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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 %
LWANC
576
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.96M +$1.71M +25,564 +53%
PAG
577
Paladin Advisory Group
Iowa
$4.93M +$4.93M +73,807 New
AWM
578
AAF Wealth Management
Massachusetts
$4.92M -$527K -7,877 -10%
RIA
579
Regal Investment Advisors
Michigan
$4.87M -$145K -2,173 -3%
BCA
580
Bray Capital Advisors
Florida
$4.86M +$57.3K +857 +1%
MFA
581
Mayflower Financial Advisors
Massachusetts
$4.85M -$275K -4,117 -5%
TCM
582
Telos Capital Management
California
$4.82M +$305K +4,566 +7%
FSWA
583
Financial Synergies Wealth Advisors
Texas
$4.73M -$118K -1,758 -2%
ICP
584
Interchange Capital Partners
Pennsylvania
$4.7M +$883K +13,215 +23%
BAM
585
Baldrige Asset Management
Pennsylvania
$4.6M +$228K +3,410 +5%
MNBTD
586
Moody National Bank Trust Division
Texas
$4.53M – – –
CA
587
Continuum Advisory
Idaho
$4.52M -$455K -6,808 -9%
BC
588
Bowman & Company
Wisconsin
$4.51M -$22.8K -341 -0.5%
LNWWM
589
Laird Norton Wetherby Wealth Management
California
$4.51M -$129K -1,926 -3%
AWMG
590
Alliance Wealth Management Group
New Jersey
$4.5M +$271K +4,049 +6%
Principal Financial Group
591
Principal Financial Group
Iowa
$4.49M +$4.49M +67,129 New
BWM
592
Birchcreek Wealth Management
Ohio
$4.46M +$567K +8,485 +15%
SS
593
Sunbelt Securities
Texas
$4.45M +$64.9K +975 +1%
RBC
594
Roble Belko & Company
Pennsylvania
$4.44M -$136K -2,028 -3%
FCIM
595
Fairview Capital Investment Management
California
$4.44M -$417K -6,245 -9%
WA
596
Wealth Alliance
New York
$4.4M -$357K -5,338 -8%
IA
597
IFP Advisors
Florida
$4.37M -$7.9M -119,564 -64%
EA
598
Emerald Advisors
Washington
$4.36M -$11.3K -169 -0.3%
FFA
599
Fi3 Financial Advisors
Indiana
$4.36M -$36.9K -552 -0.8%
WWP
600
Waypoint Wealth Partners
California
$4.35M -$7.89K -118 -0.2%
22 23
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