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iShares Core MSCI EAFE ETF (IEFA) Institutional Ownership

iShares Core MSCI EAFE ETF logo
$72.76 +2.98 (+4.27%)
As of 01/21/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
1287
Total
Institutional Inflows
(last 12 months)
$9.19B
Number of
Institutional Sellers
(last 12 months)
867
Total
Institutional Outflows
(last 12 months)
$4.12B
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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
1/21/2025ETF Portfolio Partners Inc.23,980$1.69M0.5%-2.9%0.002%
1/21/2025High Net Worth Advisory Group LLC55,486$3.90M1.1%+1.2%0.004%
1/21/2025Petix & Botte Co115,344$8.11M2.1%+190.0%0.007%
1/21/2025SWP Financial LLC32,901$2.31M1.4%-76.9%0.002%
1/21/2025Requisite Capital Management LLC4,162$293K0.1%N/A0.000%
1/21/2025Regatta Capital Group LLC7,311$514K0.1%-2.7%0.000%
1/21/2025Clarendon Private LLC12,006$844K0.9%N/A0.001%
1/21/2025Rockwood Wealth Management LLC17,121$1.20M0.1%-9.6%0.001%
1/21/2025KFG Wealth Management LLC12,439$874K0.2%+2.5%0.001%
1/21/2025Team Hewins LLC4,467$314K0.1%N/A0.000%
1/21/2025First Citizens Bank & Trust Co.8,275,944$581.63M9.0%+16.8%0.527%
1/21/2025Archford Capital Strategies LLC324,963$22.84M3.5%-0.7%0.021%
1/21/2025Investment Research & Advisory Group Inc.2,897$204K0.1%N/A0.000%
1/21/2025Affiance Financial LLC236,401$16.61M4.0%+1.4%0.015%
1/21/2025Patton Albertson Miller Group LLC44,512$3.13M0.4%+0.4%0.003%
1/21/2025Merkkuri Wealth Advisors LLC56,767$3.99M3.2%-28.2%0.004%
1/21/2025Flagship Harbor Advisors LLC33,272$2.34M0.1%+28.9%0.002%
1/21/2025Insight Inv LLC7,937$558K0.4%N/A0.001%
1/21/2025B.O.S.S. Retirement Advisors LLC6,750$474K0.1%N/A0.000%
1/21/2025CFS Investment Advisory Services LLC70,178$4.93M0.4%+4.0%0.004%
1/21/2025GSB Wealth Management LLC5,367$377K0.1%-44.4%0.000%
1/21/2025Grimes & Company Inc.509,777$35.83M1.0%-86.7%0.032%
1/21/2025Cyndeo Wealth Partners LLC24,602$1.73M0.1%+8.1%0.002%
1/21/2025Geneos Wealth Management Inc.224,960$15.81M0.6%+0.4%0.014%
1/21/2025Dynamic Advisor Solutions LLC318,806$22.41M1.0%-13.3%0.020%
1/21/2025Fifth Third Bancorp2,456,834$172.67M0.6%-3.6%0.156%
1/21/2025Goelzer Investment Management Inc.9,534$670K0.0%+265.6%0.001%
1/21/2025Curated Wealth Partners LLC16,160$1.14M0.1%N/A0.001%
1/21/2025Liquid Strategies LLC174,340$12.25M2.5%-12.3%0.011%
1/21/2025CX Institutional1,921,231$135.02M5.4%+670.8%0.122%
1/21/2025Rodgers & Associates LTD94,295$6.63M0.8%+2.9%0.006%
1/21/2025Patriot Investment Management Group Inc.110,792$7.79M0.6%-1.3%0.007%
1/21/2025LexAurum Advisors LLC4,260$299K0.1%N/A0.000%
1/21/2025RFG Advisory LLC13,077$919K0.0%-32.6%0.001%
1/21/2025Neumann Capital Management LLC292,989$20.59M6.8%+5.4%0.019%
1/21/2025Motive Wealth Advisors151,826$10.67M5.7%-1.5%0.010%
1/21/2025MFA Wealth Services13,478$947K0.8%N/A0.001%
1/21/2025McGlone Suttner Wealth Management Inc.13,707$963K0.2%-9.3%0.001%
1/21/2025Wells Trecaso Financial Group LLC113,722$7.99M2.6%+1.4%0.007%
1/21/2025Cornerstone Wealth Management LLC16,440$1.16M0.1%+24.5%0.001%
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1/21/2025Brighton Jones LLC44,040$3.10M0.1%-2.2%0.003%
1/21/2025Lincoln Capital Corp206,815$14.54M6.0%+1.0%0.013%
1/21/2025Hengehold Capital Management LLC7,588$533K0.1%-4.6%0.000%
1/21/2025Montecito Bank & Trust125,080$8.79M1.5%+7.4%0.008%
1/17/2025 Cerro Pacific Wealth Advisors LLC3,094$241K0.1%N/A0.000%
1/17/2025 New Century Financial Group LLC24,604$1.73M0.7%-8.1%0.002%
1/17/2025 Apeiron RIA LLC36,232$2.55M0.7%+4.2%0.002%
1/17/2025 Veracity Capital LLC22,442$1.58M0.6%+2.1%0.001%
1/17/2025 Secure Asset Management LLC4,259$299K0.0%-25.2%0.000%
1/17/2025 Arkansas Financial Group Inc.26,567$1.87M0.3%+13.2%0.002%
1/17/2025 Galvin Gaustad & Stein LLC471,680$33.15M3.0%-8.1%0.030%
1/17/2025 Edge Financial Advisors LLC31,305$2.20M2.0%+1.7%0.002%
1/17/2025 Goldstein Advisors LLC15,801$1.11M0.2%-1.0%0.001%
