IEFA · iShares Core MSCI EAFE ETF ETF
$101.08
+0.13 (+0.13%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 14
Total Value: $435,726,070
Total Shares: 4,511,556
Institutional Ownership Trend
17 quarters
Holder Concentration
Across 14 13F filers · Δ vs Mar 31, 2026Top Holder
74.9%
−23.7 pts
Top 5
98.6%
−1.1 pts
Top 10
99.7%
−0.3 pts
HHI
6,019
Highly concentrated−3,700
Quarterly Activity
vs Mar 31, 2026
New
10
Increased
3
Decreased
0
Sold Out
7
Unchanged
1
Holder count:
+3
Institutional value:
-65.5%
Shares held:
-67.7%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | +5,046 | 14,225 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group | +2,057 | 14,859 | |
| Small TUCKER ASSET MANAGEMENT LLC | +41 | 1,232 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 3,377,165 | $326,166,594 | |
| Small Planning Project LLC | 914,240 | $88,297,299 | |
| Mid Parkside Financial Bank & Trust | 73,142 | $7,064,053 | |
| Mega CITADEL ADVISORS LLC | 48,537 | $4,687,703 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. | 36,735 | $3,547,866 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 13,770,874 | $1,246,677,217 | |
| Small BOSTON RESEARCH & MANAGEMENT INC | 69,552 | $6,296,542 | |
| Small Allie Family Office LLC | 57,931 | $5,244,493 | |
| Micro Layline Advisors, LLC | 19,793 | $1,791,860 | |
| Small Reflection Asset Management | 15,653 | $1,417,066 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IEFA | $326,166,594 | 74.86% | 3,377,165 | Shares | 2026-08-27 | |
| Small Planning Project LLC IEFA | $88,297,299 | 20.26% | 914,240 | Shares | 2026-09-01 | |
| Mid Parkside Financial Bank & Trust Bank IEFA | $7,064,053 | 1.62% | 73,142 | Shares | 2026-09-04 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. IEFA | $3,547,866 | 0.81% | 36,735 | Shares | 2026-08-25 | |
| Mega CITADEL ADVISORS LLC IEFA | $2,331,151 | 0.54% | 24,137 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IEFA | $1,892,968 | 0.43% | 19,600 | Call | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group IEFA | $1,435,082 | 0.33% | 14,859 | Shares | 2026-09-02 | |
| Small Range Advisory, LLC IEFA | $1,373,850 | 0.32% | 14,225 | Shares | 2026-09-02 | |
| Mid Strategic Financial Services, Inc. IEFA | $978,451 | 0.22% | 10,131 | Shares | 2026-08-24 | |
| Mega CITADEL ADVISORS LLC IEFA | $463,584 | 0.11% | 4,800 | Put | 2026-09-02 | |
| Small Wellington Grp LLC IEFA | $459,720 | 0.11% | 4,760 | Shares | 2026-08-26 | |
| Small BROWN, LISLE/CUMMINGS, INC. IEFA | $455,278 | 0.10% | 4,714 | Shares | 2026-09-02 | |
| Mid ANCHOR CAPITAL ADVISORS LLC IEFA | $407,374 | 0.09% | 4,218 | Shares | 2026-09-03 | |
| Small Cornerstone Financial Management LLC IEFA | $402,545 | 0.09% | 4,168 | Shares | 2026-08-28 | |
| Small HORAN Wealth, LLC IEFA | $331,269 | 0.08% | 3,430 | Shares | 2026-08-26 | |
| Small TUCKER ASSET MANAGEMENT LLC IEFA | $118,986 | 0.03% | 1,232 | Shares | 2026-08-27 |