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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
476
Wealthstream Advisors
New York
$7.81M -$26.6K -398 -0.3%
WIM
477
Westside Investment Management
California
$7.78M +$32.3K +483 +0.4%
FCH
478
Freestone Capital Holdings
Washington
$7.75M -$20.1M -300,283 -72%
CI
479
CX Institutional
Indiana
$7.73M -$24.6M -366,062 -76%
Millennium Management
480
Millennium Management
New York
$7.7M +$626K +9,371 +9%
PIMG
481
Patriot Investment Management Group
Tennessee
$7.53M -$13.3K -199 -0.2%
HCA
482
Heck Capital Advisors
Wisconsin
$7.52M +$357K +5,341 +5%
ASN
483
Advisory Services Network
Georgia
$7.5M +$909K +13,598 +14%
FDCDDQ
484
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.46M +$81K +1,211 +1%
MG
485
Mather Group
Illinois
$7.43M +$412K +6,164 +6%
TIA
486
Tiemann Investment Advisors
California
$7.36M +$477K +7,132 +7%
CCB
487
Country Club Bank
Missouri
$7.35M -$453K -6,802 -6%
TDWM
488
Topel & Distasi Wealth Management
California
$7.32M -$576K -8,619 -7%
PGFC
489
Peapack-Gladstone Financial Corp
New Jersey
$7.3M +$1.16M +17,342 +19%
EFL
490
ERn Financial LLC
Wisconsin
$7.28M +$104K +1,551 +1%
KWMG
491
King Wealth Management Group
Florida
$7.27M +$77.7K +1,163 +1%
RPC
492
Rossmore Private Capital
Connecticut
$7.23M -$82.8K -1,239 -1%
CIBC World Market
493
CIBC World Market
Ontario, Canada
$7.09M -$659K -9,855 -9%
JHCP
494
Jackson Hole Capital Partners
Oklahoma
$7.08M -$67.3K -1,011 -0.9%
CIM
495
CIM Investment Management
Pennsylvania
$7.03M -$50.5K -756 -0.7%
ACM
496
Armbruster Capital Management
New York
$7M -$240K -3,586 -3%
SW
497
SkyOak Wealth
Michigan
$6.98M +$774K +11,571 +12%
FPCP
498
Fort Point Capital Partners
California
$6.95M -$140K -2,091 -2%
LWM
499
Liberty Wealth Management
California
$6.94M +$6.94M +103,273 New
TPCW
500
TD Private Client Wealth
New York
$6.87M -$6.81M -101,891 -50%
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