1/17/2025 Baron Silver Stevens Financial Advisors LLC72,268$5.08M0.9%+5.2%0.005%
1/17/2025 Avior Wealth Management LLC50,245$3.53M0.1%-1.8%0.003%
1/17/2025 Mutual Advisors LLC37,422$2.66M0.1%-48.8%0.002%
1/17/2025 Olistico Wealth LLC4,170$293K0.2%-22.0%0.000%
1/17/2025 Traynor Capital Management Inc.14,952$1.05M0.1%+344.3%0.001%
1/17/2025 Hudson Capital Management LLC271,756$19.10M5.9%-2.5%0.017%
1/17/2025 Janney Montgomery Scott LLC1,230,491$86.48M0.2%N/A0.078%
1/17/2025 Bartlett & CO. Wealth Management LLC1,276,184$89.69M1.3%+1.8%0.081%
1/17/2025 GoalVest Advisory LLC34,229$2.41M0.7%+7.1%0.002%
1/17/2025 Sharp Financial Services LLC70,779$4.97M3.8%+8.1%0.005%
1/17/2025 Phillips Wealth Planners LLC6,036$421K0.4%+14.5%0.000%
1/17/2025 Westside Investment Management Inc.113,472$7.98M1.7%-1.5%0.007%
1/17/2025 Park Place Capital Corp146,801$10.32M2.9%-12.8%0.009%
1/17/2025 Janney Capital Management LLC907,672$63.79M4.2%N/A0.058%
1/17/2025 Magnus Financial Group LLC26,168$1.84M0.2%-24.5%0.002%
1/17/2025 Daymark Wealth Partners LLC14,153$995K0.0%-4.1%0.001%
1/17/2025 Investment Advisory Group LLC28,502$2.00M0.7%-2.6%0.002%
1/17/2025 Finley Financial LLC13,010$919K0.5%N/A0.001%
1/17/2025 Global Trust Asset Management LLC52,931$3.72M1.4%-3.1%0.003%
1/17/2025 Advisory Alpha LLC4,094$288K0.0%N/A0.000%
1/17/2025 NorthLanding Financial Partners LLC251,858$17.70M17.9%+5.1%0.016%
1/17/2025 Dakota Wealth Management4,718$332K0.0%-6.0%0.000%
1/17/2025 XML Financial LLC3,604$253K0.0%+7.9%0.000%
1/17/2025 Nisa Investment Advisors LLC422,350$29.68M0.1%+603.9%0.027%
1/17/2025 Simon Quick Advisors LLC109,614$7.70M0.5%-6.1%0.007%
1/17/2025 Sheets Smith Wealth Management3,304$232K0.0%N/A0.000%
1/17/2025 MCF Advisors LLC440,052$30.93M2.2%-4.5%0.028%
1/17/2025 Proquility Private Wealth Partners LLC241,183$16.95M5.5%+4.2%0.015%
1/17/2025 Olympus Wealth Management LLC805,772$56.63M20.6%+1.3%0.051%
1/17/2025 Tide Cove Capital Partners LLC64,437$4.53M3.2%N/A0.004%
1/17/2025 Verum Partners LLC9,723$683K0.2%-2.6%0.001%
1/17/2025 Octavia Wealth Advisors LLC202,105$14.20M1.7%+11.1%0.013%
1/17/2025 Enclave Advisors LLC75,145$5.28M0.9%+49.2%0.005%
1/17/2025 Planned Solutions Inc.88,824$6.24M2.5%+1.8%0.006%
1/17/2025 Atomi Financial Group Inc.41,268$2.90M0.1%+54.7%0.003%
1/17/2025 Camelot Technology Advisors Inc.86,443$6.08M5.5%+1.7%0.006%
1/17/2025 Tarbox Family Office Inc.382,879$26.91M4.4%+0.5%0.024%
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1/17/2025 Courage Miller Partners LLC19,582$1.38M0.5%+1.4%0.001%
1/17/2025 ADE LLC57,204$4.02M2.5%+3.1%0.004%
1/17/2025 Segment Wealth Management LLC62,215$4.37M0.3%-3.6%0.004%
1/16/2025 First United Bank & Trust48,654$3.42M1.2%-1.3%0.003%
1/16/2025 Charles Schwab Trust Co98,551$6.93M0.6%+1.7%0.006%
1/16/2025 Aspiriant LLC596,334$41.91M1.5%+7.7%0.038%
1/16/2025 Sugar Maple Asset Management LLC1,411$99K0.1%N/A0.000%
1/16/2025 Ballentine Partners LLC5,966,887$419.35M7.2%+0.1%0.380%
1/16/2025 Atwood & Palmer Inc.663$47K0.0%-68.1%0.000%
1/16/2025 Martel Wealth Advisors Inc284,071$19.97M3.9%-0.1%0.018%
(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, 1,997 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 1,784 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 386,862,429 shares in the last 24 months. This purchase volume represents approximately $26.23B 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), PNC Financial Services Group Inc. ($4.92M), Northwestern Mutual Investment Management Company LLC ($4.54M), TIAA Trust National Association ($4.09M), Sei Investments Co. ($4.09M), and TIAA FSB ($3.54M).

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

Institutional investors have sold a total of 189,700,710 shares in the last 24 months. This volume of shares sold represents approximately $12.84B in transactions.



This page (BATS:IEFA) was last updated on 1/22/2025 by MarketBeat.com Staff
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