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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
$5.6B
2
US Bancorp
US Bancorp
Minnesota
$1.78B
3
GC
Grimes & Company
Massachusetts
$251M
4
LPL Financial
LPL Financial
California
$2.09B
5
BP
Ballentine Partners
Massachusetts
$319M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$10.6B
2
Jane Street
Jane Street
New York
$146M
3
GSIS
Global Strategic Investment Solutions
Arizona
$83.9M
4
TF
TIAA FSB
Florida
$4.07B
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$553M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$81.6M -$1.59M -23,781 -2%
NA
102
Nottingham Advisors
New York
$81.5M +$565K +8,445 +0.7%
EH
103
Equitable Holdings
New York
$80.5M -$7.24M -108,335 -8%
VC
104
Vicus Capital
Pennsylvania
$80M -$2.36M -35,365 -3%
CAL
105
Capital Analysts LLC
Pennsylvania
$80M +$28M +419,301 +54%
UOC
106
University of Chicago
Illinois
$79.9M +$79.9M +1,195,200 New
JCM
107
Janney Capital Management
Pennsylvania
$78.8M -$2.04M -30,452 -3%
RWM
108
RKL Wealth Management
Pennsylvania
$77M -$1.35M -20,153 -2%
FFBTD
109
First Financial Bank - Trust Division
Ohio
$76.4M +$1.54M +23,098 +2%
LMIM
110
Lockheed Martin Investment Management
Maryland
$75.1M +$8.2M +122,700 +12%
GC
111
Gratus Capital
Georgia
$73.6M +$12.2M +182,105 +20%
RIA
112
Retirement Investment Advisors
Oklahoma
$72.3M +$54.7M +818,679 +312%
FFA
113
Fragasso Financial Advisors
Pennsylvania
$71.7M +$35.9M +536,684 +100%
W
114
Wealthquest
Ohio
$71M +$1.59M +23,713 +2%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$69.1M +$857K +12,824 +1%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$68.8M +$4.92M +73,651 +8%
Neuberger Berman Group
117
Neuberger Berman Group
New York
$68.8M -$5.5M -82,329 -7%
SFBLI
118
Southern Farm Bureau Life Insurance
Mississippi
$68.6M +$68.6M +1,026,784 New
RFC
119
Regions Financial Corp
Alabama
$67.7M +$2.73M +40,805 +4%
MGIA
120
Moneta Group Investment Advisors
Missouri
$67.2M +$13.9M +207,608 +26%
BC
121
Bartlett & Co
Ohio
$66.2M +$2.82M +42,238 +4%
BCWM
122
Bartlett & Co Wealth Management
Ohio
$66.2M +$2.82M +42,238 +4%
HFS
123
Hantz Financial Services
Michigan
$65.7M +$14.3M +214,275 +28%
ECG
124
Edge Capital Group
Georgia
$62.2M +$11.9M +177,393 +24%
CFFP
125
Center for Financial Planning
Michigan
$61.7M -$161K -2,411 -0.3%
3 4
5
6 7