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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 %
TPWM
1076
Twelve Points Wealth Management
Massachusetts
$616K +$72.7K +1,087 +13%
VP
1077
Verum Partners
North Carolina
$614K – – –
SCP
1078
Sandhill Capital Partners
New York
$614K +$614K +9,183 New
MAS
1079
Madden Advisory Services
Florida
$611K +$44.3K +663 +8%
JIP
1080
Jaffetilchin Investment Partners
Florida
$610K -$34.6K -518 -5%
CIA
1081
Choate Investment Advisors
Massachusetts
$606K +$137K +2,055 +29%
HG
1082
Harbor Group
New Hampshire
$605K -$67 -1 -0%
OFS
1083
OneAscent Financial Services
Alabama
$605K -$336K -5,033 -36%
TF
1084
Tompkins Financial
New York
$604K -$1.34K -20 -0.2%
IDA
1085
Intelligence Driven Advisers
California
$603K -$212K -3,172 -26%
PA
1086
Planning Alternatives
Michigan
$601K +$38.4K +574 +7%
TNB
1087
Thomasville National Bank
Georgia
$600K +$32.8K +491 +6%
BWM
1088
BCGM Wealth Management
Indiana
$594K -$92.6K -1,385 -13%
RCG
1089
Regatta Capital Group
California
$592K – – –
T
1090
TrueFG
Texas
$582K -$2.81K -42 -0.5%
EW
1091
Evoke Wealth
California
$578K +$40.1K +600 +7%
ERWM
1092
Elk River Wealth Management
Colorado
$578K +$69.3K +1,037 +14%
HFA
1093
High Falls Advisors
New York
$574K -$372K -5,561 -39%
IAA
1094
Ironsides Asset Advisors
North Carolina
$570K +$69K +1,032 +14%
DI
1095
DFPG Investments
Utah
$565K -$3.68K -55 -0.6%
PTC
1096
Philadelphia Trust Company
Pennsylvania
$563K – – –
TVAMP
1097
Tennessee Valley Asset Management Partners
Tennessee
$563K -$178K -2,660 -24%
CWM
1098
Cornerstone Wealth Management
Missouri
$559K +$559K +8,366 New
SWP
1099
Strategic Wealth Partners
Ohio
$559K +$197K +2,953 +55%
UW
1100
Unique Wealth
Florida
$559K -$1.08M -16,219 -66%
42 43
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