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iShares Core MSCI EAFE ETF (IEFA) Institutional Ownership

iShares Core MSCI EAFE ETF logo
$69.87 -0.19 (-0.27%)
(As of 12/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
1274
Total
Institutional Inflows
(last 12 months)
$8.75B
Number of
Institutional Sellers
(last 12 months)
863
Total
Institutional Outflows
(last 12 months)
$3.95B
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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
12/19/2024 Independent Solutions Wealth Management LLC148,399$11.58M2.6%+3.7%0.009%
12/13/2024 B. Riley Wealth Advisors Inc.112,301$8.67M0.2%+3.4%0.007%
12/3/2024 Boulder Wealth Advisors LLC2,581$201K0.1%N/A0.000%
12/2/2024 Capasso Planning Partners LLC7,162$559K0.2%+28.3%0.000%
12/2/2024 Beaird Harris Wealth Management LLC1,429$112K0.0%+71.8%0.000%
11/27/2024 Franklin Resources Inc.5,350,416$411.18M0.1%-0.6%0.341%
11/26/2024 Peapack Gladstone Financial Corp181,897$14.20M0.2%+15.1%0.012%
11/25/2024 Synovus Financial Corp186,908$14.59M0.2%+4.1%0.012%
11/25/2024 Tidal Investments LLC8,732$682K0.0%-4.8%0.001%
11/25/2024 Cim Investment Management Inc.108,297$8.45M2.5%-0.5%0.007%
11/25/2024 Destination Wealth Management11,445$893K0.0%+2.8%0.001%
11/25/2024 Wilmington Savings Fund Society FSB46,839$3.66M0.1%+16.2%0.003%
11/25/2024 Arvest Bank Trust Division252,819$19.73M1.1%N/A0.016%
11/25/2024 Broadview Financial Management LLC268,649$20.97M14.2%+1.0%0.017%
11/25/2024 Sfmg LLC4,143$323K0.0%+17.9%0.000%
11/25/2024 World Investment Advisors LLC111,809$8.73M0.2%+87.4%0.007%
11/25/2024 Sanctuary Advisors LLC1,879,000$135.83M0.9%+3.6%0.120%
11/22/2024 Stock Yards Bank & Trust Co.32,515$2.54M0.1%+5.3%0.002%
11/22/2024 Eaton Financial Holdings Company LLC5,594$437K0.2%N/A0.000%
11/21/2024 Wealthquest Corp1,231,405$95.34M8.4%+3.4%0.078%
11/20/2024 SOA Wealth Advisors LLC.7,861$614K0.1%-5.0%0.001%
11/20/2024 Westside Investment Management Inc.115,234$8.98M1.9%+2.9%0.007%
11/19/2024 Invst LLC40,722$3.18M0.4%+5.5%0.003%
11/19/2024 M&T Bank Corp14,042,709$1.10B3.6%-7.6%0.894%
11/18/2024 Soltis Investment Advisors LLC54,414$4.25M0.4%+0.5%0.003%
11/18/2024 Rehmann Capital Advisory Group884,913$69.06M4.5%+2.6%0.056%
11/18/2024 TD Private Client Wealth LLC1,877,590$146.55M4.2%+15.7%0.120%
11/18/2024 Arete Wealth Advisors LLC25,262$1.97M0.2%-65.1%0.002%
11/18/2024 Sunbelt Securities Inc.63,819$4.98M0.5%+10.6%0.004%
11/18/2024 Continental Investors Services Inc.8,227$637K1.3%+11.6%0.001%
11/18/2024 Wilson & Boucher Capital Management LLC3,080$240K0.2%N/A0.000%
11/18/2024 Coldstream Capital Management Inc.413,853$32.30M0.7%-2.1%0.026%
11/18/2024 JDM Financial Group LLC22,936$1.79M1.0%-18.3%0.001%
11/15/2024 MidWestOne Financial Group Inc.218,380$17.05M2.4%+128.2%0.014%
11/15/2024 Brophy Wealth Management LLC7,213$563K0.2%N/A0.000%
11/15/2024 M&T Bank Corp14,042,709$1.10B3.0%-7.6%0.894%
