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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 %
ACA
1226
Anchor Capital Advisors
Massachusetts
$325K – – –
BWA
1227
Burt Wealth Advisors
Maryland
$324K – – –
RA
1228
Rockingstone Advisors
Massachusetts
$320K – – –
MA
1229
MJP Associates
Connecticut
$319K – – –
CW
1230
Channel Wealth
California
$318K +$318K +4,761 New
BBW
1231
Blue Barn Wealth
Utah
$318K -$7.55K -113 -2%
NSB
1232
Norway Savings Bank
Maine
$318K +$50.2K +751 +19%
FNBOO
1233
First National Bank of Omaha
Nebraska
$318K -$8.36K -125 -3%
IRC
1234
Investors Research Corp
Georgia
$316K +$802 +12 +0.3%
PWP
1235
Phillips Wealth Planners
Mississippi
$315K -$22.1K -321 -7%
AWA
1236
Alta Wealth Advisors
Massachusetts
$313K +$12.9K +193 +4%
RGC
1237
Roberts, Glore & Co
Illinois
$313K – – –
FWA
1238
FSM Wealth Advisors
Ohio
$310K – – –
RFA
1239
RTD Financial Advisors
Pennsylvania
$309K – – –
BA
1240
Bellwether Advisors
Nebraska
$309K -$46.7K -698 -13%
KAM
1241
KEB Asset Management
Illinois
$307K – – –
BRA
1242
Biechele Royce Advisors
Indiana
$306K +$306K +4,588 New
EIA
1243
Edgemoor Investment Advisors
Maryland
$306K -$30.8K -461 -9%
ECM
1244
Elgethun Capital Management
South Dakota
$305K – – –
CG
1245
Caprock Group
Idaho
$305K +$10K +150 +3%
VPP
1246
Vertex Planning Partners
Illinois
$305K -$53.1K -795 -15%
CPIG
1247
Chicago Partners Investment Group
Illinois
$304K -$29.5K -428 -9%
RPGK
1248
Retirement Planning Group (Kansas)
Kansas
$304K -$71.1K -1,064 -19%
LHC
1249
Little House Capital
Massachusetts
$304K -$12.5K -187 -4%
ETIA
1250
Epic Trust Investment Advisors
Washington
$301K +$301K +4,497 New
48 49
50
51 52