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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 %
BFEC
1476
Benjamin F. Edwards & Company
Missouri
$39K -$327K -4,829 -89%
BWP
1477
Baldwin Wealth Partners
Massachusetts
$35.7K -$12.8K -192 -26%
AWM
1478
Aspire Wealth Management
Massachusetts
$32.7K +$32.7K +489 +48,900%
RFA
1479
Resurgent Financial Advisors
Georgia
$31K – – –
GEA
1480
Glen Eagle Advisors
New Jersey
$28.7K -$8.62K -129 -23%
SIS
1481
Sound Income Strategies
Florida
$28.2K +$12.4K +185 +78%
TFP
1482
Tilia Fiduciary Partners
North Carolina
$28.1K – – –
HWA
1483
HHM Wealth Advisors
Tennessee
$27.9K – – –
AIA
1484
Arcadia Investment Advisors
Idaho
$26.5K – – –
HDIM
1485
Hanson & Doremus Investment Management
Vermont
$24K – – –
2L
1486
25 LLC
Missouri
$23.8K +$23.8K +345 New
AWM
1487
Atticus Wealth Management
Florida
$23.7K – – –
JWM
1488
Janiczek Wealth Management
Colorado
$23.5K +$3.83K +56 +19%
FMTCOCP
1489
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K +$22K +325 New
CSC
1490
Caldwell Sutter Capital
California
$21.3K +$21.3K +319 New
TCM
1491
Tradewinds Capital Management
Washington
$20.9K -$23.3K -348 -53%
HCP
1492
Hexagon Capital Partners
Arkansas
$20.7K – – –
SN
1493
Sittner & Nelson
Oregon
$19.1K – – –
EL
1494
EMFO LLC
Florida
$18.6K – – –
TSW
1495
Thompson Siegel & Walmsley
Virginia
$18K -$13.5K -207 -43%
FA
1496
Fortis Advisors
Pennsylvania
$17.6K +$4.81K +72 +38%
CAM
1497
Costello Asset Management
Pennsylvania
$17.2K – – –
VNA
1498
Valley National Advisers
Pennsylvania
$17K – – –
PP
1499
Pacifica Partners
Canada
$17K – – –
ATC
1500
Adirondack Trust Company
New York
$16.8K +$16.8K +252 New
58 59
60
61 62