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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 %
HCMT
351
Highland Capital Management (Tennessee)
Tennessee
$14.7M +$418K +6,257 +3%
AWM
352
Apollon Wealth Management
South Carolina
$14.6M +$1.04M +15,540 +8%
SWM
353
Segment Wealth Management
Texas
$14.6M +$9.64M +144,219 +193%
CCM
354
Condor Capital Management
New Jersey
$14.6M +$462K +6,918 +3%
ELI
355
Empire Life Investments
Ontario, Canada
$14.5M +$1.18M +17,700 +9%
PRA
356
Pine Ridge Advisers
New York
$14.5M +$463K +6,925 +3%
WFAG
357
Wescott Financial Advisory Group
Pennsylvania
$14.4M +$1.2M +17,994 +9%
MWA
358
Martel Wealth Advisors
Washington
$14.4M +$992K +14,834 +7%
LC
359
LCNB Corp
Ohio
$14.2M +$362K +5,416 +3%
GBT
360
Grove Bank & Trust
Florida
$14.2M +$246K +3,683 +2%
ICG
361
InterOcean Capital Group
Tennessee
$14.1M +$847K +12,670 +6%
CWM
362
Curi Wealth Management
North Carolina
$14M -$12.3K -184 -0.1%
PPWP
363
Proquility Private Wealth Partners
Nevada
$14M +$438K +6,554 +3%
KPWS
364
Kestra Private Wealth Services
Texas
$13.7M +$3.8M +56,865 +38%
MWP
365
MYCIO Wealth Partners
Pennsylvania
$13.6M -$950K -14,210 -7%
LBC
366
Lowe Brockenbrough & Co
Virginia
$13.6M +$5.28K +79 +0%
AL
367
Aspiriant LLC
California
$13.5M +$3.11M +46,526 +30%
CWA
368
Core Wealth Advisors
Florida
$13.5M -$2.25M -33,586 -14%
RSWM
369
Robertson Stephens Wealth Management
California
$13.5M +$3.07M +45,990 +30%
MM
370
Main Management
California
$13M -$525K -7,855 -4%
ODG
371
O'Dell Group
Ohio
$13M +$12.4M +185,143 +1,866%
Citigroup
372
Citigroup
New York
$13M -$2.25M -33,718 -15%
RMC
373
Regis Management Company
California
$12.9M -$32.3M -483,902 -72%
HWAM
374
Hennion & Walsh Asset Management
New Jersey
$12.9M -$244K -3,645 -2%
PWM
375
Perigon Wealth Management
California
$12.9M +$510K +7,629 +4%
13 14
15
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