IEFA
iShares Core MSCI EAFE ETF
1W: +0.4%
1M: +2.2%
3M: -0.6%
YTD: +7.7%
1Y: +22.8%
3Y: +58.0%
5Y: +51.4%
$97.22
-0.08 (-0.08%)
Weekly Expected Move ±2.8%
$90
$93
$95
$98
$101
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IEFA
2,505
Institutional Holders
+82 vs prior quarter
0.0%
Ownership
+0.00pp
126B
Total Invested
190
New Positions
1020
Increased
959
Reduced
247
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2646 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 203,094,934 | 19.7B | -24,667,309 | -10.8% | 13Q | SEC ↗ |
| 2 | JONES FINANCIAL COMPANIES LLLP | 108,462,596 | 10.5B | +7,829,374 | +7.8% | 13Q | SEC ↗ |
| 3 | MORGAN STANLEY | 104,883,248 | 10.2B | +4,892,313 | +4.9% | 12Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 79,118,875 | 7.7B | +2,898,461 | +3.8% | 12Q | SEC ↗ |
| 5 | UBS Group AG | 69,333,011 | 6.7B | +47,841,826 | +222.6% | 13Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 50,861,594 | 4.9B | +15,977,100 | +45.8% | 13Q | SEC ↗ |
| 7 | LPL Financial LLC | 46,029,515 | 4.5B | +5,240,582 | +12.8% | 13Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 44,654,401 | 4.3B | +1,509,679 | +3.5% | 6Q | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 38,117,521 | 3.7B | +2,957,022 | +8.4% | 13Q | SEC ↗ |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 36,342,282 | 3.5B | +1,201,158 | +3.4% | 13Q | SEC ↗ |
| 11 | US BANCORP \DE | 35,665,870 | 3.5B | +546,747 | +1.6% | 13Q | SEC ↗ |
| 12 | BlackRock, Inc. | 34,138,004 | 3.3B | +2,621,084 | +8.3% | 7Q | SEC ↗ |
| 13 | FMR LLC | 28,383,955 | 2.8B | +2,189,787 | +8.4% | 13Q | SEC ↗ |
| 14 | TIAA Wealth Investment Management LLC NEW | 25,333,750 | 2.5B | — | +0.0% | 1Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 21,168,840 | 2.1B | -23,488,421 | -52.6% | 13Q | SEC ↗ |
| 16 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S NEW | 19,326,473 | 1.9B | — | +0.0% | 1Q | SEC ↗ |
| 17 | TRUIST FINANCIAL CORP | 19,125,357 | 1.9B | +1,568,174 | +8.9% | 13Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 18,959,497 | 1.8B | +782,333 | +4.3% | 13Q | SEC ↗ |
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | 16,811,167 | 1.6B | +68,617 | +0.4% | 13Q | SEC ↗ |
| 20 | BANK OF MONTREAL /CAN | 16,514,199 | 1.6B | +4,018,275 | +32.2% | 13Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 15,413,138 | 1.5B | +1,963,442 | +14.6% | 13Q | SEC ↗ |
| 22 | M&T Bank Corp | 13,195,103 | 1.3B | -536,079 | -3.9% | 13Q | SEC ↗ |
| 23 | STIFEL FINANCIAL CORP | 11,481,025 | 1.1B | +365,699 | +3.3% | 13Q | SEC ↗ |
| 24 | Cetera Investment Advisers | 11,479,180 | 1.1B | +720,499 | +6.7% | 13Q | SEC ↗ |
| 25 | Cerity Partners LLC | 11,358,893 | 1.1B | +142,850 | +1.3% | 13Q | SEC ↗ |
| 26 | UBS AM, a distinct business unit of UB | 10,245,000 | $996M | +7,352,223 | +254.2% | 2Q | SEC ↗ |
| 27 | KEYBANK NATIONAL ASSOCIATION/OH | 10,187,432 | $990M | +822,623 | +8.8% | 13Q | SEC ↗ |
| 28 | Mariner, LLC | 9,746,939 | $948M | +20,179 | +0.2% | 13Q | SEC ↗ |
| 29 | Betterment LLC | 9,262,506 | $901M | -346,397 | -3.6% | 13Q | SEC ↗ |
| 30 | ROYAL BANK OF CANADA | 8,847,558 | $860M | +28,030 | +0.3% | 13Q | SEC ↗ |
