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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 %
AI
1151
Accredited Investors
Minnesota
$456K +$136K +2,031 +42%
BI
1152
Berkeley Inc
Idaho
$455K – – –
TP
1153
Tranquility Partners
Tennessee
$452K +$20.5K +306 +5%
PIFP
1154
Partners in Financial Planning
Virginia
$452K -$31.4K -470 -6%
IF
1155
Ironwood Financial
Arizona
$450K +$86.4K +1,292 +24%
GCA
1156
Gradient Capital Advisors
California
$449K – – –
WWM
1157
Wiser Wealth Management
Georgia
$446K +$5.01K +75 +1%
MCA
1158
Maryland Capital Advisors
Maryland
$444K – – –
FFA
1159
Founders Financial Alliance
North Carolina
$443K -$92.3K -1,369 -17%
BTWM
1160
Baker Tilly Wealth Management
Wisconsin
$434K +$208K +3,114 +92%
SWM
1161
SeaCrest Wealth Management
New York
$432K -$28.9K -432 -6%
MFWP
1162
Mosaic Family Wealth Partners
Missouri
$431K -$3.54K -53 -0.8%
PSP
1163
Principal Street Partners
Tennessee
$430K – – –
3LCM
1164
3D/L Capital Management
Connecticut
$429K -$279K -4,171 -39%
NCM
1165
Northwest Capital Management
Oregon
$423K -$183K -2,742 -30%
HCA
1166
Horan Capital Advisors
Ohio
$413K +$413K +6,180 New
PWPS
1167
Pinnacle Wealth Planning Services
Ohio
$407K -$22.5K -336 -5%
AIP
1168
Almanack Investment Partners
Pennsylvania
$407K +$5.21K +78 +1%
LWM
1169
Lyell Wealth Management
California
$405K -$201K -3,000 -33%
CFO
1170
Collective Family Office
Pennsylvania
$404K – – –
OBWG
1171
Onyx Bridge Wealth Group
New York
$403K +$8.49K +127 +2%
IPW
1172
Inlet Private Wealth
Florida
$401K – – –
WCM
1173
Windham Capital Management
Massachusetts
$401K – – –
RT
1174
Rockland Trust
Massachusetts
$400K +$57.3K +857 +17%
KMWM
1175
Keudell/Morrison Wealth Management
Oregon
$397K +$4.68K +70 +1%
45 46
47
48 49