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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 %
JFGIW
376
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.8M +$675K +10,098 +6%
TYCC
377
Texas Yale Capital Corp
Florida
$12.7M +$111K +1,665 +0.9%
FCA
378
FinTrust Capital Advisors
South Carolina
$12.6M – – –
PWA
379
Physician Wealth Advisors
Utah
$12.6M -$1.11M -16,232 -8%
JWA
380
JFS Wealth Advisors
Pennsylvania
$12.6M +$456K +6,826 +4%
EWA
381
Encompass Wealth Advisors
Oregon
$12.5M +$50.7K +759 +0.4%
SCM
382
SCS Capital Management
Massachusetts
$12.5M +$5.25M +78,583 +72%
PW
383
Peninsula Wealth
California
$12.5M -$108K -1,618 -0.9%
Acadian Asset Management
384
Acadian Asset Management
Massachusetts
$12.4M +$388K +5,800 +3%
CGA
385
Crescent Grove Advisors
Illinois
$12.4M +$139K +2,081 +1%
PGA
386
Portland Global Advisors
Maine
$12.4M +$1.48M +22,140 +14%
MPWT
387
MassMutual Private Wealth & Trust
Connecticut
$12.2M +$4.23M +63,213 +53%
GAM
388
Gotham Asset Management
New York
$12.2M +$757K +11,317 +7%
HF
389
Halpern Financial
Virginia
$12.2M +$1.22M +18,300 +11%
SMI
390
Shelter Mutual Insurance
Missouri
$12.1M – – –
SQA
391
Simon Quick Advisors
New Jersey
$12M -$1.74M -26,092 -13%
TIM
392
Tortoise Investment Management
New York
$11.9M +$343K +5,136 +3%
GWM
393
Geneos Wealth Management
Colorado
$11.9M -$2.03M -30,293 -15%
OFW
394
Omnia Family Wealth
Florida
$11.8M -$89.6K -1,340 -0.8%
FCT
395
Family Capital Trust
Massachusetts
$11.8M +$10.5K +157 +0.1%
ONB
396
Old National Bancorp
Indiana
$11.5M -$1.35M -20,227 -10%
FA
397
FDx Advisors
Illinois
$11.3M – – –
SF
398
Symphony Financial
Texas
$11.3M -$426K -6,373 -4%
KFP
399
KMG Fiduciary Partners
Ohio
$11.3M +$3.87M +57,938 +52%
FHA
400
First Horizon Advisors
Tennessee
$11.2M +$336K +5,028 +3%
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16
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