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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 %
SPP
426
Single Point Partners
Massachusetts
$9.83M +$41K +614 +0.4%
DAS
427
Dynamic Advisor Solutions
Arizona
$9.82M +$6.12M +91,518 +165%
PCM
428
Piedmont Capital Management
Montana
$9.77M +$200K +2,985 +2%
WP
429
WealthShield Partners
North Carolina
$9.76M +$357K +5,341 +4%
CFGS
430
Concourse Financial Group Securities
Alabama
$9.76M +$158K +2,357 +2%
CWM
431
Concentric Wealth Management
California
$9.68M +$173K +2,594 +2%
ISWM
432
Independent Solutions Wealth Management
New York
$9.67M -$476K -7,126 -5%
AIA
433
Arbor Investment Advisors
North Carolina
$9.66M -$97K -1,451 -1%
SWP
434
Summit Wealth Partners
Florida
$9.56M -$231K -3,449 -2%
BG
435
Bahl & Gaynor
Ohio
$9.47M +$711K +10,641 +8%
TCB
436
Texas Capital Bancshares
Texas
$9.47M +$4.98M +74,529 +111%
GIA
437
Gladstone Institutional Advisory
Florida
$9.35M +$1.78M +26,642 +24%
NB
438
NBT Bank
New York
$9.33M -$677K -10,125 -7%
BHWA
439
Beacon Harbor Wealth Advisors
Virginia
$9.33M +$7.88M +117,876 +545%
HI
440
Horizon Investments
North Carolina
$9.16M +$2.71M +40,538 +42%
FWM
441
FFT Wealth Management
Pennsylvania
$9.12M -$24.2M -362,210 -73%
CWM
442
Chicago Wealth Management
Illinois
$9.1M +$8.4M +125,661 +1,194%
MFC
443
Morris Financial Concepts
South Carolina
$9.09M +$800K +11,971 +10%
RWP
444
Revolve Wealth Partners
New Jersey
$9.07M -$1.27K -19 -0%
GVAG
445
Great Valley Advisor Group
Delaware
$8.92M +$3.97M +59,440 +80%
COPPSERS
446
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.71M +$4.28M +64,000 +97%
TWM
447
Tanager Wealth Management
United Kingdom
$8.7M -$90.6K -1,355 -1%
PSCM
448
Per Stirling Capital Management
Texas
$8.69M +$3.03M +45,291 +54%
AIA
449
Alera Investment Advisors
Illinois
$8.67M -$17.6K -264 -0.2%
CS
450
Comerica Securities
Michigan
$8.66M -$42.7K -638 -0.5%
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