ISHARES CORE MSCI EAFE ETF (IEFA) Institutional Ownership Changes & 13F Activity

ISHARES CORE MSCI EAFE ETF (IEFA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Matrix Private Capital Group, Renaissance Technologies LLC, Causeway Capital Management, and Mairs & Power Growth Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsBuy10,523180,621$16,351,610
Q1 2026Matrix Private Capital GroupBuy7,420173,116$15,672,190
Q4 2025Sequoia Financial AdvisorsBuy38,867170,098$15,216,973
Q4 2025Matrix Private Capital GroupBuy8,658165,696$14,823,163
Q3 2025Sequoia Financial AdvisorsSell-10,926131,231$11,457,815
Q3 2025Matrix Private Capital GroupBuy9,732157,038$13,710,990
Q2 2025Sequoia Financial AdvisorsBuy7,956142,157$11,867,293
Q2 2025Matrix Private Capital GroupBuy282147,306$12,297,107
Q1 2025Sequoia Financial AdvisorsBuy92,124134,201$10,152,334
Q1 2025Renaissance Technologies LLCBuy10,400226,100$17,104,465
Q1 2025Matrix Private Capital GroupBuy2,312147,024$11,122,352
Q4 2024Sequoia Financial AdvisorsBuy2,74542,077$2,957,185
Q4 2024Matrix Private Capital GroupSell-1,104144,712$10,170,347
Q3 2024Matrix Private Capital GroupBuy3,626145,816$11,380,912
Q3 2024Sequoia Financial AdvisorsBuy1,69539,332$3,069,901
Q2 2024Matrix Private Capital GroupBuy11,629142,190$10,328,657
Q2 2024Sequoia Financial AdvisorsBuy1,49437,637$2,733,940
Q1 2024Sequoia Financial AdvisorsSell-16,02436,143$2,682,528
Q1 2024Matrix Private Capital GroupBuy8,041130,561$9,690,213
Q4 2023Sequoia Financial AdvisorsBuy24,39852,167$3,669,932
Q4 2023Matrix Private Capital GroupSell-21,246122,520$8,619,270
Q3 2023Causeway Capital ManagementBuy343,100343,100$22,078,485
Q3 2023Matrix Private Capital GroupBuy13,924143,766$9,251,372
Q3 2023Sequoia Financial AdvisorsBuy8,30527,769$1,786,923
Q2 2023Sequoia Financial AdvisorsSell-17,91519,464$1,313,838
Q2 2023Matrix Private Capital GroupBuy652129,842$8,764,367
Q1 2023Matrix Private Capital GroupSell-5,523129,190$8,636,367
Q1 2023Sequoia Financial AdvisorsSell-2,72037,379$2,498,775
Q4 2022Sequoia Financial AdvisorsBuy18,21640,099$2,471,721
Q4 2022Matrix Private Capital GroupSell-4,441134,713$8,303,723

Frequently asked questions about IEFA activity

  • Which institutional owners are buying IEFA?

    Institutional owners buying IEFA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IEFA activity?

    "Buy" means an investor increased their reported position in IEFA compared to the prior reporting period. This reflects growing exposure to ISHARES CORE MSCI EAFE ETF (IEFA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IEFA increasing?

    Institutional interest in IEFA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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