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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 %
BFPW
151
BOK Financial Private Wealth
Colorado
$47.4M -$1.3M -19,444 -3%
NA
152
NewEdge Advisors
Louisiana
$46.6M +$1.93M +28,873 +4%
TF
153
Trek Financial
Arizona
$46.2M -$13.9M -207,339 -23%
FSC
154
Full Sail Capital
Oklahoma
$45.9M -$542K -8,109 -1%
MMA
155
Miracle Mile Advisors
California
$45.3M -$1.07M -16,057 -2%
OWM
156
Olympus Wealth Management
Utah
$45M -$5.35M -79,987 -11%
NYLIM
157
New York Life Investment Management
New York
$44.9M -$5.71M -85,385 -11%
RA
158
Regis Acquisition
Colorado
$44.5M +$44.5M +666,053 New
CFO
159
Callan Family Office
Pennsylvania
$44.5M +$5.48M +82,022 +14%
DLDF
160
Dan L. Duncan Foundation
Texas
$44.5M – – –
BSB
161
Bangor Savings Bank
Maine
$44.2M -$271K -4,059 -0.6%
CZI
162
Chan Zuckerberg Initiative
California
$43.2M +$21.5M +321,354 +99%
IFAM
163
Institutional & Family Asset Management
Colorado
$42.6M +$8.49M +126,974 +25%
TFCP
164
Twin Focus Capital Partners
Massachusetts
$42.5M -$259K -3,874 -0.6%
WA
165
Wilshire Advisors
California
$42.4M -$3.76M -56,279 -8%
CFG
166
Compton Financial Group
Maryland
$41.7M +$79.4K +1,188 +0.2%
MW
167
Marcum Wealth
Ohio
$41.1M -$1.44M -21,566 -3%
LSAG
168
Lake Street Advisors Group
New Hampshire
$40.8M -$1.01M -15,172 -2%
WSTAM
169
Wilbanks Smith & Thomas Asset Management
Virginia
$40.8M -$895K -13,393 -2%
CCA
170
Conservest Capital Advisors
Pennsylvania
$40.2M +$980K +14,660 +2%
AWA
171
Alaska Wealth Advisors
Alaska
$39.9M +$7.16M +107,123 +22%
BWM
172
Brickley Wealth Management
California
$39.5M +$104K +1,556 +0.3%
LIA
173
LBMC Investment Advisors
Tennessee
$39.4M +$409K +6,117 +1%
FWI
174
Facet Wealth Inc
Maryland
$38.9M -$504K -7,538 -1%
CCFCSB
175
Cape Cod Five Cents Savings Bank
Massachusetts
$38.9M +$413K +6,185 +1%
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