IEFA icon

iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,573 hedge funds and large institutions have $83.3B invested in iShares Core MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 727 increasing their positions, 571 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
+28
Holders Change %
+1.81%
% of All Funds
24.81%
Holding in Top 10
307
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.84%
New
109
Increased
727
Reduced
571
Closed
67
Calls
$9.89M
Puts
$26.4M
Net Calls
-$16.5M
Net Calls Change
-$3.54M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.36B
2
BCIM
Bishop & Co Investment Management
Pennsylvania
+$320M
3
Morgan Stanley
Morgan Stanley
New York
+$207M
4
HighTower Advisors
HighTower Advisors
Illinois
+$158M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$148M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$328M
2
Jane Street
Jane Street
New York
-$141M
3
TF
TIAA FSB
Florida
-$130M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$108M
5
BlackRock
BlackRock
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
1601
Beam Wealth Advisors
Louisiana
– -$264K -3,952 Closed
IPW
1602
Intergy Private Wealth
Colorado
– -$262K -3,917 Closed
KOC
1603
Koss-Olinger Consulting
Florida
– -$261K -3,900 Closed
HIMCH
1604
Hartford Investment Management Co (HIMCO)
Connecticut
– -$254K -3,800 Closed
CP
1605
Coho Partners
Pennsylvania
– -$254K -3,795 Closed
WCFA
1606
Walkner Condon Financial Advisors
Wisconsin
– -$249K -3,729 Closed
NWMG
1607
National Wealth Management Group
Ohio
– -$254K -3,715 Closed
FFM
1608
Forum Financial Management
Illinois
– -$240K -3,592 Closed
BFO
1609
Boston Family Office
Massachusetts
– -$236K -3,538 Closed
NRWA
1610
North Ridge Wealth Advisors
Oregon
– -$233K -3,492 Closed
TI
1611
Trexquant Investment
Connecticut
– -$229K -3,426 Closed
GCM
1612
Gallacher Capital Management
Colorado
– -$227K -3,389 Closed
TPA
1613
Trivium Point Advisory
Connecticut
– -$224K -3,346 Closed
C1AG
1614
Client 1st Advisory Group
Florida
– -$217K -3,242 Closed
FPCG
1615
Fort Pitt Capital Group
Pennsylvania
– -$215K -3,218 Closed
CRI
1616
Colonial River Investments
Virginia
– -$215K -3,212 Closed
BWM
1617
BlackDiamond Wealth Management
New York
– -$213K -3,140 Closed
PCS
1618
Personal CFO Solutions
New Jersey
– -$206K -3,084 Closed
LW
1619
Linscomb Wealth
Texas
– -$202K -3,016 Closed
ACM
1620
AUA Capital Management
Pennsylvania
– -$201K -3,000 Closed
EBA
1621
Eagle Bay Advisors
New York
– -$107K -1,600 Closed
AWM
1622
Accel Wealth Management
Iowa
– -$97.1K -1,452 Closed
TIM
1623
Thompson Investment Management
Wisconsin
– -$95.7K -1,431 Closed
CSPAM
1624
Cary Street Partners Asset Management
Virginia
– -$85K -1,271 Closed
FCMT
1625
Founders Capital Management (Texas)
Texas
– -$55K -829 Closed
62 63 64
65
66