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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 %
SFA
1276
Seneca Financial Advisors
New York
$278K – – –
TH
1277
Team Hewins
California
$277K – – –
SI
1278
Stephens Inc
Arkansas
$276K +$49.9K +747 +22%
DI
1279
DDFG Inc
California
$276K -$28.7K -429 -9%
MCM
1280
Mitchell Capital Management
Kansas
$273K – – –
LWMNY
1281
Landmark Wealth Management (New York)
New York
$273K -$4.62K -69 -2%
TFA
1282
Tobias Financial Advisors
Florida
$272K -$437K -6,531 -62%
PPP
1283
Private Portfolio Partners
New Jersey
$270K -$146K -2,179 -35%
JWM
1284
JFG Wealth Management
Colorado
$268K +$268K +4,016 New
CGPCS
1285
Capital Group Private Client Services
California
$268K +$6.55K +98 +3%
LCM
1286
Logan Capital Management
Pennsylvania
$268K -$6.15K -92 -2%
CDH
1287
Charles D. Hyman
$267K – – –
KCM
1288
Kathmere Capital Management
Pennsylvania
$267K -$48.1K -720 -15%
T
1289
TNF
Montana
$266K – – –
RFN
1290
RDA Financial Network
Iowa
$265K +$6.62K +99 +3%
DIA
1291
Dana Investment Advisors
Wisconsin
$265K +$265K +3,957 New
PVI
1292
Pine Valley Investments
New Jersey
$264K +$264K +5,699 New
BWA
1293
Beam Wealth Advisors
Louisiana
$264K -$23.1K -346 -8%
IPW
1294
Intergy Private Wealth
Colorado
$262K +$262K +3,917 New
PWM
1295
PBMares Wealth Management
Virginia
$261K -$60K -897 -19%
KOC
1296
Koss-Olinger Consulting
Florida
$261K -$142K -2,124 -35%
SB
1297
Strategic Blueprint
Georgia
$260K -$12.8K -192 -5%
FMP
1298
Financial Management Professionals
Texas
$259K +$6.89K +103 +3%
BFG
1299
Baron Financial Group
New Jersey
$257K -$19.1K -285 -7%
GAM
1300
Gemmer Asset Management
California
$255K +$255K +3,812 New
50 51
52
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