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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 %
SWM
701
Shelton Wealth Management
Texas
$2.73M +$1.41M +21,036 +107%
DW
702
Domani Wealth
Pennsylvania
$2.72M -$17.3K -259 -0.6%
MIM
703
Macroview Investment Management
Maryland
$2.72M +$622K +9,308 +30%
SC
704
Stephens Consulting
Michigan
$2.72M -$154K -2,299 -5%
PP
705
Prudential plc
United Kingdom
$2.71M +$789K +11,800 +41%
HT
706
Heritage Trust
Oklahoma
$2.71M +$20.3K +304 +0.8%
JWCA
707
J.W. Cole Advisors
Florida
$2.7M -$602 -9 -0%
SAM
708
Silvercrest Asset Management
New York
$2.7M -$144K -2,150 -5%
Koshinski Asset Management
709
Koshinski Asset Management
Illinois
$2.69M +$225K +3,371 +9%
USCWA
710
U.S. Capital Wealth Advisors
Texas
$2.69M +$156K +2,331 +6%
JWM
711
JGP Wealth Management
Oregon
$2.66M +$396K +5,927 +17%
SAF
712
Smith Anglin Financial
Texas
$2.64M +$810K +12,114 +44%
LIM
713
Leavell Investment Management
Alabama
$2.62M +$176K +2,632 +7%
SL
714
SWMG LLC
Texas
$2.61M -$234K -3,507 -8%
WSFS
715
Wilmington Savings Fund Society
Delaware
$2.61M -$8.89K -133 -0.3%
PAM
716
Palisade Asset Management
Minnesota
$2.6M +$11.1K +166 +0.4%
CGFA
717
Colton Groome Financial Advisors
North Carolina
$2.58M +$317K +4,735 +14%
RC
718
Rovin Capital
Arizona
$2.57M -$17.6K -263 -0.7%
AWS
719
AJ Wealth Strategies
New York
$2.55M +$1.01M +15,054 +65%
MWP
720
Madison Wealth Partners
Wisconsin
$2.55M +$196K +2,927 +8%
PAM
721
Peninsula Asset Management
Florida
$2.52M -$165K -2,470 -6%
SFA
722
Sequoia Financial Advisors
Ohio
$2.5M -$182K -2,720 -7%
BSW
723
Buckingham Strategic Wealth
Missouri
$2.49M – – –
M1FG
724
Mach-1 Financial Group
Arkansas
$2.47M +$2.47M +37 New
TI
725
tru Independence
Oregon
$2.46M -$244K -3,657 -9%
27 28
29
30 31