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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 %
BWA
851
BlueSky Wealth Advisors
North Carolina
$1.5M -$105K -1,569 -7%
WF
852
Warner Financial
Maryland
$1.5M +$21.1K +316 +1%
CMP
853
Courage Miller Partners
Virginia
$1.49M +$23.5K +352 +2%
ZB
854
Zions Bancorporation
Utah
$1.49M – – –
Lazard Asset Management
855
Lazard Asset Management
New York
$1.49M +$740K +11,071 +99%
CFA
856
Cahill Financial Advisors
Minnesota
$1.48M -$53.9K -806 -4%
TA
857
Tiedemann Advisors
New York
$1.46M +$465K +6,956 +47%
BCA
858
Bay Colony Advisors
Massachusetts
$1.46M +$91.6K +1,376 +7%
BAM
859
Belpointe Asset Management
Nevada
$1.46M +$975K +14,578 +202%
CIA
860
Capital Investment Advisors
Georgia
$1.45M -$8.22K -123 -0.6%
AFS
861
Access Financial Services
Minnesota
$1.45M -$5.62K -84 -0.4%
VCM
862
Vivaldi Capital Management
Illinois
$1.45M -$27.1K -406 -2%
LC
863
Lincoln Capital
Nebraska
$1.45M +$1.81K +27 +0.1%
GPWA
864
Great Point Wealth Advisors
Massachusetts
$1.44M -$10.7K -160 -0.7%
HFS
865
Howard Financial Services
Texas
$1.44M -$56.2K -840 -4%
WAL
866
W Advisors LLC
Tennessee
$1.43M -$334 -5 -0%
GWCM
867
Godshalk Welsh Capital Management
Pennsylvania
$1.43M +$16.7K +250 +1%
NRC
868
New Republic Capital
North Carolina
$1.41M -$55.2K -825 -4%
HSG
869
Helen Stephens Group
Texas
$1.4M – – –
SPIO
870
Seven Post Investment Office
California
$1.4M +$594K +8,886 +74%
EWM
871
Evercore Wealth Management
New York
$1.39M -$13.6K -204 -1%
SFG
872
StrategIQ Financial Group
Indiana
$1.38M -$26.4K -395 -2%
CWM
873
Cabot Wealth Management
Massachusetts
$1.38M -$285K -4,264 -17%
DFC
874
DBK Financial Counsel
Ohio
$1.38M -$16K -240 -1%
KIG
875
Kowal Investment Group
Wisconsin
$1.37M +$351K +5,244 +34%
33 34
35
36 37