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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 %
CSWM
1401
Cassady Schiller Wealth Management
Ohio
$154K – – –
GWS
1402
Glassman Wealth Services
Virginia
$152K – – –
New York State Common Retirement Fund
1403
New York State Common Retirement Fund
New York
$152K +$8.31K +124 +6%
FPB
1404
First PREMIER Bank
South Dakota
$145K – – –
AP
1405
Atwood & Palmer
Missouri
$139K – – –
GWANC
1406
Guardian Wealth Advisors (North Carolina)
North Carolina
$132K +$55K +822 +72%
TWC
1407
TD Waterhouse Canada
Ontario, Canada
$130K -$69.9K -1,002 -35%
LOIP
1408
Live Oak Investment Partners
Texas
$124K -$115K – –
WWP
1409
WR Wealth Planners
Missouri
$123K -$15K -225 -11%
PO
1410
Private Ocean
California
$123K -$6.95K -104 -5%
MRCM
1411
M&R Capital Management
New Jersey
$121K – – –
MFC
1412
Mechanics Financial Corp
Ohio
$121K – – –
LPIC
1413
LeJeune Puetz Investment Counsel
Michigan
$120K +$120K +1,794 New
TF
1414
TimeScale Financial
Massachusetts
$119K +$119K +1,773 New
EWM
1415
Evermay Wealth Management
Virginia
$111K +$669 +10 +0.6%
Kayne Anderson Rudnick Investment Management
1416
Kayne Anderson Rudnick Investment Management
California
$110K – – –
TFGT
1417
TS Financial Group (TSFG)
Illinois
$110K – – –
OIA
1418
Optimum Investment Advisors
Illinois
$109K +$2.54K +38 +2%
BCPWM
1419
Bradley & Co Private Wealth Management
Florida
$108K – – –
EBA
1420
Eagle Bay Advisors
New York
$107K +$107K +1,600 New
GI
1421
Gradient Investments
Minnesota
$107K +$49.1K +735 +85%
First Manhattan
1422
First Manhattan
New York
$104K -$66.9K -1,000 -39%
SFSG
1423
Sound Financial Strategies Group
Mississippi
$104K -$11.1K -166 -10%
PA
1424
PSI Advisors
Florida
$103K -$1.81K -27 -2%
RMC
1425
Resources Management Corp
Connecticut
$103K +$103K +411 New
55 56
57
58 59