Number of
Institutional Sellers
(last 12 months)
913
Total
Institutional Outflows
(last 12 months)
$7.44B
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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
4/25/2024MTM Investment Management LLC1,017$75K0.0%N/A0.000%
4/25/2024Klaas Financial Asset Advisors LLC230,935$17.14M3.4%-0.4%0.015%
4/25/2024Aaron Wealth Advisors LLC941,367$69.87M10.0%-3.8%0.060%
4/25/2024 Valeo Financial Advisors LLC422,498$30.49M1.0%+6.4%0.027%
4/25/2024Eudaimonia Advisors LLC2,836$210K0.1%-12.9%0.000%
4/25/2024Olistico Wealth LLC11,861$880K0.6%-9.5%0.001%
4/25/2024Long Run Wealth Advisors LLC300,936$22.34M5.9%+4.8%0.019%
4/25/2024Telos Capital Management Inc.72,350$5.37M0.6%-1.0%0.005%
4/25/2024 Summit Financial LLC56,009$4.16M0.2%-26.5%0.004%
4/25/2024 Cambridge Investment Research Advisors Inc.1,118,535$83.02M0.3%+12.7%0.072%
4/25/2024 Christopher J. Hasenberg Inc2,687$199K0.1%N/A0.000%
4/24/2024 Private Trust Co. NA81,098$6.02M0.7%+2.9%0.005%
4/24/2024 Leavell Investment Management Inc.38,307$2.84M0.2%-4.9%0.002%
4/24/2024 PSI Advisors LLC2,377$176K0.1%+19.1%0.000%
4/24/2024 Patton Albertson Miller Group LLC45,990$3.41M0.5%-14.3%0.003%
4/24/2024 CENTRAL TRUST Co160,685$11.93M0.3%-2.5%0.010%
4/24/2024 4Thought Financial Group Inc.35,290$2.62M1.7%+88.8%0.002%
4/24/2024 Berkshire Bank312,320$23.18M5.8%+2.3%0.020%
4/24/2024 Newbridge Financial Services Group Inc.2,088$155K0.1%-35.7%0.000%
4/24/2024 Pegasus Partners Ltd.94,496$7.01M0.7%-1.1%0.006%
4/24/2024 Blue Bell Private Wealth Management LLC1,329$99K0.0%-72.6%0.000%
4/24/2024 Acorn Creek Capital LLC86,367$6.41M4.0%+4.2%0.006%
4/24/2024 Zullo Investment Group Inc.3,676$273K0.1%-9.7%0.000%
4/24/2024 Round Rock Advisors LLC9,964$740K0.2%+3.2%0.001%
4/24/2024 SOL Capital Management CO26,454$1.96M0.2%+19.1%0.002%
4/24/2024 Simplicity Wealth LLC99,629$7.39M0.2%N/A0.006%
4/24/2024 Archford Capital Strategies LLC312,678$23.21M3.9%+4.7%0.020%
4/24/2024 NBT Bank N A NY118,781$8.82M0.6%-3.5%0.008%
4/24/2024 Wells Trecaso Financial Group LLC108,967$8.09M2.9%+496.2%0.007%
4/24/2024 Spire Wealth Management262,304$19.47M0.8%+1.6%0.017%
4/24/2024 Essex Financial Services Inc.8,968$666K0.1%-4.9%0.001%
4/24/2024 Bar Harbor Wealth Management5,606$416K0.0%+44.0%0.000%
4/23/2024 Bell Bank3,143,109$233.28M20.1%+2.5%0.201%
4/23/2024 Charter Oak Capital Management LLC14,665$1.09M0.1%+14.9%0.001%
4/23/2024 Iowa State Bank295,793$21.95M4.9%+6.2%0.019%
4/23/2024 James J. Burns & Company LLC50,124$3.68M1.3%-46.5%0.003%
4/23/2024Busey Bank15,700$1.17M0.0%-17.8%0.001%
4/23/2024 BSW Wealth Partners236,131$17.53M3.0%-33.1%0.015%
4/23/2024 Global Retirement Partners LLC305,893$22.70M0.8%+2.5%0.020%
4/23/2024 Arbor Investment Advisors LLC142,667$10.59M1.6%-6.2%0.009%
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4/23/2024 Twin Peaks Wealth Advisors LLC3,536$262K0.1%-31.8%0.000%
4/23/2024 Satovsky Asset Management LLC4,420$328K0.1%+5.4%0.000%
4/23/2024 Morton Brown Family Wealth LLC35,216$2.61M1.1%-2.3%0.002%
4/23/2024 Olympus Wealth Management LLC558,119$41.42M24.6%-18.1%0.036%
4/23/2024 WASHINGTON TRUST Co280,422$20.81M0.8%+12.3%0.018%
4/23/2024 Canvas Wealth Advisors LLC40,360$2.86M0.9%+6.0%0.003%
4/23/2024 Venturi Wealth Management LLC960,534$71.29M4.6%+0.2%0.062%
4/23/2024 Rational Advisors LLC15,264$1.13M0.1%N/A0.001%
4/23/2024 Live Oak Private Wealth LLC6,634$492K0.1%+9.2%0.000%
4/23/2024 Community Financial Services Group LLC7,363$546K0.1%N/A0.000%
4/23/2024 Oak Harbor Wealth Partners LLC148,251$11.00M3.4%+6.6%0.010%
4/23/2024 Legacy Trust39,460$2.93M0.7%+0.8%0.003%
4/23/2024 Nations Financial Group Inc. IA ADV68,083$5.05M0.4%+34.8%0.004%
4/23/2024 Gradient Investments LLC896$67K0.0%-19.1%0.000%
4/23/2024 Sugarloaf Wealth Management LLC3,014$224K0.0%-60.6%0.000%
4/23/2024 Fifth Third Bancorp2,669,645$198.14M0.8%-2.4%0.171%
4/23/2024 Wesbanco Bank Inc.33,483$2.49M0.1%+50.7%0.002%
4/23/2024 McAdam LLC180,774$13.42M0.9%-3.2%0.012%
4/23/2024 Regatta Capital Group LLC8,225$610K0.1%-13.6%0.001%
