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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 %
BFO
1326
Boston Family Office
Massachusetts
$236K – – –
IA
1327
Insight Advisors
Pennsylvania
$234K – – –
QCM
1328
Quantinno Capital Management
New York
$234K – – –
SPWM
1329
Schrum Private Wealth Management
Florida
$233K -$97.5K -1,458 -29%
RFA
1330
Register Financial Advisors
Georgia
$233K -$20.9K -313 -8%
NRWA
1331
North Ridge Wealth Advisors
Oregon
$233K +$233K +3,492 New
SCA
1332
Stonebridge Capital Advisors
Minnesota
$233K +$468 +7 +0.2%
NFSG
1333
Newbridge Financial Services Group
Florida
$233K -$59.3K -887 -20%
TFA
1334
TPG Financial Advisors
Oregon
$230K -$15.1K -226 -6%
CCT
1335
Capital City Trust
Florida
$229K +$229K +3,432 New
MFG
1336
Mendota Financial Group
Wisconsin
$229K – – –
TI
1337
Trexquant Investment
Connecticut
$229K -$181K -2,701 -44%
CSB
1338
City State Bank
Iowa
$229K – – –
FAM
1339
Formidable Asset Management
Ohio
$229K – – –
EWM
1340
Endurance Wealth Management
Rhode Island
$229K +$1.67K +25 +0.7%
GPA
1341
Guerra Pan Advisors
New Jersey
$228K – – –
DWA
1342
Divergent Wealth Advisors
Utah
$227K -$67.5K -1,010 -23%
IWA
1343
IVC Wealth Advisors
Pennsylvania
$227K -$25.7K -384 -10%
GCM
1344
Gallacher Capital Management
Colorado
$227K -$69.3K -1,037 -23%
CCA
1345
Column Capital Advisors
Indiana
$226K – – –
RIS
1346
Retirement Income Solutions
Michigan
$225K -$12.2K -182 -5%
SMA
1347
Sage Mountain Advisors
Georgia
$225K +$178K +2,662 +381%
BC
1348
Burney Company
Virginia
$224K +$224K +3,356 New
TPA
1349
Trivium Point Advisory
Connecticut
$224K -$334 -5 -0.1%
PP
1350
Patten & Patten
Tennessee
$223K +$223K +3,336 New
52 53
54
55 56