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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 %
RFP
201
Roth Financial Partners
Texas
$32.7M +$867K +12,967 +3%
MAS
202
Meeder Advisory Services
Ohio
$32.5M +$306K +4,579 +1%
PCWA
203
Pacific Capital Wealth Advisors
California
$32.5M -$653K -9,768 -2%
GGS
204
Galvin Gaustad & Stein
Arizona
$32.2M +$5.54M +82,848 +21%
MPW
205
MA Private Wealth
California
$32.1M +$2.01M +30,122 +7%
BWM
206
BerganKDV Wealth Management
Minnesota
$31.7M +$1.2M +17,946 +4%
IP
207
Isthmus Partners
Wisconsin
$31.7M -$59.6K -892 -0.2%
SPIA
208
Steward Partners Investment Advisory
New York
$31.6M +$245K +3,660 +0.8%
SIAM
209
Sterling Investment Advisors (Missouri)
Missouri
$30.6M -$1.76M -26,389 -5%
State of Wisconsin Investment Board
210
State of Wisconsin Investment Board
Wisconsin
$30.6M -$25.5M -382,100 -46%
ANTB
211
AMG National Trust Bank
Colorado
$30.5M +$1.58M +23,684 +5%
AWC
212
Abundance Wealth Counselors
Pennsylvania
$30.4M +$145K +2,170 +0.5%
NQWM
213
Northwest Quadrant Wealth Management
Oregon
$30.1M +$948K +14,187 +3%
RA
214
Rational Advisors
New York
$29.6M +$12.9M +193,281 +77%
KA
215
Klingman & Associates
New York
$29M +$487K +7,278 +2%
CWM
216
Cranbrook Wealth Management
Michigan
$28.9M -$2.43M -36,333 -8%
FFW
217
Fusion Family Wealth
New York
$28.8M -$438K -6,559 -2%
DT
218
Daniels + Tansey
Delaware
$28.8M -$300K -4,484 -1%
OIA
219
OneDigital Investment Advisors
Kansas
$28.5M +$5.25M +78,546 +23%
BPA
220
Beacon Pointe Advisors
California
$28.3M -$399K -5,969 -1%
GFA
221
Gallagher Fiduciary Advisors
Illinois
$28.2M +$28.2M +421,715 New
CA
222
Cambridge Associates
Massachusetts
$28M +$15.2M +227,817 +119%
William Blair & Company
223
William Blair & Company
Illinois
$27.7M +$5.29M +79,144 +24%
CCM
224
Coldstream Capital Management
Washington
$27.5M +$7.79M +116,517 +39%
AIM
225
Acropolis Investment Management
Missouri
$27.5M -$541K -8,095 -2%
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