4/23/2024 Strategic Blueprint LLC19,839$1.47M0.1%+11.6%0.001%
4/23/2024 Accurate Wealth Management LLC40,759$2.89M0.8%-2.2%0.003%
4/23/2024 OxenFree Capital LLC38,147$2.83M2.6%+7.7%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.6,519,657$483.89M0.7%-3.9%0.418%
4/23/2024 Stonegate Investment Group LLC28,465$2.11M0.1%+4.7%0.002%
4/23/2024 Sutton Place Investors LLC12,283$912K0.5%+7.2%0.001%
4/23/2024 Sapient Capital LLC12,695$942K0.0%-3.1%0.001%
4/23/2024 Gray Private Wealth LLC3,847$286K0.2%N/A0.000%
4/22/2024 Strategic Financial Concepts LLC11,788$875K0.2%+188.4%0.001%
4/22/2024 Confluence Wealth Services Inc.55,068$4.09M0.4%-4.1%0.004%
4/22/2024 Cahaba Wealth Management Inc.76,424$5.67M0.5%-0.9%0.005%
4/22/2024 Rovin Capital UT ADV87,798$6.52M2.7%+13.7%0.006%
4/22/2024Invera Wealth Advisors LLC58,395$4.13M3.4%+3.0%0.004%
4/22/2024 Nilsine Partners LLC23,193$1.72M0.2%-2.9%0.001%
4/22/2024 PFG Investments LLC17,979$1.33M0.1%+143.8%0.001%
4/22/2024 Rockwood Wealth Management LLC17,263$1.28M0.2%+18.8%0.001%
4/22/2024 Altfest L J & Co. Inc.17,752$1.32M0.2%+14.3%0.001%
4/22/2024 Parsons Capital Management Inc. RI29,424$2.18M0.1%-0.7%0.002%
4/22/2024 CKW Financial Group2,056,465$151.95M19.8%+17.8%0.132%
4/22/2024 Outlook Wealth Advisors LLC76,729$5.70M1.8%+7.8%0.005%
4/22/2024 Raymond James & Associates29,384,292$2.18B1.5%-0.5%1.884%
4/22/2024 Waycross Investment Management Co8,525$633K0.6%N/A0.001%
4/22/2024 MBL Wealth LLC274,684$20.39M2.3%+1.8%0.018%
4/22/2024 New Perspectives Inc308,091$22.87M12.7%N/A0.020%
4/22/2024 Professional Advisory Services Inc.282,066$20.94M2.8%+0.6%0.018%
4/22/2024 Strategies Wealth Advisors LLC530,028$39.34M6.1%-2.9%0.034%
4/22/2024 Edge Financial Advisors LLC14,486$1.08M0.9%N/A0.001%
4/22/2024Ashton Thomas Private Wealth LLC91,218$6.77M0.4%+7.7%0.006%
4/20/2024 KWB Wealth8,199$609K0.1%+10.3%0.001%
4/20/2024 Dean Jacobson Financial Services LLC318,561$23.64M19.2%+0.5%0.020%
4/19/2024 FORVIS Wealth Advisors LLC237,954$17.66M0.4%-6.7%0.015%
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4/19/2024 Horizon Bancorp Inc. IN101,799$7.56M3.6%+9.7%0.007%
4/19/2024 GenTrust LLC3,273$243K0.0%N/A0.000%
4/19/2024 Veracity Capital LLC36,013$2.67M1.0%+14.7%0.002%
4/19/2024 Willis Johnson & Associates Inc.6,100$453K0.0%+8.6%0.000%
4/19/2024 American National Bank & Trust Co. VA6,294$467K0.1%N/A0.000%
4/19/2024 Tran Capital Management L.P.5,400$401K0.0%N/A0.000%
4/19/2024 Financial Perspectives Inc4,234$314K0.1%+24.0%0.000%
4/19/2024 RTD Financial Advisors Inc.5,714$424K0.1%-8.8%0.000%
4/19/2024 ZRC Wealth Management LLC7,264$537K0.3%-4.4%0.000%
4/19/2024 Veery Capital LLC157,449$11.69M4.8%-2.0%0.010%
(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, 1,980 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 ($4.10B), 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 1,763 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 ($58.35M), Bishop & Co Investment Management LLC ($21.62M), Aaron Wealth Advisors LLC ($15.46M), Jane Street Group LLC ($15.18M), Envestnet Portfolio Solutions Inc. ($12.37M), CFS Investment Advisory Services LLC ($11.81M), and US Bancorp DE ($11.33M).

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

Institutional investors have bought a total of 479,096,647 shares in the last 24 months. This purchase volume represents approximately $31.01B in transactions.

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

Of the 1,306 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), Victory Capital Management Inc. ($11.00M), United Services Automobile Association ($10.82M), Jane Street Group LLC ($8.59M), and CFS Investment Advisory Services LLC ($8.27M).

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

Institutional investors have sold a total of 268,186,311 shares in the last 24 months. This volume of shares sold represents approximately $16.95B in transactions.


This page (BATS:IEFA) was last updated on 4/25/2024 by MarketBeat.com Staff

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