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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 %
DCM
151
Disciplina Capital Management
Tennessee
$52.5M +$26.1M +386,841 +99%
BWM
152
Baystate Wealth Management
Massachusetts
$52.2M +$2.22M +32,905 +4%
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$51.9M +$122K +1,813 +0.2%
MCWS
154
McKinley Carter Wealth Services
West Virginia
$50.8M +$569K +8,426 +1%
RA
155
Regis Acquisition
Colorado
$49.5M +$4.55M +67,419 +10%
AGA
156
Arkos Global Advisors
Texas
$48.8M +$11.7M +173,369 +32%
OWM
157
Orgel Wealth Management
Wisconsin
$47.7M -$1.38M -20,424 -3%
DT
158
Diversified Trust
Tennessee
$47.6M -$1.48M -21,994 -3%
Prudential Financial
159
Prudential Financial
New Jersey
$47.4M +$13.7M +203,485 +41%
BFPW
160
BOK Financial Private Wealth
Colorado
$47.1M -$804K -11,912 -2%
IWC
161
Integrated Wealth Concepts
Massachusetts
$46.6M +$7.52M +111,459 +19%
OWM
162
Olympus Wealth Management
Utah
$46.4M +$972K +14,403 +2%
CFO
163
Callan Family Office
Pennsylvania
$45.9M +$1,000K +14,811 +2%
DLDF
164
Dan L. Duncan Foundation
Texas
$45.8M +$863K +12,788 +2%
BSB
165
Bangor Savings Bank
Maine
$44.7M -$473 -7 -0%
MMA
166
Miracle Mile Advisors
California
$43.9M -$1.79M -26,538 -4%
MW
167
Marcum Wealth
Ohio
$43.8M +$2.29M +33,964 +6%
PA
168
Parallel Advisors
California
$43.7M -$7.96M -117,885 -15%
CFG
169
Compton Financial Group
Maryland
$43.4M +$1.3M +19,192 +3%
CCA
170
Conservest Capital Advisors
Pennsylvania
$43.2M +$2.58M +38,224 +6%
IFAM
171
Institutional & Family Asset Management
Colorado
$42.7M -$373K -5,523 -0.9%
WA
172
Wilshire Advisors
California
$42.6M -$185K -2,737 -0.4%
RA
173
Riversedge Advisors
Delaware
$42.6M +$27.5M +406,703 +182%
CB
174
Community Bank
New York
$40.7M +$3.13M +46,410 +8%
LSAG
175
Lake Street Advisors Group
New Hampshire
$40.7M -$581K -8,614 -1%
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