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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 %
NPP
951
New Potomac Partners
Maryland
$993K -$18.2K -272 -2%
WWA
952
WCG Wealth Advisors
Nevada
$992K -$14K -209 -1%
FCP
953
Fidelis Capital Partners
Florida
$983K +$983K +14,233 New
HW
954
Hamilton Wealth
California
$981K +$512K +7,664 +109%
RWM
955
Rockwood Wealth Management
Pennsylvania
$976K -$869 -13 -0.1%
PB
956
Pinnacle Bancorp
Nebraska
$976K +$165K +2,470 +20%
PP
957
Pegasus Partners
Wisconsin
$967K +$73.7K +1,102 +8%
TPW
958
TL Private Wealth
Texas
$965K -$29.4K -440 -3%
JFG
959
JMG Financial Group
Illinois
$961K +$17.1K +255 +2%
BDF
960
Black Diamond Financial
Maryland
$960K – – –
RA
961
Rise Advisors
New York
$959K -$165K -2,461 -15%
FHA
962
Flagship Harbor Advisors
Massachusetts
$953K +$16.3K +244 +2%
BTI
963
Blue Trust Inc
Georgia
$941K -$5.09M -82,525 -84%
EK
964
Evensky & Katz
Florida
$941K -$47.1K -705 -5%
HNB
965
Huntington National Bank
Ohio
$928K -$1.09M – –
OW
966
Olistico Wealth
Oklahoma
$926K +$67.8K +1,014 +8%
TC
967
Trilogy Capital
California
$924K +$122K +1,821 +15%
MWM
968
Madison Wealth Management
Ohio
$921K -$24K -359 -3%
LSPW
969
Lake Street Private Wealth
Illinois
$917K -$158K -2,357 -15%
TI
970
Tidal Investments
Wisconsin
$915K +$361K +5,407 +65%
KWM
971
Kingsview Wealth Management
Oregon
$913K -$109K -1,628 -11%
MFG
972
MidWestOne Financial Group
Iowa
$907K +$43.7K +653 +5%
BW
973
BIP Wealth
Georgia
$904K +$904K +13,014 New
SSW
974
Stone Summit Wealth
Florida
$895K +$36.4K +545 +4%
AWA
975
Amplius Wealth Advisors
Pennsylvania
$890K -$62.8K -939 -7%
37 38
39
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