| 31 | ASSETMARK, INC | 8,778,321 | $853M | +413,330 | +4.9% | 13Q | SEC ↗ |
| 32 | Ballentine Partners, LLC | 6,663,055 | $648M | +267,559 | +4.2% | 13Q | SEC ↗ |
| 33 | ALLIANCEBERNSTEIN L.P. | 6,448,530 | $627M | -122,971 | -1.9% | 12Q | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 6,173,951 | $600M | +305,071 | +5.2% | 13Q | SEC ↗ |
| 35 | Dynasty Wealth Management, LLC | 5,936,800 | $577M | +754,249 | +14.6% | 9Q | SEC ↗ |
| 36 | HighTower Advisors, LLC | 5,692,802 | $553M | +229,435 | +4.2% | 13Q | SEC ↗ |
| 37 | Cresset Asset Management, LLC | 5,580,305 | $543M | +159,858 | +2.9% | 13Q | SEC ↗ |
| 38 | FIFTH THIRD BANCORP | 5,380,318 | $523M | +1,821,551 | +51.2% | 13Q | SEC ↗ |
| 39 | PRUDENTIAL FINANCIAL INC | 5,317,741 | $517M | +2,907,067 | +120.6% | 13Q | SEC ↗ |
| 40 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5,062,078 | $492M | +93,408 | +1.9% | 13Q | SEC ↗ |
| 41 | FRANKLIN RESOURCES INC | 5,045,664 | $491M | +732,007 | +17.0% | 13Q | SEC ↗ |
| 42 | FLPUTNAM INVESTMENT MANAGEMENT CO | 5,018,186 | $488M | -228,796 | -4.4% | 13Q | SEC ↗ |
| 43 | Pure Financial Advisors, LLC | 4,678,255 | $455M | +81,799 | +1.8% | 13Q | SEC ↗ |
| 44 | Mill Creek Capital Advisors, LLC | 4,635,334 | $451M | +231,507 | +5.3% | 13Q | SEC ↗ |
| 45 | Fiduciary Trust Co | 4,574,736 | $445M | +40,861 | +0.9% | 13Q | SEC ↗ |
| 46 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 4,460,584 | $434M | +276,466 | +6.6% | 2Q | SEC ↗ |
| 47 | BROWN BROTHERS HARRIMAN & CO | 4,269,609 | $415M | +1,307,991 | +44.2% | 13Q | SEC ↗ |
| 48 | MML INVESTORS SERVICES, LLC | 4,020,374 | $391M | -87,498 | -2.1% | 13Q | SEC ↗ |
| 49 | MERCER GLOBAL ADVISORS INC /ADV | 3,982,084 | $387M | -238,089 | -5.6% | 12Q | SEC ↗ |
| 50 | Hirtle & Co., LLC | 3,942,504 | $383M | +154,999 | +4.1% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TIAA Wealth Investment Management L | 25,333,750 | 2.5B |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 19,326,473 | 1.9B |
| Legacy Edge Advisors, LLC | 966,892 | $94M |
| Planning Project LLC | 791,868 | $77M |
| ISTHMUS PARTNERS, LLC | 510,828 | $50M |
| KINTRA WEALTH, LLC | 460,349 | $45M |
| Purpose Unlimited Inc. | 349,958 | $34M |
| Conrad N. Hilton Foundation | 320,986 | $31M |
| Select Equity Group, L.P. | 270,412 | $26M |
| CIBC Bancorp USA Inc. | 218,850 | $21M |
| Summit Rock Advisors, LP | 176,440 | $17M |
| GLENMEDE TRUST CO NA | 175,016 | $17M |
| MATRIX PRIVATE CAPITAL GROUP LLC | 173,116 | $17M |
| P/E Global LLC | 165,407 | $16M |
| ASHTON THOMAS SECURITIES, LLC | 144,696 | $14M |
| MidFirst Bank | 131,371 | $13M |
| Field & Main Bank | 122,869 | $12M |
| FIRST NATIONAL BANK OF OMAHA | 115,155 | $11M |
| NOVARE CAPITAL MANAGEMENT LLC | 92,181 | $9M |
| Madrid Financial Services | 87,352 | $8M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MACQUARIE GROUP LTD | 3,367,504 | $327M |
| NewEdge Advisors, LLC | 1,277,254 | $124M |
| STATE FARM MUTUAL AUTOMOBILE INSURA | 886,889 | $86M |
| CITADEL ADVISORS LLC | 606,052 | $59M |
| Chan Zuckerberg Initiative, LLC | 464,927 | $45M |
| Financial Advocates Investment Mana | 299,399 | $29M |
| IFG Advisory, LLC | 277,067 | $27M |
| Waycross Investment Management Co | 124,676 | $12M |
