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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 %
SFG
801
Sovereign Financial Group
Connecticut
$1.88M -$365K -5,460 -16%
JFG
802
JDM Financial Group
Texas
$1.87M +$79.8K +1,193 +4%
AWM
803
Alterna Wealth Management
Texas
$1.86M -$2.04M -30,450 -52%
VC
804
Veracity Capital
Georgia
$1.85M -$210K -3,144 -10%
LT
805
Legacy Trust
Michigan
$1.85M – – –
NCM
806
New Capital Management
Texas
$1.83M -$8.09K -121 -0.4%
1SB
807
1ST Source Bank
Indiana
$1.82M – – –
CAL
808
Capital Advisors Ltd
Ohio
$1.82M +$43.2K +647 +2%
HIM
809
Hanlon Investment Management
New Jersey
$1.82M – – –
WAM
810
WealthTrust Asset Management
Florida
$1.81M +$1.81M +27,124 New
SLT
811
St Louis Trust
Missouri
$1.81M – – –
SIG
812
Stonegate Investment Group
Alabama
$1.81M +$30K +449 +2%
SWA
813
Sax Wealth Advisors
New Jersey
$1.81M +$31.8K +475 +2%
BMCM
814
Bryn Mawr Capital Management
Pennsylvania
$1.78M -$13.3K -199 -0.7%
PCM
815
Parsons Capital Management
Rhode Island
$1.78M +$804K +12,029 +82%
EFS
816
Econ Financial Services
Pennsylvania
$1.78M +$1.78M +26,590 New
HFA
817
Highland Financial Advisors
New Jersey
$1.78M -$52.3K -782 -3%
BF
818
Brooklyn FI
New York
$1.77M +$1.58M +21,225 +827%
PPC
819
Park Place Capital
Alabama
$1.77M -$143K -2,136 -7%
EIP
820
Ellis Investment Partners
Pennsylvania
$1.76M +$250K +3,743 +17%
SWPG
821
Strategic Wealth Partners Group
Illinois
$1.76M +$1.09M +16,033 +164%
FPAS
822
Focus Partners Advisor Solutions
Missouri
$1.76M +$304K +4,545 +21%
W
823
WealthOne
New York
$1.74M -$44.9K -672 -3%
IAG
824
Investment Advisory Group
Massachusetts
$1.74M -$291K -4,357 -14%
CL
825
COWA LLC
Oklahoma
$1.73M +$1.56M +345,742 +889%
31 32
33
34 35