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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,736 hedge funds and large institutions have $97.9B invested in iShares Core MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 717 increasing their positions, 608 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,736
Holders Change
+163
Holders Change %
+10.36%
% of All Funds
25.45%
Holding in Top 10
338
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+9.74%
% of All Funds
4.95%
New
246
Increased
717
Reduced
608
Closed
59
Calls
$12.2M
Puts
$4.27M
Net Calls
+$7.97M
Net Calls Change
+$1.61M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.12B
2
Goldman Sachs
Goldman Sachs
New York
+$891M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$409M
4
Bank of America
Bank of America
North Carolina
+$341M
5
Wells Fargo
Wells Fargo
California
+$274M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$226M
2
BlackRock
BlackRock
New York
-$174M
3
BL
Balentine LLC
Georgia
-$153M
4
UBS Group
UBS Group
Switzerland
-$130M
5
Jane Street
Jane Street
New York
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
826
Orrstown Financial Services
Pennsylvania
$2.19M +$2.19M +31,120 New
LP
827
LGL Partners
Pennsylvania
$2.19M +$474K +6,732 +28%
VA
828
Valmark Advisers
Ohio
$2.18M -$406K -5,773 -16%
CTA
829
Colonial Trust Advisors
South Carolina
$2.16M -$57K -810 -3%
CM
830
Columbus Macro
Pennsylvania
$2.16M -$2.34M -33,471 -52%
RIA
831
Realta Investment Advisors
Delaware
$2.15M +$438K +6,224 +26%
LC
832
LTG Capital
Massachusetts
$2.14M -$10.6K -150 -0.5%
LFAS
833
Level Four Advisory Services
Texas
$2.12M -$165K -2,345 -7%
EPP
834
ETF Portfolio Partners
Kansas
$2.12M -$2.67K -38 -0.1%
CAL
835
Capital Advisors Ltd
Ohio
$2.11M +$43.8K +623 +2%
LNWWM
836
Laird Norton Wetherby Wealth Management
California
$2.1M -$2.64M -37,563 -56%
SRC
837
Shufro Rose & Co
New York
$2.1M -$21.1K -328 -1%
SC
838
Schiavi & Co
Delaware
$2.1M +$1.41K +20 +0.1%
PCM
839
Parsons Capital Management
Rhode Island
$2.08M -$26.1K -371 -1%
RI
840
Rinkey Investments
California
$2.08M +$2.08M +29,531 New
IAA
841
Independent Advisor Alliance
North Carolina
$2.06M -$844 -12 -0%
MA
842
MAS Advisors
Florida
$2.02M – – –
IAG
843
Investment Advisory Group
Massachusetts
$2M -$31.1K -442 -2%
PIA
844
Pinion Investment Advisors
Kansas
$2M +$31K +441 +2%
RPSA
845
Richard P. Slaughter Associates
Texas
$1.99M -$149K -2,123 -7%
LWM
846
LongView Wealth Management
Georgia
$1.99M +$1.99M +28,701 New
FI
847
Financial Insights
Washington
$1.98M -$12.2K -174 -0.6%
AFG
848
Atomi Financial Group
New York
$1.98M +$585K +8,310 +42%
JFG
849
JDM Financial Group
Texas
$1.97M +$703 +10 +0%
ACM
850
Advisors Capital Management
New Jersey
$1.97M +$480K +6,829 +32%
32 33
34
35 36