| Qube Research & Technologies Ltd | 99,620 | $10M |
| AVALON CAPITAL MANAGEMENT | 75,985 | $7M |
| ABC ARBITRAGE SA | 59,577 | $6M |
| Eldridge Investment Advisors, Inc. | 59,098 | $6M |
| MEEDER ASSET MANAGEMENT INC | 58,023 | $6M |
| Quadrature Capital Ltd | 52,360 | $5M |
| BRIGHTON JONES LLC | 50,530 | $5M |
| Tradewinds, LLC. | 49,663 | $5M |
| Arcus Capital Partners, LLC | 29,584 | $3M |
| McElhenny Sheffield Capital Managem | 28,000 | $3M |
| XTX Topco Ltd | 27,005 | $3M |
| TT Capital Management LLC | 24,242 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +47,841,826 | +222.6% | 69,333,011 |
| ENVESTNET ASSET MANAGEMENT INC | +15,977,100 | +45.8% | 50,861,594 |
| JONES FINANCIAL COMPANIES LLLP | +7,829,374 | +7.8% | 108,462,596 |
| UBS AM, a distinct business unit of | +7,352,223 | +254.2% | 10,245,000 |
| LPL Financial LLC | +5,240,582 | +12.8% | 46,029,515 |
| MORGAN STANLEY | +4,892,313 | +4.9% | 104,883,248 |
| BANK OF MONTREAL /CAN | +4,018,275 | +32.2% | 16,514,199 |
| JANE STREET GROUP, LLC | +3,131,435 | +54384.1% | 3,137,193 |
| Bank of New York Mellon Corp | +2,957,022 | +8.4% | 38,117,521 |
| PRUDENTIAL FINANCIAL INC | +2,907,067 | +120.6% | 5,317,741 |
| WELLS FARGO & COMPANY/MN | +2,898,461 | +3.8% | 79,118,875 |
| BlackRock, Inc. | +2,621,084 | +8.3% | 34,138,004 |
| FMR LLC | +2,189,787 | +8.4% | 28,383,955 |
| AMERIPRISE FINANCIAL INC | +1,963,442 | +14.6% | 15,413,138 |
| FIFTH THIRD BANCORP | +1,821,551 | +51.2% | 5,380,318 |
| TRUIST FINANCIAL CORP | +1,568,174 | +8.9% | 19,125,357 |
| RAYMOND JAMES FINANCIAL INC | +1,509,679 | +3.5% | 44,654,401 |
| BROWN BROTHERS HARRIMAN & CO | +1,307,991 | +44.2% | 4,269,609 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +1,201,158 | +3.4% | 36,342,282 |
| NEOS Investment Management LLC | +1,133,088 | +225.0% | 1,636,608 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | -45,088,881 | -96.7% | 1,544,708 |
| BANK OF AMERICA CORP /DE | -24,667,309 | -10.8% | 203,094,934 |
| GOLDMAN SACHS GROUP INC | -23,488,421 | -52.6% | 21,168,840 |
| Envestnet Portfolio Solutions, Inc. | -6,020,726 | -67.6% | 2,883,498 |
| Corient Private Wealth LLC | -3,168,771 | -48.6% | 3,345,713 |
| Rockefeller Capital Management L.P. | -2,364,308 | -45.1% | 2,876,994 |
| AXXCESS WEALTH MANAGEMENT, LLC | -1,892,827 | -89.1% | 231,432 |
| MISSION WEALTH MANAGEMENT, LP | -1,738,032 | -53.0% | 1,539,531 |
| Capital Analysts, LLC | -1,211,299 | -47.8% | 1,322,097 |
| NOMURA ASSET MANAGEMENT INTERNATION | -1,105,166 | -27.9% | 2,852,637 |
| HSBC HOLDINGS PLC | -1,074,052 | -49.0% | 1,118,468 |
| Allspring Global Investments Holdin | -1,017,834 | -22.6% | 3,492,404 |
| WELLINGTON MANAGEMENT GROUP LLP | -909,431 | -48.5% | 965,630 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | -672,109 | -43.2% | 882,539 |
| Center for Financial Planning, Inc. | -665,176 | -60.4% | 435,634 |
| World Investment Advisors | -619,807 | -63.0% | 363,471 |
| Lido Advisors, LLC | -593,700 | -30.8% | 1,333,556 |
| Fairway Wealth LLC | -570,306 | -73.3% | 207,489 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -546,220 | -21.7% | 1,973,972 |
| M&T Bank Corp | -536,079 | -3.9% | 13,195,103 |