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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 %
WA
326
Wealth Architects
California
$16.4M -$313K -4,682 -2%
SW
327
SVB Wealth
Massachusetts
$16.4M -$2.05M -30,646 -11%
BOPW
328
Brandywine Oak Private Wealth
Pennsylvania
$16.2M +$2.23M +33,358 +16%
NCM
329
Neumann Capital Management
California
$16.1M +$510K +7,629 +3%
TCM
330
Towercrest Capital Management
Pennsylvania
$16M -$704K -10,538 -4%
CL
331
Choreo LLC
Illinois
$15.9M +$4.45M +66,522 +39%
MAM
332
Meeder Asset Management
Ohio
$15.9M -$298K -4,456 -2%
CA
333
Crewe Advisors
Utah
$15.7M +$224K +3,347 +1%
FAIM
334
Financial Advocates Investment Management
Washington
$15.7M +$2.22M +33,153 +16%
WT
335
Washington Trust
Rhode Island
$15.6M +$726K +10,857 +5%
AA
336
Argent Advisors
Louisiana
$15.3M -$266K -3,974 -2%
GPA
337
Guidance Point Advisors
Massachusetts
$15.2M +$467K +6,993 +3%
IAN
338
Integrated Advisors Network
Texas
$15.2M -$638K -9,539 -4%
KFAA
339
Klaas Financial Asset Advisors
Illinois
$15.2M -$203K -3,042 -1%
PFM
340
Parsec Financial Management
North Carolina
$15.2M +$430K +6,426 +3%
WFA
341
West Financial Advisors
Iowa
$15.1M +$762K +11,394 +5%
WA
342
WBH Advisory
Maryland
$15M +$15M +225,041 New
SIA
343
Sovereign Investment Advisors
Arizona
$15M – – –
PAS
344
Professional Advisory Services
Florida
$15M +$15M +224,254 New
RA
345
Riversedge Advisors
Delaware
$15M +$5.75M +86,064 +62%
SWM
346
Spire Wealth Management
Virginia
$14.9M +$3.14M +46,904 +27%
FDCC
347
Foster Dykema Cabot & Co
Massachusetts
$14.9M -$1M -15,032 -6%
EWA
348
Exencial Wealth Advisors
Oklahoma
$14.8M +$748K +11,189 +5%
CA
349
Cetera Advisors
Colorado
$14.7M +$835K +12,484 +6%
BBNA
350
Bremer Bank National Association
Minnesota
$14.7M -$2.1M -31,405 -12%
12 13
14
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