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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 %
GKWIM
1201
Gerber Kawasaki Wealth & Investment Management
California
$356K +$356K +5,320 New
UBV
1202
United Bank (Virginia)
Virginia
$355K -$8.36K -125 -2%
BCM
1203
Bourgeon Capital Management
Connecticut
$351K – – –
PCIA
1204
Prime Capital Investment Advisors
Kansas
$350K -$673K -10,060 -66%
VFPI
1205
Vantage Financial Partners (Illinois)
Illinois
$349K +$21.7K +325 +7%
SM
1206
Sensible Money
Arizona
$349K -$3.34K -50 -0.9%
BSWA
1207
Bromfield Sneider Wealth Advisors
Massachusetts
$347K – – –
MKA
1208
M. Kulyk & Associates
Georgia
$346K – – –
SC
1209
Schoolcraft Capital
Colorado
$344K – – –
ES
1210
ETF Store
Kansas
$342K +$4.35K +64 +1%
CIG
1211
Cairn Investment Group
Washington
$341K – – –
ZIG
1212
Zullo Investment Group
Pennsylvania
$341K -$29.3K -438 -8%
WJA
1213
Willis Johnson & Associates
Texas
$340K +$60K +898 +21%
Chevy Chase Trust
1214
Chevy Chase Trust
Maryland
$339K +$339K +5,066 New
CW
1215
Connectus Wealth
Ohio
$337K +$11.8K +176 +4%
SFC
1216
Strategic Financial Concepts
Texas
$335K +$335K +5,016 New
LOPW
1217
Live Oak Private Wealth
North Carolina
$334K -$15.4K -231 -4%
EWA
1218
EP Wealth Advisors
California
$333K -$2.35M -38,896 -88%
GWM
1219
Gitterman Wealth Management
New Jersey
$331K -$155K -2,314 -32%
AOWM
1220
Alpha Omega Wealth Management
Virginia
$331K – – –
SC
1221
Stolper & Co
Oklahoma
$330K -$104K -1,561 -24%
FFN
1222
Focus Financial Network
Minnesota
$328K +$4.15K +62 +1%
MA
1223
Modus Advisors
Minnesota
$328K – – –
JIC
1224
Joel Isaacson & Co
New York
$328K -$2.54K -38 -0.8%
RF
1225
Rollins Financial
Georgia
$328K +$31.3K +468 +11%
47 48
49
50 51