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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,545 hedge funds and large institutions have $78.7B invested in iShares Core MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 649 increasing their positions, 576 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,545
Holders Change
+24
Holders Change %
+1.58%
% of All Funds
24.73%
Holding in Top 10
307
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+4.42%
% of All Funds
4.91%
New
133
Increased
649
Reduced
576
Closed
74
Calls
$11.4M
Puts
$24.4M
Net Calls
-$12.9M
Net Calls Change
-$22.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$919M
2
US Bancorp
US Bancorp
Minnesota
+$328M
3
GC
Grimes & Company
Massachusetts
+$229M
4
LPL Financial
LPL Financial
California
+$222M
5
BP
Ballentine Partners
Massachusetts
+$167M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.92B
2
Jane Street
Jane Street
New York
-$337M
3
GSIS
Global Strategic Investment Solutions
Arizona
-$208M
4
TF
TIAA FSB
Florida
-$108M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIRP
226
Shelter Insurance Retirement Plan
Missouri
$27.4M -$2.66M -39,809 -9%
AWS
227
Atria Wealth Solutions
New York
$27.3M -$1.1M -16,457 -4%
GLA
228
Great Lakes Advisors
Illinois
$27.1M -$3.65M -54,541 -12%
SWM
229
Southern Wealth Management
Texas
$26.8M +$405K +6,053 +2%
RIM
230
Rockbridge Investment Management
New York
$26.5M +$1.72M +25,725 +7%
WT
231
Whittier Trust
California
$26.5M -$114K -1,706 -0.4%
SHWM
232
Smith & Howard Wealth Management
Georgia
$26.4M -$426K -6,366 -2%
NEAM
233
New England Asset Management
Connecticut
$26.4M +$15.6M +233,500 +145%
DCM
234
Disciplina Capital Management
Tennessee
$26.2M +$304K +4,546 +1%
CSIA
235
Conrad Siegel Investment Advisors
Pennsylvania
$26.1M +$244K +3,643 +0.9%
BBA
236
BLB&B Advisors
Pennsylvania
$26M -$372K -5,559 -1%
SAG
237
SageView Advisory Group
California
$25.9M +$2.38M +35,569 +10%
SPIA
238
Strategic Point Investment Advisors
Rhode Island
$25.4M +$17.9M +267,193 +236%
JPG
239
Jordan Park Group
California
$24.6M +$12.7M +190,342 +107%
AIM
240
Allen Investment Management
New York
$24.4M – – –
Natixis Advisors
241
Natixis Advisors
Massachusetts
$24.4M +$6.49M +97,090 +36%
KAS
242
Kestra Advisory Services
Texas
$24.1M -$15.3M -229,571 -39%
UOMF
243
University of Massachusetts Foundation
Massachusetts
$24M +$5.11M +76,498 +27%
RI
244
RPTC Inc
Wyoming
$23.8M – – –
OCG
245
Opus Capital Group
Ohio
$23.7M -$351K -5,252 -1%
American Century Companies
246
American Century Companies
Missouri
$23.5M +$7.39M +110,600 +46%
BWP
247
BSW Wealth Partners
Colorado
$23.4M +$12.6K +189 +0.1%
1832 Asset Management
248
1832 Asset Management
Ontario, Canada
$23.3M +$17.2M +257,343 +280%
ACA
249
Affinity Capital Advisors
California
$22.9M -$3.33M -49,780 -13%
Brown Advisory
250
Brown Advisory
Maryland
$22.9M -$1.64M -24,577 -7%
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