$97.01

+1.06 (+1.10%)

Weekly Expected Move ±1.9%

$93 $95 $97 $99 $101

ETF CBOE · AUM $183.4B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — IEFA

2,542

Institutional Holders

+38 vs prior quarter

0.0%

Ownership

+0.00pp

161B

Total Invested

165

New Positions

1226

Increased

850

Reduced

Closed

1.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (2646 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	BANK OF AMERICA CORP /DE	204,783,528	19.9B	+1,688,594	+0.8%	15Q	SEC ↗
2	JONES FINANCIAL COMPANIES LLLP	113,501,860	11.0B	+5,039,264	+4.6%	26Q	SEC ↗
3	MORGAN STANLEY	106,642,553	10.3B	+1,485,012	+1.4%	55Q	SEC ↗
4	WELLS FARGO & COMPANY/MN	90,734,083	8.8B	+5,551,738	+6.5%	54Q	SEC ↗
5	UBS Group AG	69,612,813	6.8B	+279,802	+0.4%	47Q	SEC ↗
6	ENVESTNET ASSET MANAGEMENT INC	49,145,813	4.8B	-1,715,781	-3.4%	53Q	SEC ↗
7	LPL Financial LLC	47,763,542	4.6B	+1,734,027	+3.8%	39Q	SEC ↗
8	RAYMOND JAMES FINANCIAL INC	46,049,336	4.5B	+1,394,935	+3.1%	7Q	SEC ↗
9	Bank of New York Mellon Corp	38,647,342	3.7B	+529,821	+1.4%	45Q	SEC ↗
10	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	37,299,272	3.6B	+956,990	+2.6%	46Q	SEC ↗
11	US BANCORP \DE	35,990,373	3.5B	+324,503	+0.9%	49Q	SEC ↗
12	BlackRock, Inc.	34,237,509	3.3B	+99,505	+0.3%	8Q	SEC ↗
13	FMR LLC	29,875,730	2.9B	+1,491,775	+5.3%	38Q	SEC ↗
14	TIAA Wealth Investment Management LLC	27,083,395	2.6B	+1,749,645	+6.9%	2Q	SEC ↗
15	GOLDMAN SACHS GROUP INC	20,668,695	2.0B	-500,145	-2.4%	15Q	SEC ↗
16	TIAA-CREF INDIVIDUAL & INSTITUTIONAL S	19,810,756	1.9B	+484,283	+2.5%	2Q	SEC ↗
17	JPMORGAN CHASE & CO	19,301,863	1.9B	+342,366	+1.8%	50Q	SEC ↗
18	PNC Financial Services Group, Inc.	16,979,459	1.6B	+168,292	+1.0%	15Q	SEC ↗
19	TRUIST FINANCIAL CORP	16,097,270	1.6B	-3,028,087	-15.8%	32Q	SEC ↗
20	AMERIPRISE FINANCIAL INC	15,014,350	1.5B	-398,788	-2.6%	16Q	SEC ↗
21	M&T Bank Corp	14,058,378	1.4B	+287,504	+2.1%	20Q	SEC ↗
22	BANK OF MONTREAL /CAN	12,139,091	1.2B	-4,375,108	-26.5%	51Q	SEC ↗
23	Cerity Partners LLC	11,603,700	1.1B	+244,807	+2.2%	27Q	SEC ↗
24	Cetera Investment Advisers	11,556,893	1.1B	+77,713	+0.7%	43Q	SEC ↗
25	BROWN BROTHERS HARRIMAN & CO	10,822,791	1.0B	+6,553,182	+153.5%	15Q	SEC ↗
26	STIFEL FINANCIAL CORP	10,588,773	1.0B	-892,252	-7.8%	49Q	SEC ↗
27	KEYBANK NATIONAL ASSOCIATION/OH	10,377,291	1.0B	+189,859	+1.9%	48Q	SEC ↗
28	Mariner, LLC	10,178,869	987M	+431,930	+4.4%	47Q	SEC ↗
