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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 %
IWC
176
Integrated Wealth Concepts
Massachusetts
$38.7M +$8.01M +119,760 +26%
SFP
177
Shepherd Financial Partners
Massachusetts
$38.3M -$1.92M -28,764 -5%
FFA
178
First Foundation Advisors
California
$38.2M -$11.2M -167,770 -23%
GLLW
179
Graves Light Lenhart Wealth
Virginia
$38.1M +$5.21M +77,977 +16%
CFO
180
Colony Family Offices
North Carolina
$38M +$37K +553 +0.1%
SWA
181
Strategies Wealth Advisors
Michigan
$37.7M +$2.54M +38,043 +7%
CB
182
Community Bank
New York
$37.2M +$445K +6,659 +1%
IWMA
183
Ironwood Wealth Management (Arizona)
Arizona
$36.9M -$1.46M -21,848 -4%
AGA
184
Arkos Global Advisors
Texas
$36.8M +$2.48M +37,172 +7%
TFO
185
Tarbox Family Office
California
$36.7M +$1.31M +19,661 +4%
LNB
186
Ledyard National Bank
$36.7M +$1.37M +20,472 +4%
QCG
187
Quadrant Capital Group
Ohio
$35.9M +$2.21M +33,063 +7%
BCI
188
Brinker Capital Investments
Pennsylvania
$35.8M +$8.76M +131,113 +32%
OPS
189
Orion Portfolio Solutions
Nebraska
$35.8M +$24.9M +372,600 +229%
BOH
190
Bank of Hawaii
Hawaii
$35.7M – – –
Financial Engines Advisors
191
Financial Engines Advisors
California
$35.5M -$10.1M -151,596 -22%
IL
192
Investure LLC
Virginia
$34.9M +$21.5M +321,805 +161%
WA
193
Waddell & Associates
Tennessee
$34.5M +$161K +2,415 +0.5%
AWM
194
AE Wealth Management
Kansas
$34.1M +$6.49M +97,011 +23%
CAG
195
Crestwood Advisors Group
Massachusetts
$34M -$2.76M -41,240 -7%
CAI
196
Capital Advisors Inc
Oklahoma
$33.7M -$430K -6,427 -1%
PFO
197
Pathstone Family Office
New Jersey
$33.5M -$31.7M -474,681 -49%
MA
198
MCF Advisors
Kentucky
$33.4M -$1.74M -25,987 -5%
Prudential Financial
199
Prudential Financial
New Jersey
$33.4M +$14M +208,719 +72%
TLFA
200
True Link Financial Advisors
California
$32.8M +$4.95M +74,106 +18%
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