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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 %
NOI
1376
Newton One Investments
Delaware
$202K – – –
AIA
1377
Ally Invest Advisors
North Carolina
$202K +$202K +3,019 New
KP
1378
Keel Point
Alabama
$202K +$202K +3,016 New
LW
1379
Linscomb Wealth
Texas
$202K +$202K +3,016 New
ACM
1380
AUA Capital Management
Pennsylvania
$201K – – –
AAP
1381
Arax Advisory Partners
Colorado
$199K – – –
MWM
1382
Mascoma Wealth Management
New Hampshire
$198K +$132K +1,917 +198%
RPCA
1383
Running Point Capital Advisors
California
$198K – – –
TSA
1384
Tri-Star Advisors
Texas
$197K +$197K +2,952 New
CBT
1385
Central Bank & Trust
Kentucky
$196K -$23.3K -349 -11%
WP
1386
WealthPLAN Partners
Nebraska
$183K +$183K +2,731 New
HWM
1387
HighMark Wealth Management
Minnesota
$180K -$20K -299 -10%
Commonwealth Equity Services
1388
Commonwealth Equity Services
Massachusetts
$179K -$1.89K -28,310 -1%
HGERS
1389
Householder Group Estate & Retirement Specialist
Arizona
$179K +$179K +2,682 New
ANBT
1390
American National Bank & Trust
Texas
$174K -$95.5K -1,429 -35%
AC
1391
AlphaCore Capital
California
$174K +$174K +2,599 New
AIM
1392
Anchor Investment Management
South Carolina
$172K +$54.1K +809 +46%
KFO
1393
Kopp Family Office
Minnesota
$170K – – –
SHIM
1394
Stone House Investment Management
Pennsylvania
$169K +$169K +2,535 New
CB
1395
Centennial Bank
Arkansas
$168K – – –
HBT
1396
Hills Bank & Trust
Iowa
$167K -$76.3K -1,141 -31%
FCAG
1397
First Capital Advisors Group
New Jersey
$162K -$13K -195 -7%
FMII
1398
Farmers & Merchants Investments Inc
Nebraska
$158K +$22.3K +334 +16%
PMFA
1399
Plante Moran Financial Advisors
Michigan
$158K -$20.6K -308 -12%
CWM
1400
Compass Wealth Management
Connecticut
$157K +$157K +2,350 New
54 55
56
57 58