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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 %
EPA
726
Element Pointe Advisors
Florida
$2.44M +$352K +5,270 +17%
PA
727
Procyon Advisors
Connecticut
$2.43M -$417K -6,232 -15%
CT
728
Columbia Trust
Oregon
$2.42M -$2.05M -30,694 -46%
DP
729
Denver PWM
Colorado
$2.4M -$398K -5,761 -14%
IA
730
IFG Advisory
Georgia
$2.36M +$764K +11,426 +48%
PP
731
PrairieView Partners
Minnesota
$2.36M +$12.2K +183 +0.5%
WWM
732
Western Wealth Management
Colorado
$2.34M +$205K +3,060 +10%
HR
733
Howe & Rusling
New York
$2.33M +$184K +2,758 +9%
FTWA
734
Fifth Third Wealth Advisors
Ohio
$2.32M +$2.32M +34,655 New
SFP
735
Sweet Financial Partners
Minnesota
$2.32M +$1.49M +22,326 +181%
FIM
736
Freedom Investment Management
Connecticut
$2.31M +$1.3M +19,454 +129%
MSWM
737
McGlone Suttner Wealth Management
Wisconsin
$2.31M -$354K -5,292 -13%
LC
738
Lavaca Capital
Texas
$2.31M -$124K -1,861 -5%
1WA
739
180 Wealth Advisors
Washington
$2.31M -$30.1K -450 -1%
NSIM
740
North Star Investment Management
Illinois
$2.3M -$53.5K -801 -2%
RWA
741
Ropes Wealth Advisors
Massachusetts
$2.3M -$15.6K -233 -0.7%
SRC
742
Shufro Rose & Co
New York
$2.28M -$669K -10,005 -23%
DADC
743
D.A. Davidson & Co
Montana
$2.28M +$54.5K +816 +2%
VWM
744
Valley Wealth Managers
New Jersey
$2.25M -$20.1K -300 -0.9%
CTA
745
Colonial Trust Advisors
South Carolina
$2.23M -$89.7K -1,342 -4%
CSWG
746
Cardinal Strategic Wealth Guidance
Kentucky
$2.22M -$226K -3,383 -9%
WIP
747
WealthCare Investment Partners
Rhode Island
$2.22M +$159K +2,384 +8%
CA
748
Claro Advisors
Massachusetts
$2.2M +$367K +5,495 +20%
HT
749
HighTower Trust
Texas
$2.19M -$37.2K -578 -2%
VA
750
Valmark Advisers
Ohio
$2.19M +$272K +4,065 +14%
28 29
30
31 32