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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 %
RWB
276
RMR Wealth Builders
New Jersey
$20.1M +$1.49M +22,334 +8%
BL
277
Balentine LLC
Georgia
$20M -$3.97M -59,397 -17%
FCI
278
Financial Counselors Inc
Kansas
$20M +$5.6M +83,841 +39%
VFA
279
Valeo Financial Advisors
Indiana
$20M +$1.26M +19,370 +7%
MWM
280
Marion Wealth Management
Pennsylvania
$19.8M +$837K +12,517 +4%
LWA
281
LWS Wealth Advisors
New Jersey
$19.8M +$44.3K +662 +0.2%
DMIC
282
Dixon Mitchell Investment Counsel
British Columbia, Canada
$19.8M -$712K -10,658 -3%
Fisher Asset Management
283
Fisher Asset Management
Washington
$19.7M -$1.39M -20,836 -7%
SWP
284
Stratos Wealth Partners
Ohio
$19.6M -$1.83M -27,417 -9%
FMWA
285
Forvis Mazars Wealth Advisors
Missouri
$19.5M +$18.7K +280 +0.1%
SIA
286
Strategic Investment Advisors
Michigan
$19.3M +$3M +44,905 +18%
FNBTCON
287
First National Bank & Trust Co of Newtown
Pennsylvania
$19.3M -$80.4K -1,202 -0.4%
CWM
288
Congress Wealth Management
Massachusetts
$19.2M -$54.1K -809 -0.3%
NL
289
NWAM LLC
Washington
$19.2M +$1.91M +28,643 +11%
SIC
290
Shoker Investment Counsel
Ohio
$19.1M +$44.1K +660 +0.2%
NEI
291
Northwest & Ethical Investments
Ontario, Canada
$19M -$1.07M -16,000 -5%
PAG
292
Private Advisor Group
New Jersey
$19M +$1.3M +19,453 +7%
T. Rowe Price Associates
293
T. Rowe Price Associates
Maryland
$18.9M -$4.82M -72,117 -20%
MF
294
Montis Financial
Massachusetts
$18.9M +$1.48M +22,083 +8%
GDP
295
Great Diamond Partners
Maine
$18.8M +$10.5M +156,860 +127%
ACS
296
Archford Capital Strategies
Illinois
$18.8M +$1.39M +20,820 +8%
BB
297
Berkshire Bank
Massachusetts
$18.8M +$1.08M +16,202 +6%
LFA
298
Legacy Financial Advisors
Kentucky
$18.7M -$69.3K -1,037 -0.4%
VVP
299
Venture Visionary Partners
Ohio
$18.6M +$4.23M +63,225 +29%
GWSA
300
Global Wealth Strategies & Associates
Colorado
$18.6M -$314K -4,695 -2%
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