29	ASSETMARK, INC	9,554,572	927M	+776,251	+8.8%	51Q	SEC ↗
30	ROYAL BANK OF CANADA	9,263,997	899M	+416,439	+4.7%	54Q	SEC ↗
31	Betterment LLC	8,955,018	869M	-307,488	-3.3%	47Q	SEC ↗
32	UBS AM, a distinct business unit of UB	8,835,463	857M	-1,409,537	-13.8%	3Q	SEC ↗
33	FIFTH THIRD BANCORP	7,515,350	729M	+2,135,032	+39.7%	26Q	SEC ↗
34	ALLIANCEBERNSTEIN L.P.	6,923,111	672M	+326,268	+4.9%	47Q	SEC ↗
35	Ballentine Partners, LLC	6,772,847	657M	+109,792	+1.6%	52Q	SEC ↗
36	PRUDENTIAL FINANCIAL INC	6,473,398	628M	+1,155,657	+21.7%	33Q	SEC ↗
37	Baird Financial Group, Inc.	6,442,419	625M	+268,468	+4.3%	45Q	SEC ↗
38	Dynasty Wealth Management, LLC	6,325,648	614M	+388,848	+6.5%	10Q	SEC ↗
39	HighTower Advisors, LLC	6,144,370	596M	+451,568	+7.9%	50Q	SEC ↗
40	Cresset Asset Management, LLC	5,786,155	561M	+205,850	+3.7%	31Q	SEC ↗
41	FRANKLIN RESOURCES INC	5,687,902	552M	+642,238	+12.7%	22Q	SEC ↗
42	Pathstone Holdings, LLC	5,376,316	522M	+4,829,588	+883.4%	11Q	SEC ↗
43	UNITED CAPITAL FINANCIAL ADVISORS, LLC	5,029,440	488M	-32,638	-0.6%	34Q	SEC ↗
44	Pure Financial Advisors, LLC	4,856,323	471M	+178,068	+3.8%	42Q	SEC ↗
45	FLPUTNAM INVESTMENT MANAGEMENT CO	4,815,001	467M	-203,185	-4.0%	36Q	SEC ↗
46	Mill Creek Capital Advisors, LLC	4,635,334	450M	+231,507	+5.3%	14Q	SEC ↗
47	MML INVESTORS SERVICES, LLC	4,635,301	450M	+614,927	+15.3%	37Q	SEC ↗
48	Fiduciary Trust Co	4,567,544	443M	-7,192	-0.2%	16Q	SEC ↗
49	MERCER GLOBAL ADVISORS INC /ADV	4,450,490	432M	-187,648	-4.0%	30Q	SEC ↗
50	VANTAGEPOINT INVESTMENT ADVISERS LLC	4,169,800	405M	-62,659	-1.5%	4Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
SCHRODER INVESTMENT MANAGEMENT GROU	2,250,640	218M
Sixth Street Partners Management Co	1,224,963	119M
Planning Project LLC	914,240	89M
FLOW TRADERS U.S. LLC	886,469	86M
Bluespring Wealth Management, LLC	784,267	76M
CAPE COD FIVE CENTS SAVINGS BANK	638,057	62M
Global Retirement Partners, LLC	419,080	41M
Northwest & Ethical Investments L.P	284,870	28M
IFG Advisory, LLC	267,138	26M
CIBC Asset Management Inc	208,553	20M
ALONGSIDE, LLC	201,170	20M
STATE BOARD OF ADMINISTRATION OF FL	143,150	14M
Envision Financial Transparency, LL	125,975	12M
Larry Mathis Financial Planning, LL	124,293	12M
PRAIRIE ADVISORY, LLC	96,528	9M
TWO SIGMA SECURITIES, LLC	72,854	7M
Schuylkill Financial LLC	70,482	7M
RiverGlades Family Offices LLC	66,679	6M
Parkwoods Wealth Partners, LLC	59,294	6M
West Family Investments, Inc.	58,233	6M

