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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 %
SS
526
Simplicity Solutions
Minnesota
$5.99M +$2.76M +41,245 +85%
SIM
527
Stratos Investment Management
Ohio
$5.93M -$577K -8,634 -9%
AWM
528
Abound Wealth Management
Tennessee
$5.93M -$184K -2,754 -3%
CA
529
Clearstead Advisors
Ohio
$5.91M +$391K +5,856 +7%
WFA
530
Wade Financial Advisory
California
$5.88M -$6.28K -94 -0.1%
MIA
531
MainStreet Investment Advisors
Illinois
$5.86M -$1.1M -16,427 -16%
USAA
532
United Services Automobile Association
Texas
$5.84M -$1.1M -16,427 -16%
IF
533
Intrua Financial
Texas
$5.82M +$1.42M +20,768 +32%
PS
534
Planned Solutions
California
$5.81M +$202K +3,017 +4%
CWM
535
Calamos Wealth Management
Illinois
$5.78M -$1.49M -22,233 -20%
RTL
536
Red Tortoise LLC
Georgia
$5.74M -$1.2K -18 -0%
CWM
537
Cahaba Wealth Management
Georgia
$5.73M -$1.11M -16,603 -16%
WDG
538
Wealth Dimensions Group
Ohio
$5.69M -$24.3K -363 -0.4%
RA
539
Rodgers & Associates
Pennsylvania
$5.68M -$122K -1,825 -2%
EC
540
Estate Counselors
Wisconsin
$5.66M -$5.84M -87,320 -51%
Deutsche Bank
541
Deutsche Bank
Germany
$5.66M – – –
DRS
542
Deane Retirement Strategies
Louisiana
$5.65M +$5.65M +84,471 New
HWP
543
Highline Wealth Partners
California
$5.64M +$657K +9,826 +13%
CTC
544
Central Trust Company
Missouri
$5.63M +$322K +4,823 +6%
AM
545
AGF Management
Ontario, Canada
$5.63M +$219K +3,275 +4%
LWP
546
Lumature Wealth Partners
Georgia
$5.63M -$185K -2,771 -3%
TTWM
547
TCV Trust & Wealth Management
Virginia
$5.61M -$273K -4,082 -5%
ECM
548
Evergreen Capital Management
Washington
$5.59M +$1.65M +24,715 +42%
PCA
549
Providence Capital Advisors
North Carolina
$5.5M -$344K -5,139 -6%
PFM
550
Peak Financial Management
Massachusetts
$5.5M -$43.1K -644 -0.8%
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