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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 %
AHC
501
Anderson Hoagland & Co
Missouri
$6.84M – – –
State of Tennessee, Department of Treasury
502
State of Tennessee, Department of Treasury
Tennessee
$6.82M – – –
MBT
503
Montecito Bank & Trust
California
$6.78M -$67.7K -1,013 -1%
IC
504
Iconiq Capital
California
$6.77M +$3.41K +51 +0.1%
TCA
505
Transcend Capital Advisors
New Jersey
$6.76M -$821K -12,274 -11%
AWM
506
Aprio Wealth Management
Georgia
$6.75M +$112K +1,681 +2%
BRWA
507
B. Riley Wealth Advisors
Florida
$6.68M +$454K +6,789 +7%
SWA
508
Stratos Wealth Advisors
Ohio
$6.68M -$1.48M -22,073 -18%
Bessemer Group
509
Bessemer Group
New Jersey
$6.64M +$2.31M +34,578 +53%
SSWM
510
Smith Salley Wealth Management
North Carolina
$6.53M -$1.15M -17,193 -15%
OFG
511
Omega Financial Group
California
$6.51M +$730K +10,926 +13%
DWM
512
Defined Wealth Management
Oregon
$6.49M +$1.59M +23,832 +33%
WFS
513
Widmann Financial Services
Maryland
$6.46M -$42.1K -630 -0.6%
DACG
514
Donor Advised Charitable Giving
California
$6.36M – – –
OPWM
515
Oakwell Private Wealth Management
Texas
$6.35M -$207K -3,097 -3%
EWM
516
Executive Wealth Management
Michigan
$6.31M -$213K -3,182 -3%
CA
517
Cornerstone Advisory
Maryland
$6.3M +$473K +7,081 +8%
SF
518
Safeguard Financial
Wisconsin
$6.26M +$1.67M +24,961 +36%
AFO
519
Allie Family Office
Florida
$6.16M +$2.71M +40,539 +79%
FAM
520
Family Asset Management
South Carolina
$6.13M +$1.58M +23,620 +35%
CCMG
521
Clark Capital Management Group
Pennsylvania
$6.12M -$3.26M -48,806 -35%
SIM
522
Strategic Investment Management
Virginia
$6.12M -$2.02M -29,680 -25%
RWPA
523
Richard W. Paul & Associates
Michigan
$6.1M +$345K +5,163 +6%
TWA
524
TPB Wealth Advisors
Texas
$6.09M +$6.09M +91,065 New
AFS
525
Amtrust Financial Services
New York
$6.02M – – –
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