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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 %
CWA
976
CM Wealth Advisors
Ohio
$890K – – –
CT
977
Cambridge Trust
Massachusetts
$878K -$1.86M -27,887 -68%
SW
978
StrongBox Wealth
Missouri
$875K +$875K +13,088 New
CAP
979
Columbia Advisory Partners
Washington
$874K -$3.27M -48,911 -79%
CIC
980
Carnegie Investment Counsel
Ohio
$873K -$45.5K -681 -5%
TCM
981
Tufton Capital Management
Maryland
$872K -$2.41K -36 -0.3%
JFA
982
JNBA Financial Advisors
Minnesota
$866K +$7.89K +118 +0.9%
CPRC
983
Consolidated Portfolio Review Corp
New York
$855K +$855K +12,787 New
FNC
984
First National Corp
Massachusetts
$851K +$70.8K +1,059 +9%
FNBT
985
FineMark National Bank & Trust
Florida
$851K +$76.9K +1,151 +10%
HWA
986
HCR Wealth Advisors
California
$851K +$430K +6,435 +102%
CAM
987
Columbia Asset Management
Michigan
$849K +$129K +1,935 +18%
EDRIA
988
Edmonds Duncan Registered Investment Advisors
Kansas
$849K – – –
OSAM
989
O'Shaughnessy Asset Management
Connecticut
$843K +$104K +1,553 +14%
PIA
990
Perennial Investment Advisors
California
$839K +$839K +12,541 New
VCS
991
Vaughan & Co Securities
New Jersey
$832K – – –
CWP
992
Cyndeo Wealth Partners
Florida
$826K +$57.3K +857 +7%
HPC
993
HM Payson & Co
Maine
$825K +$158K +2,366 +24%
HCM
994
Hengehold Capital Management
Ohio
$820K -$201 -3 -0%
EWM
995
EPG Wealth Management
Georgia
$815K +$49.1K +734 +6%
SC
996
SouthState Corp
Florida
$813K +$171K +2,551 +27%
CF
997
Cantor Fitzgerald
New York
$811K -$139K -2,076 -15%
CW
998
CreativeOne Wealth
Kansas
$811K +$140K +2,088 +21%
TWA
999
Talisman Wealth Advisors
New Jersey
$810K -$12.3K -184 -1%
RWIA
1000
Roger Wittlin Investment Advisory
California
$807K +$807K +12,074 New
38 39
40
41 42