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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 %
BRM
601
Boston Research & Management
Massachusetts
$4.35M +$24.4K +365 +0.6%
CFD
602
Creative Financial Designs
Indiana
$4.34M +$203K +3,033 +5%
SFM
603
Signet Financial Management
New Jersey
$4.33M +$25.3K +378 +0.6%
APW
604
Acima Private Wealth
Virginia
$4.33M +$12.7K +190 +0.3%
RPWA
605
Regent Peak Wealth Advisors
Georgia
$4.3M +$3.2M +47,856 +290%
HNWAG
606
High Net Worth Advisory Group
Florida
$4.3M -$319K -4,773 -7%
PAMG
607
Patton Albertson Miller Group
Tennessee
$4.28M -$2.21M -33,026 -34%
AW
608
Avion Wealth
Texas
$4.26M +$2.89M +46,915 +212%
CIAS
609
CFS Investment Advisory Services
New Jersey
$4.25M +$637K +9,533 +18%
SCI
610
Stableford Capital II
Arizona
$4.23M +$4.23M +68,682 New
WFA
611
Wellspring Financial Advisors
Ohio
$4.22M +$3.94M +58,875 +1,373%
ZIM
612
Zacks Investment Management
Illinois
$4.2M +$791K +11,836 +23%
PTC
613
Private Trust Company
Ohio
$4.2M +$1.07M +15,969 +34%
SCA
614
Southern Capital Advisors
Tennessee
$4.18M +$182K +2,727 +5%
SSW
615
Smith Shellnut Wilson
Mississippi
$4.12M -$4.81K -72 -0.1%
AWA
616
Aletheian Wealth Advisors
Washington
$4.11M -$356K -5,329 -8%
TC
617
TAGStone Capital
North Carolina
$4.09M +$76.8K +1,149 +2%
MA
618
Mutual Advisors
Nebraska
$4.07M -$55.4K -829 -1%
TWM
619
Tanglewood Wealth Management
Texas
$4.05M +$794K +11,873 +24%
ICM
620
Islay Capital Management
Texas
$4.04M +$3.93M +58,804 +3,451%
ST
621
Spinnaker Trust
Maine
$4.02M -$26.8K -401 -0.7%
NCM
622
Next Capital Management
New York
$4M +$877K +13,114 +28%
PFP
623
Pinnacle Financial Partners
Tennessee
$3.98M +$64.4K +963 +2%
DWT
624
Dorsey & Whitney Trust
South Dakota
$3.98M -$446K -6,670 -10%
AWM
625
Axxcess Wealth Management
California
$3.96M -$954K -14,275 -19%
23 24
25
26 27