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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,736 hedge funds and large institutions have $97.9B invested in iShares Core MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 717 increasing their positions, 608 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,736
Holders Change
+163
Holders Change %
+10.36%
% of All Funds
25.45%
Holding in Top 10
338
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+9.74%
% of All Funds
4.95%
New
246
Increased
717
Reduced
608
Closed
59
Calls
$12.2M
Puts
$4.27M
Net Calls
+$7.97M
Net Calls Change
+$1.61M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.12B
2
Goldman Sachs
Goldman Sachs
New York
+$891M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$409M
4
Bank of America
Bank of America
North Carolina
+$341M
5
Wells Fargo
Wells Fargo
California
+$274M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$226M
2
BlackRock
BlackRock
New York
-$174M
3
BL
Balentine LLC
Georgia
-$153M
4
UBS Group
UBS Group
Switzerland
-$130M
5
Jane Street
Jane Street
New York
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
1751
Arlington Trust
Alabama
– -$4.01M -62,247 Closed
USAA
1752
United Services Automobile Association
Texas
– -$3.89M -60,502 Closed
MIA
1753
MainStreet Investment Advisors
Illinois
– -$3.78M -58,690 Closed
Principal Financial Group
1754
Principal Financial Group
Iowa
– -$3.66M -56,861 Closed
HF
1755
HRT Financial
New York
– -$1.75M -27,166 Closed
KAS
1756
KPP Advisory Services
Kentucky
– -$1.54M -23,950 Closed
State Street
1757
State Street
Massachusetts
– -$1.18M -18,393 Closed
CF
1758
Cantor Fitzgerald
New York
– -$782K -12,151 Closed
BAM
1759
BOS Asset Management
Illinois
– -$710K -11,038 Closed
YIH
1760
Y-Intercept (HK)
Hong Kong
– -$691K -10,739 Closed
SBH
1761
Segall Bryant & Hamill
Illinois
– -$653K -10,148 Closed
FWA
1762
FOCUS Wealth Advisors
Texas
– -$612K -9,510 Closed
EF
1763
Empirical Finance
Pennsylvania
– -$444K -6,893 Closed
SAF
1764
Smith Anglin Financial
Texas
– -$421K -6,546 Closed
JDR
1765
Jay D. Rosenbaum
– -$362K -5,629 Closed
RA
1766
Rockingstone Advisors
Massachusetts
– -$360K -5,591 Closed
UW
1767
Unique Wealth
Florida
– -$356K -5,539 Closed
CFAM
1768
Center For Asset Management
Florida
– -$315K -4,892 Closed
SFA
1769
Seneca Financial Advisors
New York
– -$269K -4,179 Closed
LA
1770
Legacy Advisors
Pennsylvania
– -$265K -4,122 Closed
CPSC
1771
Carl P. Sherr & Co
Massachusetts
– -$259K -4,024 Closed
LWM
1772
Laidlaw Wealth Management
New York
– -$251K -3,902 Closed
KFG
1773
Kingdom Financial Group
Arizona
– -$240K -3,725 Closed
GFP
1774
Gryphon Financial Partners
Ohio
– -$239K -3,710 Closed
FCA
1775
FLC Capital Advisors
California
– -$231K -3,590 Closed
68 69 70
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