IEFA icon

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 %
GKIM
1426
GW&K Investment Management
Massachusetts
$103K +$103K +1,544 New
GIA
1427
Goodwin Investment Advisory
Georgia
$100K -$32.9K -492 -25%
AWM
1428
Accel Wealth Management
Iowa
$97.1K – – –
TIM
1429
Thompson Investment Management
Wisconsin
$95.7K +$95.7K +1,431 New
TH
1430
TCTC Holdings
Texas
$94.7K – – –
CT
1431
Clearstead Trust
Maine
$92.1K +$42.1K +630 +84%
BCMLT
1432
Beacon Capital Management LLC (Tennessee)
Tennessee
$90.6K -$77.5K -1,160 -46%
CNBTD
1433
Citizens National Bank Trust Department
Mississippi
$90.2K – – –
CCM
1434
Chilton Capital Management
Texas
$88.2K +$88.2K +1,320 New
RG
1435
Retirement Group
California
$87K -$3.34K -50 -4%
ST
1436
Smithfield Trust
Pennsylvania
$86K – – –
TCCM
1437
Timber Creek Capital Management
Massachusetts
$85.9K – – –
CSPAM
1438
Cary Street Partners Asset Management
Virginia
$85K – – –
IAS
1439
IMA Advisory Services
Colorado
$82.3K – – –
AWM
1440
Angeles Wealth Management
California
$80K – – –
BONH
1441
Bank of New Hampshire
New Hampshire
$76.7K – – –
AIM
1442
Arcadia Investment Management
Michigan
$75.7K – – –
DAM
1443
Delta Asset Management
Tennessee
$75.5K – – –
TC
1444
Tacita Capital
Ontario, Canada
$74K – – –
TWM
1445
Tradition Wealth Management
Minnesota
$74K +$31.4K +473 +74%
C
1446
Cliffwater
California
$69.3K – – –
SA
1447
SRH Advisors
Kansas
$69K – – –
MTIC
1448
Missouri Trust & Investment Company
Missouri
$66.9K – – –
CHA
1449
Carmichael Hill & Associates
Maryland
$62K +$1.67K +25 +3%
FRA
1450
Front Row Advisors
California
$58K +$7.15K +107 +14%
56 57
58
59 60