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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 %
LBC
376
Lowe Brockenbrough & Co
Virginia
$13.8M +$128K +1,892 +0.9%
JFGIW
377
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.8M +$884K +13,089 +7%
FFS
378
Founders Financial Securities
Maryland
$13.8M +$5.17M +76,596 +60%
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$13.8M +$1.42M +20,997 +11%
GC
380
Guidance Capital
Kentucky
$13.8M +$13.8M +203,952 New
SC
381
Savant Capital
Illinois
$13.6M +$3.36M +49,732 +33%
PWM
382
Perigon Wealth Management
California
$13.6M +$618K +9,161 +5%
PGA
383
Portland Global Advisors
Maine
$13.6M +$1.09M +16,166 +9%
LCC
384
Lincoln Capital Corp
Rhode Island
$13.6M +$2.6M +38,483 +24%
Wealth Enhancement Advisory Services
385
Wealth Enhancement Advisory Services
Minnesota
$13.6M -$68.8M -1,019,465 -84%
JWA
386
JFS Wealth Advisors
Pennsylvania
$13.5M +$810K +12,005 +6%
SFC
387
SYM Financial Corp
Indiana
$13.5M +$13.5M +199,755 New
MM
388
Main Management
California
$13.4M +$247K +3,662 +2%
MCM
389
Monument Capital Management
Virginia
$13.3M -$7.52M -111,417 -36%
KFP
390
KMG Fiduciary Partners
Ohio
$13.1M +$1.72M +25,430 +15%
TOTSC
391
Trustees of the Smith College
Massachusetts
$13M -$4.38M -64,832 -25%
DRS
392
Deane Retirement Strategies
Louisiana
$12.9M +$7.23M +107,161 +127%
TYCC
393
Texas Yale Capital Corp
Florida
$12.9M +$20.6K +305 +0.2%
SGI
394
Summit Global Investments
Utah
$12.8M +$1.63M +24,111 +15%
EWA
395
Encompass Wealth Advisors
Oregon
$12.8M +$131K +1,937 +1%
GAM
396
Gotham Asset Management
New York
$12.8M +$432K +6,406 +4%
RMC
397
Regis Management Company
California
$12.7M -$269K -3,991 -2%
PW
398
Peninsula Wealth
California
$12.7M +$87.3K +1,293 +0.7%
FCA
399
FinTrust Capital Advisors
South Carolina
$12.6M – – –
CGA
400
Crescent Grove Advisors
Illinois
$12.5M +$8.03K +119 +0.1%
14 15
16
17 18