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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 %
SYBT
1101
Stock Yards Bank & Trust
Kentucky
$558K -$1.59M -23,795 -74%
FWM
1102
FMB Wealth Management
California
$551K – – –
BOSSRA
1103
B.O.S.S. Retirement Advisors
Utah
$551K +$101K +1,509 +22%
PI
1104
PFG Investments
New York
$550K +$550K +8,228 New
DWP
1105
Daymark Wealth Partners
Ohio
$549K +$271K +4,049 +97%
CCFM
1106
Clear Creek Financial Management
Washington
$547K +$1.81K +27 +0.3%
SB
1107
Simmons Bank
Arkansas
$547K +$166K +2,482 +44%
CWS
1108
Cypress Wealth Services
California
$537K -$85.2K -1,274 -14%
BC
1109
Barrett & Company
Rhode Island
$534K +$5.95K +89 +1%
WCP
1110
Wick Capital Partners
Pennsylvania
$533K -$38.8K -581 -7%
MFS
1111
McNamara Financial Services
Massachusetts
$532K +$5.08K +76 +1%
GWM
1112
GSB Wealth Management
Connecticut
$532K +$7.69K +115 +1%
CHC
1113
City Holding Co
West Virginia
$528K – – –
EBWM
1114
Eagle Bluffs Wealth Management
Missouri
$527K +$527K +7,880 New
HWA
1115
Hilltop Wealth Advisors
North Carolina
$526K -$9.36K -140 -2%
BFA
1116
BMS Financial Advisors
South Dakota
$525K +$525K +7,860 New
MWM
1117
Meridian Wealth Management
Kentucky
$521K +$111K +1,660 +27%
EWM
1118
Empirical Wealth Management
Washington
$521K -$2.34K -35 -0.4%
CAM
1119
CPA Asset Management
Florida
$520K +$77.3K +1,156 +17%
FWIA
1120
Fort Washington Investment Advisors
Ohio
$518K +$2.94K +44 +0.6%
MA
1121
MBA Advisors
Pennsylvania
$512K – – –
AIC
1122
Archer Investment Corporation
Indiana
$510K +$936 +14 +0.2%
EFS
1123
Essex Financial Services
Connecticut
$503K +$16.6K +248 +3%
SWA
1124
SOA Wealth Advisors
New York
$501K +$42.9K +642 +9%
IC
1125
Inscription Capital
Texas
$500K -$936 -14 -0.2%
43 44
45
46 47