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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
$5.6B
2
US Bancorp
US Bancorp
Minnesota
$1.78B
3
GC
Grimes & Company
Massachusetts
$251M
4
LPL Financial
LPL Financial
California
$2.09B
5
BP
Ballentine Partners
Massachusetts
$319M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$10.6B
2
Jane Street
Jane Street
New York
$146M
3
GSIS
Global Strategic Investment Solutions
Arizona
$83.9M
4
TF
TIAA FSB
Florida
$4.07B
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$553M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$60.2M +$16.4M +245,754 +37%
SFI
127
SPC Financial Inc
Maryland
$59.5M +$2.18M +32,549 +4%
RWM
128
Ritholtz Wealth Management
New York
$59.4M -$100K -1,499 -0.2%
BWA
129
BDO Wealth Advisors
Florida
$57.9M +$2.24M +33,570 +4%
CW
130
Cabot-Wellington
Massachusetts
$57.2M +$323K +4,835 +0.6%
WANY
131
Wealthspire Advisors (New York)
New York
$57.2M -$626K -9,369 -1%
Macquarie Group
132
Macquarie Group
Australia
$56.3M +$1.33M +19,963 +2%
TCBWMS
133
Texas Capital Bank Wealth Management Services
Texas
$56.2M +$12.7M +190,496 +29%
B
134
Bailard
California
$55.4M +$653K +9,775 +1%
RCAG
135
Rehmann Capital Advisory Group
Michigan
$55.2M +$3.16M +47,322 +6%
AHSW
136
Adventist Health System West
California
$54.7M – – –
Mackenzie Financial
137
Mackenzie Financial
Ontario, Canada
$54.4M -$5.74M -85,805 -10%
MSA
138
Mason Street Advisors
Wisconsin
$53.7M +$6.97M +104,300 +15%
PI
139
PFS Investments
Georgia
$52.7M +$933K +13,890 +2%
IB
140
Intrust Bank
Kansas
$52.4M +$1.94M +29,062 +4%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$51.3M -$9.52M -142,401 -16%
PA
142
Parallel Advisors
California
$51.2M -$12.4M -184,888 -19%
FNT
143
First National Trust
Pennsylvania
$50.8M +$5.15M +77,104 +11%
AWA
144
Aaron Wealth Advisors
Illinois
$50.8M +$8.75M +130,938 +21%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$50.1M -$408K -6,456 -0.8%
MCWS
146
McKinley Carter Wealth Services
West Virginia
$49.7M +$7.11M +106,389 +17%
BWM
147
Baystate Wealth Management
Massachusetts
$49.5M -$265K -3,967 -0.5%
OWM
148
Orgel Wealth Management
Wisconsin
$48.6M +$339K +5,070 +0.7%
DT
149
Diversified Trust
Tennessee
$48.6M -$2.14M -32,053 -4%
GH
150
Geisinger Health
Pennsylvania
$48.2M -$19.1M -286,000 -28%
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