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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
$5.6B
2
US Bancorp
US Bancorp
Minnesota
$1.78B
3
GC
Grimes & Company
Massachusetts
$251M
4
LPL Financial
LPL Financial
California
$2.09B
5
BP
Ballentine Partners
Massachusetts
$319M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$10.6B
2
Jane Street
Jane Street
New York
$146M
3
GSIS
Global Strategic Investment Solutions
Arizona
$83.9M
4
TF
TIAA FSB
Florida
$4.07B
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$553M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
76
Passaic Partners
New Jersey
$130M -$4.89M -73,200 -4%
Nuveen Asset Management
77
Nuveen Asset Management
Illinois
$128M +$658K +9,841 +0.5%
MWM
78
Modera Wealth Management
New Jersey
$123M +$5.39M +80,563 +5%
APCM
79
Alaska Permanent Capital Management
Alaska
$122M +$12.8M +191,555 +12%
CFG
80
CKW Financial Group
Hawaii
$119M -$544K -8,141 -0.5%
FLPIM
81
F.L. Putnam Investment Management
Massachusetts
$119M +$23.8M +356,730 +25%
TI
82
Truepoint Inc
Ohio
$118M -$1.92M -28,686 -2%
HHGA
83
Halbert Hargrove Global Advisors
California
$114M -$434K -6,496 -0.4%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$113M +$105M +1,569,913 +1,351%
FBFS
85
First Business Financial Services
Wisconsin
$111M +$3.82M +57,120 +4%
HWA
86
Heritage Wealth Advisors
Virginia
$111M +$1.41M +21,154 +1%
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$108M -$8.67M -129,650 -7%
MML Investors Services
88
MML Investors Services
Massachusetts
$108M +$10.8M +162,260 +11%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$107M -$2.08M -31,166 -2%
AWE
90
Avidian Wealth Enterprises
Texas
$104M +$11.3M +169,773 +12%
Corient Private Wealth
91
Corient Private Wealth
Florida
$101M +$52.8M +790,244 +109%
VWM
92
Venturi Wealth Management
Texas
$99.2M +$5.24M +78,450 +6%
CAN
93
Cetera Advisor Networks
California
$98.1M +$2.15M +32,099 +2%
CWM
94
Connecticut Wealth Management
Connecticut
$86.5M +$11.8M +176,238 +16%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$84.7M -$66.1M -988,350 -44%
GSIS
96
Global Strategic Investment Solutions
Arizona
$83.9M -$208M -3,118,375 -71%
MCM
97
MAI Capital Management
Ohio
$83.4M +$2.58M +38,619 +3%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$82.9M +$10.8M +160,957 +15%
UB
99
UMB Bank
Missouri
$81.9M +$6.34M +94,870 +8%
SWM
100
SigFig Wealth Management
California
$81.8M +$16.1M +240,737 +25%
2 3
4
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