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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 %
WIA
651
World Investment Advisors
California
$3.49M +$408K +6,105 +13%
AAS
652
Ameritas Advisory Services
Nebraska
$3.46M -$206K -3,023 -6%
FBA
653
Front Barnett Associates
Illinois
$3.43M -$18.4K -275 -0.5%
KWA
654
KCS Wealth Advisory
California
$3.41M +$42.2K +631 +1%
STA
655
Summit Trail Advisors
New York
$3.38M +$76.2K +1,140 +2%
BSSFA
656
Baron Silver Stevens Financial Advisors
Florida
$3.35M -$609K -9,115 -15%
TA
657
TFB Advisors
Kansas
$3.32M +$125K +1,869 +4%
OC
658
Oppenheimer & Co
New York
$3.32M +$358K +5,358 +12%
CTA
659
Chesley Taft & Associates
Illinois
$3.3M +$133K +1,985 +4%
VWA
660
Visionary Wealth Advisors
Illinois
$3.28M +$1.44M +21,599 +79%
RZH
661
Relyea Zuckerberg Hanson
Connecticut
$3.27M +$79.2K +1,185 +2%
ATC
662
Argent Trust Co
Tennessee
$3.25M +$33.8K +506 +1%
AG
663
Ascent Group
Virginia
$3.24M -$156K -2,337 -5%
KCM
664
Kanawha Capital Management
Virginia
$3.23M +$32.4K +485 +1%
EFM
665
Eley Financial Management
Vermont
$3.23M -$17.8K -266 -0.5%
MBFW
666
Morton Brown Family Wealth
Pennsylvania
$3.23M +$8.29K +124 +0.3%
Empower Advisory Group
667
Empower Advisory Group
Colorado
$3.19M +$3.19M +47,261 New
BIA
668
Bigelow Investment Advisors
Maine
$3.18M +$120K +1,792 +4%
WAP
669
Wealthcare Advisory Partners
Pennsylvania
$3.16M -$388K -5,804 -11%
FTS
670
Fifth Third Securities
Ohio
$3.13M +$267K +3,994 +9%
Nisa Investment Advisors
671
Nisa Investment Advisors
Missouri
$3.12M – – –
HCM
672
Hollencrest Capital Management
California
$3.12M -$55.7K -833 -2%
PM
673
Pembroke Management
Quebec, Canada
$3.11M – – –
LCWP
674
Legacy Capital Wealth Partners
Arkansas
$3.1M +$3.1M +46,343 New
FWP
675
FAS Wealth Partners
Kansas
$3.09M -$243K -3,638 -7%
25 26
27
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