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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 %
ATPW
551
Ashton Thomas Private Wealth
Arizona
$5.49M +$1.19M +17,807 +28%
MA
552
Montag & Associates
Georgia
$5.48M +$3.27M +48,973 +149%
SGCA
553
Steel Grove Capital Advisors
Tennessee
$5.46M -$201K -3,006 -4%
BC
554
Brio Consultants
California
$5.44M +$2.47K +37 +0%
BBWP
555
Beacon Bridge Wealth Partners
Pennsylvania
$5.43M -$1.08M -16,179 -17%
SGAM
556
Stephens Group Asset Management
Arkansas
$5.39M +$2.14K +32 +0%
BFG
557
Bleakley Financial Group
New Jersey
$5.36M -$389K -5,823 -7%
JJBC
558
James J. Burns & Company
New York
$5.35M +$2.46M +36,732 +85%
IP
559
Investment Partners
Ohio
$5.33M -$380K -5,686 -7%
BWL
560
Bogart Wealth LLC
Virginia
$5.31M +$56.4K +844 +1%
YIA
561
YHB Investment Advisors
Connecticut
$5.26M +$135K +2,020 +3%
FAM
562
Frontier Asset Management
Wyoming
$5.25M +$90.9K +1,360 +2%
MHWM
563
Montz Harcus Wealth Management
Louisiana
$5.21M -$13.3K -199 -0.3%
BIP
564
Blueprint Investment Partners
North Carolina
$5.21M +$4.15K +62 +0.1%
SF
565
Summit Financial
New Jersey
$5.19M +$112K +1,680 +2%
LF
566
Lee Financial
Texas
$5.18M -$2.16M -32,374 -29%
FWM
567
Fortress Wealth Management
California
$5.17M +$450K +6,726 +10%
PL
568
Plancorp LLC
Missouri
$5.14M +$40.1K +600 +0.8%
GW
569
GW & Wade
Massachusetts
$5.13M -$239K -3,580 -4%
FLA
570
Financial Life Advisors
Texas
$5.12M -$1.33M -19,933 -21%
IIC
571
Integrated Investment Consultants
Michigan
$5.1M +$361K +5,398 +8%
HI
572
Harbour Investments
Wisconsin
$5.07M +$156K +2,327 +3%
Lido Advisors
573
Lido Advisors
California
$5.01M +$3.76M +56,314 +303%
LG
574
Leuthold Group
Minnesota
$5.01M +$2.07K +31 +0%
AIM
575
Aspen Investment Management
Michigan
$5M +$1.76M +26,268 +54%
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