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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 %
AA
1526
AlphaMark Advisors
Kentucky
$9K +$9K +130 New
BCM
1527
Blume Capital Management
California
$8.49K – – –
VCM
1528
Vigilant Capital Management
Maine
$7K -$61.2K -961 -90%
VCM
1529
Versant Capital Management
Arizona
$5.21K – – –
KC
1530
Kenfarb & Co
Kentucky
$5.15K – – –
CMP
1531
Coston McIsaac & Partners
Maine
$5K -$41.1K -666 -89%
CPA
1532
Cardiff Park Advisors
California
$4.55K – – –
FGAM
1533
Financial Gravity Asset Management
Texas
$4.53K +$4.52K +67,719 +109,224%
TWA
1534
TCI Wealth Advisors
Arizona
$4.35K -$3.48K -52 -44%
LWCFA
1535
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.61K +$3.61K +54 New
CWA
1536
Clearview Wealth Advisors
Oregon
$3.31K -$4.73K -70 -59%
FWM
1537
Focused Wealth Management
New York
$3.21K -$23.9K -357 -88%
VF
1538
VitalStone Financial
Texas
$3K +$1.96K +15 +188%
KM
1539
Kalos Management
Georgia
$2.88K +$2.88K +43 New
FCAS
1540
First Command Advisory Services
Texas
$1.84K – – –
CPFP
1541
Clear Perspectives Financial Planning
Ohio
$1.47K -$11.3K -169 -88%
AA
1542
Addison Advisors
Vermont
$1.34K -$2.61K -39 -66%
IWP
1543
IAG Wealth Partners
Wisconsin
$267 – – –
RWM
1544
Ruedi Wealth Management
Illinois
$247 – – –
BIA
1545
Bell Investment Advisors
California
$134 – – –
SGC
1546
Slocum, Gordon & Co
Rhode Island
$134 – – –
AC
1547
Allstate Corporation
Illinois
– -$33.1M -536,826 Closed
ACM
1548
Avalon Capital Management
California
– -$12.3M -199,402 Closed
GCM
1549
G2 Capital Management
Ohio
– -$11.2M -180,953 Closed
TSS
1550
Two Sigma Securities
New York
– -$6.54M -106,141 Closed
60 61
62
63 64