11/15/2024 Continuum Advisory LLC98,573$7.11M0.9%+9.2%0.006%
11/15/2024 Drucker Wealth 3.0 LLC11,603$906K0.2%+8.1%0.001%
11/15/2024 EWA LLC72,545$5.23M1.9%+224.5%0.005%
11/15/2024 Cape Cod Five Cents Savings Bank591,078$42.94M4.1%-1.4%0.038%
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11/15/2024 Glass Jacobson Investment Advisors llc8,542$667K0.2%+2.0%0.001%
11/15/2024 MML Investors Services LLC3,243,209$253.13M0.9%+9.6%0.207%
11/15/2024 Urban Financial Advisory Corp73,389$5.73M3.2%-0.4%0.005%
11/15/2024 Headinvest LLC7,755$605K0.1%-11.5%0.000%
11/15/2024 Northeast Financial Consultants Inc18,309$1.43M0.1%-1.8%0.001%
11/15/2024 Mosaic Financial Group LLC3,616$282K0.2%-16.2%0.000%
11/15/2024 Main Management LLC197,357$15.40M1.3%-0.5%0.013%
11/15/2024 Dunhill Financial LLC1,125$88K0.0%N/A0.000%
11/15/2024 Orion Portfolio Solutions LLC475,110$37.08M0.8%-2.6%0.030%
11/15/2024 Zacks Investment Management228,874$17.86M0.2%+19.7%0.015%
11/15/2024 iA Global Asset Management Inc.523,992$40.90M0.7%+17.3%0.033%
11/15/2024 EP Wealth Advisors LLC70,718$5.52M0.0%+14.4%0.005%
11/15/2024 Insigneo Advisory Services LLC4,555$356K0.0%+6.5%0.000%
11/15/2024 Kovitz Investment Group Partners LLC835,536$61.97M0.4%+1,530.0%0.053%
11/15/2024 Wellington Management Group LLP2,247,956$175.45M0.0%+26.6%0.143%
11/15/2024 Texas Capital Bank Wealth Management Services Inc780,589$60.93M6.0%+0.8%0.050%
11/15/2024 Stifel Financial Corp9,656,141$753.66M0.8%+2.7%0.615%
11/15/2024 Swmg LLC67,658$4.87M2.0%-6.5%0.004%
11/15/2024 SageView Advisory Group LLC146,523$11.44M0.6%-37.5%0.009%
11/15/2024 Quantinno Capital Management LP47,537$3.71M0.0%-22.3%0.003%
11/15/2024 RPTC Inc.330,476$25.79M5.6%-3.9%0.021%
11/15/2024 Resurgent Financial Advisors LLC12,329$962K0.6%-7.8%0.001%
11/15/2024 Retirement Investment Advisors Inc.1,709,298$133.41M14.6%+6.2%0.109%
11/15/2024 IHT Wealth Management LLC107,396$8.36M0.2%+41.1%0.007%
11/15/2024 Integrated Wealth Concepts LLC697,762$54.46M0.7%+3.3%0.044%
11/15/2024 HighTower Advisors LLC4,898,491$382.31M0.5%-2.5%0.312%
11/15/2024 Hilltop Holdings Inc.62,896$4.91M0.3%-27.6%0.004%
11/15/2024 Chevy Chase Trust Holdings LLC4,740$370K0.0%N/A0.000%
11/15/2024 Community Bank N.A.381,161$29.75M3.8%-8.7%0.024%
11/15/2024 Ascent Group LLC37,478$2.93M0.2%-2.6%0.002%
11/15/2024 Benjamin Edwards Inc.4,161$325K0.0%N/A0.000%
11/15/2024 Kestra Investment Management LLC13,063$1.02M0.0%N/A0.001%
11/15/2024 FSA Wealth Management LLC484$38K0.0%N/A0.000%
11/15/2024 Lavaca Capital LLC10,078$787K0.3%N/A0.001%
11/14/2024 Cobblestone Capital Advisors LLC NY9,280$724K0.0%-1.9%0.001%
11/14/2024 Widmann Financial Services Inc.105,388$8.23M6.2%+2.0%0.007%
11/14/2024 NCM Capital Management LLC15,680$1.22M0.6%-2.2%0.001%
11/14/2024 Acropolis Investment Management LLC387,877$30.27M1.8%-0.3%0.025%
11/14/2024 TRUE Private Wealth Advisors61,331$4.79M0.6%-16.0%0.004%
