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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 %
TCM
1051
TD Capital Management
Tennessee
$671K +$129K +1,931 +24%
DCM
1052
Dudley Capital Management
Virginia
$662K -$22.3K -333 -3%
VFPW
1053
Vantage Financial Partners (Wisconsin)
Wisconsin
$662K +$662K +9,901 New
SWP
1054
ShoreHaven Wealth Partners
New Jersey
$658K -$629K -9,404 -49%
CCA
1055
Cobblestone Capital Advisors
New York
$656K -$37K -554 -5%
PFBT
1056
Parkside Financial Bank & Trust
Missouri
$655K +$94.7K +1,417 +17%
AA
1057
Advisory Alpha
Michigan
$653K +$26.5K +397 +4%
MSFS
1058
Main Street Financial Solutions
Pennsylvania
$649K – – –
RRA
1059
Round Rock Advisors
Connecticut
$649K +$12.2K +182 +2%
IAG
1060
Investmark Advisory Group
Connecticut
$648K +$2.21K +33 +0.3%
WMA
1061
West Michigan Advisors
Michigan
$647K +$7.62K +114 +1%
WC
1062
Waterloo Capital
Texas
$646K +$646K +9,660 New
EP
1063
Edgestream Partners
New Jersey
$644K +$644K +9,631 New
SWM
1064
Sugarloaf Wealth Management
Georgia
$643K -$31.6K -472 -5%
SBH
1065
Segall Bryant & Hamill
Illinois
$638K -$156K -2,330 -20%
9WM
1066
9258 Wealth Management
Ohio
$636K +$91.1K +1,362 +17%
C
1067
CEDRUS
Colorado
$634K -$14.8K -221 -2%
MWM
1068
Maripau Wealth Management
Indiana
$630K +$47.1K +705 +8%
IWMWV
1069
Ironwood Wealth Management (West Virginia)
West Virginia
$627K – – –
MLA
1070
My Legacy Advisors
Oregon
$626K -$74.2K -1,106 -11%
RJTCONH
1071
Raymond James Trust Company of New Hampshire
New Hampshire
$625K -$267K -3,990 -30%
CPW
1072
Catalyst Private Wealth
California
$622K +$63K +943 +11%
LFG
1073
Larson Financial Group
Missouri
$621K +$62.6K +936 +11%
SOS
1074
Silver Oak Securities
Tennessee
$620K +$38.7K +579 +7%
GWM
1075
Grand Wealth Management
Michigan
$617K -$39.5K -591 -6%
41 42
43
44 45