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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 %
KWM
1176
Keebeck Wealth Management
Illinois
$396K -$99.5K -1,489 -20%
ACM
1177
Alamar Capital Management
California
$396K -$63.5K -950 -14%
BHIA
1178
Birch Hill Investment Advisors
Massachusetts
$395K – – –
LFG
1179
Leverty Financial Group
Wisconsin
$395K +$31.8K +475 +9%
AP
1180
Appleton Partners
Massachusetts
$394K -$10.2K -152 -3%
HIP
1181
HUB Investment Partners
Texas
$392K -$137K -2,047 -26%
MWM
1182
MorganRosel Wealth Management
Colorado
$392K – – –
LB
1183
Leo Brokerage
Texas
$389K +$389K +5,819 New
GSC
1184
G&S Capital
Colorado
$389K +$151K +2,263 +64%
NFG
1185
Northeast Financial Group
Pennsylvania
$388K -$67 -1 -0%
RI
1186
Ridgewood Investments
New Jersey
$387K – – –
FWA
1187
FSC Wealth Advisors
New York
$384K -$73.9K -1,106 -16%
AFP
1188
Ausdal Financial Partners
Iowa
$383K +$869 +13 +0.2%
CPP
1189
Capasso Planning Partners
South Carolina
$383K – – –
ACA
1190
Aptus Capital Advisors
Alabama
$379K -$28K -419 -7%
ACM
1191
Ategra Capital Management
Virginia
$378K -$51.3K -783 -12%
M
1192
MOTCO
Texas
$369K -$51.6K -772 -12%
BHBT
1193
Burke & Herbert Bank & Trust
Virginia
$369K +$6.42K +96 +2%
RB
1194
Renasant Bank
Mississippi
$368K -$512K -7,664 -58%
GAM
1195
Gould Asset Management
California
$366K +$6.35K +95 +2%
SBWIC
1196
Schaper Benz & Wise Investment Counsel
Wisconsin
$365K – – –
C
1197
Certuity
Florida
$365K – – –
NWA
1198
New World Advisors
Massachusetts
$361K -$45.3K -677 -11%
GA
1199
GoalVest Advisory
New York
$360K +$350K +5,236 +3,662%
WTFG
1200
Wells Trecaso Financial Group
Ohio
$357K +$357K +5,345 New
46 47
48
49 50