11/14/2024 Captrust Financial Advisors1,335,771$104.26M0.3%+4.7%0.085%
11/14/2024 Atlantic Union Bankshares Corp8,775$685K0.0%+3.2%0.001%
11/14/2024 Rockefeller Capital Management L.P.1,637,796$127.80M0.3%+2.6%0.104%
11/14/2024 Hantz Financial Services Inc.1,091,048$85.16M1.5%+6.2%0.069%
11/14/2024 Northwest & Ethical Investments L.P.333,072$26.00M0.7%+7.5%0.021%
11/14/2024 Financial Counselors Inc.456,501$35.63M0.5%+6.5%0.029%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,094,000$163.44M0.0%-15.4%0.133%
11/14/2024 Noesis Capital Mangement Corp11,710$914K0.2%+13.1%0.001%
11/14/2024 Fiduciary Trust Co4,208,746$328.49M4.6%+4.3%0.268%
11/14/2024 Chan Zuckerberg Initiative LLC1,108,592$86.53M21.1%N/A0.071%
11/14/2024 Providence Capital Advisors LLC96,231$7.51M1.5%+4.3%0.006%
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11/14/2024 CreativeOne Wealth LLC13,467$1.05M0.0%+71.3%0.001%
11/13/2024 Glenmede Trust Co. NA137,124$10.70M0.1%+4.2%0.009%
11/13/2024 Freedom Investment Management Inc.245,953$19.20M1.5%+8.5%0.016%
11/13/2024 Cynosure Group LLC44,163$3.45M0.5%+14.5%0.003%
11/13/2024 Townsquare Capital LLC73,998$5.78M0.1%+6.8%0.005%
11/13/2024 Cadence Bank8,221$642K0.0%N/A0.001%
11/13/2024 CKW Financial Group2,096,299$162.30M19.6%+0.8%0.134%
11/13/2024 D.A. Davidson & CO.45,397$3.54M0.0%+16.9%0.003%
11/13/2024 FMR LLC19,246,834$1.50B0.1%+0.4%1.226%
11/13/2024 Patton Albertson Miller Group LLC44,340$3.46M0.5%-0.6%0.003%
(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, 1,986 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 FSB ($3.98B), Wells Fargo & Company MN ($3.97B), and TIAA Trust National Association ($3.96B).Learn more on IEFA's institutional investors.

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

Of the 1,769 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), Envestnet Portfolio Solutions Inc. ($12.99M), US Bancorp DE ($11.18M), Bank of Montreal Can ($9.97M), Bank of New York Mellon Corp ($8.63M), and LPL Financial LLC ($8.62M).

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

Institutional investors have bought a total of 381,541,810 shares in the last 24 months. This purchase volume represents approximately $25.82B in transactions.

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

Of the 1,273 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. ($11.07M), Global Strategic Investment Solutions LLC ($6.15M), PNC Financial Services Group Inc. ($4.92M), Northwestern Mutual Investment Management Company LLC ($4.54M), TIAA Trust National Association ($4.09M), and Sei Investments Co. ($4.09M).

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

Institutional investors have sold a total of 190,119,236 shares in the last 24 months. This volume of shares sold represents approximately $12.83B in transactions.



This page (BATS:IEFA) was last updated on 12/21/2024 by MarketBeat.com Staff
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