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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,573 hedge funds and large institutions have $83.3B invested in iShares Core MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 727 increasing their positions, 571 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
+28
Holders Change %
+1.81%
% of All Funds
24.81%
Holding in Top 10
307
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.84%
New
109
Increased
727
Reduced
571
Closed
67
Calls
$9.89M
Puts
$26.4M
Net Calls
-$16.5M
Net Calls Change
-$3.54M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.36B
2
BCIM
Bishop & Co Investment Management
Pennsylvania
+$320M
3
Morgan Stanley
Morgan Stanley
New York
+$207M
4
HighTower Advisors
HighTower Advisors
Illinois
+$158M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$148M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$328M
2
Jane Street
Jane Street
New York
-$141M
3
TF
TIAA FSB
Florida
-$130M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$108M
5
BlackRock
BlackRock
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
276
Choreo LLC
Illinois
$20.5M +$4.43M +65,584 +28%
Victory Capital Management
277
Victory Capital Management
Texas
$20.3M -$1.52M -22,540 -7%
MWM
278
Marion Wealth Management
Pennsylvania
$20.3M +$283K +4,191 +1%
AI
279
Atria Investments
North Carolina
$20.2M -$2.94M -43,628 -13%
SAS
280
Sage Advisory Services
Texas
$20M -$603K -8,935 -3%
DL
281
DOHJ LLC
Washington
$20M +$1.75M +25,895 +10%
NL
282
NWAM LLC
Washington
$19.9M +$518K +7,667 +3%
BB
283
Berkshire Bank
Massachusetts
$19.8M +$895K +13,253 +5%
UWPG
284
Ullmann Wealth Partners Group
Florida
$19.8M -$885K -13,107 -4%
GWSA
285
Global Wealth Strategies & Associates
Colorado
$19.8M +$1.02M +15,127 +5%
ACS
286
Archford Capital Strategies
Illinois
$19.7M +$403K +5,847 +2%
PAG
287
Private Advisor Group
New Jersey
$19.7M +$321K +4,716 +2%
FMWA
288
Forvis Mazars Wealth Advisors
Missouri
$19.6M -$79K -1,170 -0.4%
GDP
289
Great Diamond Partners
Maine
$19.6M +$634K +9,388 +3%
CA
290
Cetera Advisors
Colorado
$19.4M +$4.56M +67,547 +31%
TCM
291
Twele Capital Management
Minnesota
$19.4M -$917K -13,585 -5%
LFA
292
Legacy Financial Advisors
Kentucky
$19.4M +$488K +7,229 +3%
LWA
293
LWS Wealth Advisors
New Jersey
$19.3M -$638K -9,455 -3%
American Century Companies
294
American Century Companies
Missouri
$19.3M -$4.4M -65,200 -19%
AIM
295
Allen Investment Management
New York
$19.3M -$5.36M -79,389 -22%
FNBTCON
296
First National Bank & Trust Co of Newtown
Pennsylvania
$19.3M -$247K -3,660 -1%
FWM
297
Fairhaven Wealth Management
Illinois
$19.2M +$19.2M +284,493 New
NEI
298
Northwest & Ethical Investments
Ontario, Canada
$19M -$270K -4,000 -1%
CWM
299
Congress Wealth Management
Massachusetts
$18.9M -$510K -7,561 -3%
MWA
300
Martel Wealth Advisors
Washington
$18.9M +$4.39M +64,990 +30%
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