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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 %
ACM
1301
Argent Capital Management
Missouri
$254K +$254K +3,805 New
HIMCH
1302
Hartford Investment Management Co (HIMCO)
Connecticut
$254K +$254K +3,800 New
NWMG
1303
National Wealth Management Group
Ohio
$254K +$254K +3,715 New
CP
1304
Coho Partners
Pennsylvania
$254K +$254K +3,795 New
MAG
1305
Mayfair Advisory Group
Alabama
$254K +$8.62K +126 +4%
ISL
1306
Ingalls & Snyder LLC
New York
$253K +$253K +3,785 New
CPSC
1307
Carl P. Sherr & Co
Massachusetts
$253K – – –
BPWM
1308
Badgley Phelps Wealth Managers
Washington
$252K +$252K +3,777 New
FAM
1309
Forte Asset Management
New York
$252K -$3.94K -59 -2%
TF
1310
Theory Financial
Colorado
$251K +$251K +3,757 New
KCFA
1311
Key Client Fiduciary Advisors
New Jersey
$249K – – –
WCFA
1312
Walkner Condon Financial Advisors
Wisconsin
$249K +$249K +3,729 New
LGWM
1313
Litman Gregory Wealth Management
California
$248K -$1.61M -24,365 -87%
SAM
1314
Satovsky Asset Management
New York
$248K +$29.7K +449 +14%
OPWM
1315
Oxinas Partners Wealth Management
Indiana
$248K – – –
FPGK
1316
Financial Partners Group (Kansas)
Kansas
$248K +$46.9K +702 +23%
RW
1317
Regimen Wealth
Georgia
$247K +$138K +4,783 +127%
HIF
1318
Hill Island Financial
Michigan
$245K – – –
AWG
1319
Altus Wealth Group
Colorado
$242K +$242K +3,627 New
PFG
1320
Pinnacle Financial Group
Illinois
$242K – – –
CCWM
1321
Cassaday & Co Wealth Management
Virginia
$241K -$43.2K -646 -15%
FFM
1322
Forum Financial Management
Illinois
$240K +$240K +3,592 New
DA
1323
Detalus Advisors
Missouri
$240K +$240K +3,592 New
BF
1324
BOK Financial
Oklahoma
$239K -$1.03M -15,444 -81%
CWP
1325
Concord Wealth Partners
Virginia
$237K -$188K -2,811 -44%
51 52
53
54 55