Sold Out (20)

Holder	Prev Shares	Prev Value
STATE FARM MUTUAL AUTOMOBILE INSURA	886,889	86M
Chan Zuckerberg Initiative, LLC	464,927	45M
Neumann Capital Management, LLC	297,483	29M
Select Equity Group, L.P.	270,412	26M
ASHTON THOMAS SECURITIES, LLC	144,696	14M
Qube Research & Technologies Ltd	99,620	10M
ABC ARBITRAGE SA	59,577	6M
Quadrature Capital Ltd	52,360	5M
SkyView Investment Advisors, LLC	49,185	5M
F/m Investments LLC	36,197	4M
Ascentis Independent Advisors	31,942	3M
Richmond Investment Services, LLC	30,216	3M
IFS Group,LLC	29,649	3M
Arcus Capital Partners, LLC	29,584	3M
EVOKE WEALTH, LLC	29,353	3M
Y-Intercept (Hong Kong) Ltd	23,252	2M
Pictet North America Advisors SA	21,426	2M
Blueprint Investment Partners LLC	19,578	2M
IMC-Chicago, LLC	19,173	2M
SEGALL BRYANT & HAMILL, LLC	17,238	2M

Biggest Increases (20)

Holder	Added	Change %	Total Shares
BROWN BROTHERS HARRIMAN & CO	+6,553,182	+153.5%	10,822,791
WELLS FARGO & COMPANY/MN	+5,551,738	+6.5%	90,734,083
JONES FINANCIAL COMPANIES LLLP	+5,039,264	+4.6%	113,501,860
Pathstone Holdings, LLC	+4,829,588	+883.4%	5,376,316
FIFTH THIRD BANCORP	+2,135,032	+39.7%	7,515,350
Prime Capital Investment Advisors,	+2,133,219	+334.5%	2,770,947
TIAA Wealth Investment Management L	+1,749,645	+6.9%	27,083,395
LPL Financial LLC	+1,734,027	+3.8%	47,763,542
BANK OF AMERICA CORP /DE	+1,688,594	+0.8%	204,783,528
FMR LLC	+1,491,775	+5.3%	29,875,730
MORGAN STANLEY	+1,485,012	+1.4%	106,642,553
RAYMOND JAMES FINANCIAL INC	+1,394,935	+3.1%	46,049,336
PRUDENTIAL FINANCIAL INC	+1,155,657	+21.7%	6,473,398
WELLINGTON MANAGEMENT GROUP LLP	+1,111,711	+115.1%	2,077,341
JANE STREET GROUP, LLC	+1,003,312	+32.0%	4,140,505
NORTHWESTERN MUTUAL WEALTH MANAGEME	+956,990	+2.6%	37,299,272
ASSETMARK, INC	+776,251	+8.8%	9,554,572
FRANKLIN RESOURCES INC	+642,238	+12.7%	5,687,902
MML INVESTORS SERVICES, LLC	+614,927	+15.3%	4,635,301
UNC Management Company, Inc.	+566,485	+38.5%	2,037,480

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
BANK OF MONTREAL /CAN	-4,375,108	-26.5%	12,139,091
TRUIST FINANCIAL CORP	-3,028,087	-15.8%	16,097,270
ENVESTNET ASSET MANAGEMENT INC	-1,715,781	-3.4%	49,145,813
Nationwide Fund Advisors	-1,601,082	-66.4%	811,888
49 WEALTH MANAGEMENT, LLC	-1,589,196	-88.8%	201,170
UBS AM, a distinct business unit of	-1,409,537	-13.8%	8,835,463
Steward Partners Investment Advisor	-1,398,866	-48.3%	1,496,403
Dixon Mitchell Investment Counsel I	-1,363,807	-55.1%	1,112,546
STIFEL FINANCIAL CORP	-892,252	-7.8%	10,588,773
VICTORY CAPITAL MANAGEMENT INC	-770,853	-89.3%	92,389
Independent Advisor Alliance	-724,652	-95.4%	35,169
1832 Asset Management L.P.	-696,532	-59.2%	480,723
NOMURA ASSET MANAGEMENT INTERNATION	-689,145	-24.2%	2,163,492
CHARLES SCHWAB INVESTMENT MANAGEMEN	-548,005	-30.9%	1,224,963
Investure, LLC	-507,361	-20.6%	1,956,850
GOLDMAN SACHS GROUP INC	-500,145	-2.4%	20,668,695
Venturi Wealth Management, LLC	-434,251	-35.5%	789,088
Parcion Private Wealth LLC	-429,731	-24.4%	1,333,656
CI INVESTMENTS INC.	-427,585	-48.4%	455,855
AMERIPRISE FINANCIAL INC	-398,788	-2.6%	15,014,350

IEFA Institutional Ownership

Institutional Ownership — IEFA

Ownership Trends

Top Institutional Holders (2646 total)

Recent Activity

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