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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 %
PFM
676
Phillips Financial Management
Indiana
$3.09M -$77K -1,152 -2%
HSWM
677
Hubbell Strickland Wealth Management
Louisiana
$3.07M -$8.09K -121 -0.3%
PWAG
678
Polaris Wealth Advisory Group
California
$3.06M -$206K -3,083 -6%
MCCA
679
Mill Creek Capital Advisors
Pennsylvania
$3.05M +$43.5K +651 +1%
SXL
680
Summit X LLC
Missouri
$3.04M -$2.83M -42,329 -48%
GM
681
GeoWealth Management
Illinois
$2.96M -$143K -2,138 -5%
CA
682
CSM Advisors
Pennsylvania
$2.91M +$1.26M +18,824 +76%
BAG
683
Briggs Advisory Group
Rhode Island
$2.9M -$120K -1,796 -4%
GT
684
Glenview Trust
Kentucky
$2.89M +$2.41M +36,038 +498%
SFA
685
Source Financial Advisors
New York
$2.89M -$1.25M -18,760 -30%
BWM
686
Boyd Wealth Management
California
$2.88M +$180K +2,689 +7%
SL
687
Sentinus LLC
Illinois
$2.88M +$2.26M +33,791 +366%
PG
688
Patten Group
Tennessee
$2.86M +$945K +14,132 +49%
CFP
689
Cypress Financial Planning
New Jersey
$2.84M +$204K +3,027 +8%
SFS
690
Sowell Financial Services
Arkansas
$2.84M -$2.17M -32,525 -43%
FNWM
691
Financial Network Wealth Management
Utah
$2.83M +$25.9K +387 +0.9%
AFS
692
Annapolis Financial Services
Maryland
$2.81M -$139K -2,073 -5%
WAM
693
Wakefield Asset Management
Colorado
$2.8M +$14.7K +220 +0.5%
CIR
694
Clear Investment Research
Georgia
$2.78M -$95.1K -1,423 -3%
RC
695
Roundview Capital
New Jersey
$2.76M +$233K +3,490 +9%
IC
696
Innealta Capital
Texas
$2.76M -$226K -3,379 -8%
WA
697
Waverly Advisors
Alabama
$2.75M +$11.4K +170 +0.4%
NFG
698
Nations Financial Group
Iowa
$2.74M +$129K +1,933 +5%
AWM
699
Avior Wealth Management
Nebraska
$2.74M +$380K +5,686 +16%
EWM
700
Endowment Wealth Management
Wisconsin
$2.73M -$480K -7,218 -15%
26 27
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