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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 %
BA
1551
Bridgewater Associates
Connecticut
– -$6.17M -100,080 Closed
BWM
1552
BCS Wealth Management
Tennessee
– -$5.16M -83,784 Closed
BOC
1553
Bull Oak Capital
California
– -$4.54M -73,643 Closed
CNHF
1554
Conrad N. Hilton Foundation
California
– -$4.54M -73,582 Closed
CFC
1555
Client First Capital
California
– -$4.23M -68,549 Closed
CWM
1556
Capital Wealth Management
Rhode Island
– -$2.57M -41,643 Closed
ACA
1557
Ackerman Capital Advisors
Texas
– -$2.15M -34,836 Closed
AGP
1558
Autumn Glory Partners
Texas
– -$1.59M -25,740 Closed
DLHL
1559
Donald L. Hagan LLC
Florida
– -$877K -14,222 Closed
ClearBridge Investments
1560
ClearBridge Investments
New York
– -$770K -12,497 Closed
HHRDM
1561
H&H Retirement Design & Management
Nevada
– -$815K -12,329 Closed
SG
1562
StoneX Group
New York
– -$751K -12,188 Closed
FFG
1563
Ford Financial Group
California
– -$695K -11,273 Closed
MGP
1564
Metis Global Partners
California
– -$619K -10,038 Closed
WDL
1565
Well Done LLC
Michigan
– -$594K -9,632 Closed
SHWM
1566
Silicon Hills Wealth Management
Texas
– -$561K -9,100 Closed
CQS
1567
Credential Qtrade Securities
– -$474K -7,689 Closed
SWM
1568
Scissortail Wealth Management
Oklahoma
– -$449K -6,774 Closed
PPW
1569
Parcion Private Wealth
Washington
– -$416K -6,752 Closed
PWMG
1570
Prestige Wealth Management Group
New Jersey
– -$368K -5,977 Closed
APA
1571
Astoria Portfolio Advisors
New York
– -$386K -5,793 Closed
RCM
1572
Radnor Capital Management
Pennsylvania
– -$309K -4,860 Closed
JAG
1573
Journey Advisory Group
Kentucky
– -$274K -4,449 Closed
HT
1574
Headlands Technologies
Illinois
– -$274K -4,448 Closed
BWFA
1575
Baltimore-Washington Financial Advisors
Maryland
– -$269K -4,356 Closed
61 62
63
64 65