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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 %
KFI
1251
Key Financial Inc
Pennsylvania
$300K -$3.88K -58 -1%
FIA
1252
Foundations Investment Advisors
Arizona
$300K -$12.8K -191 -4%
3IP
1253
3Chopt Investment Partners
Virginia
$299K +$11.5K +172 +4%
APP
1254
Avantax Planning Partners
Iowa
$299K -$70.8K -1,059 -19%
SPA
1255
Sentinel Pension Advisors
Massachusetts
$299K – – –
GAG
1256
GM Advisory Group
New York
$298K – – –
VIM
1257
Vista Investment Management
Pennsylvania
$297K +$56K +837 +23%
EP
1258
Eudaimonia Partners
Tennessee
$296K -$131K -1,960 -31%
BAMG
1259
Brand Asset Management Group
Missouri
$293K -$29.7K -444 -9%
AO
1260
Advisor OS
Illinois
$292K – – –
RP
1261
Rowlandmiller & Partners
Georgia
$291K – – –
BLC
1262
Brown, Lisle/Cummings
Rhode Island
$291K +$164K +2,460 +130%
WJWM
1263
Williams Jones Wealth Management
New York
$290K +$51.2K +766 +21%
FHC
1264
First Heartland Consultants
Missouri
$289K -$2.81K -42 -1%
GF
1265
Gries Financial
Ohio
$288K +$12.4K +185 +4%
LWP
1266
Laurel Wealth Planning
Minnesota
$288K – – –
FCA
1267
FLC Capital Advisors
California
$288K -$71.9K -1,076 -20%
SWA
1268
SFMG Wealth Advisors
Texas
$288K +$63.8K +955 +29%
PA
1269
Pinnacle Associates
New York
$285K +$285K +4,268 New
T
1270
TRUADVICE
Florida
$285K +$285K +4,141 New
KWM
1271
KFG Wealth Management
Indiana
$284K +$284K +4,132 New
GSAM
1272
Grant Street Asset Management
Pennsylvania
$283K -$123K -1,838 -30%
RCM
1273
Raleigh Capital Management
North Carolina
$280K -$47.1K -704 -14%
BA
1274
Ballast Advisors
Minnesota
$278K +$3.14K +47 +1%
SA
1275
Scarborough Advisors
Maryland
$278K -$60.2K -901 -18%
49 50
51
52 53