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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 %
TLFA
201
True Link Financial Advisors
California
$33.8M +$653K +9,668 +2%
RFP
202
Roth Financial Partners
Texas
$33.6M +$604K +8,950 +2%
MPW
203
MA Private Wealth
California
$33.1M +$672K +9,961 +2%
CAG
204
Crestwood Advisors Group
Massachusetts
$33.1M -$1.31M -19,367 -4%
PCWA
205
Pacific Capital Wealth Advisors
California
$33.1M +$226K +3,345 +0.7%
ANTB
206
AMG National Trust Bank
Colorado
$33M +$2.21M +32,799 +7%
CAI
207
Capital Advisors Inc
Oklahoma
$32.9M -$1.14M -16,837 -3%
BWM
208
BerganKDV Wealth Management
Minnesota
$32.5M +$501K +7,427 +2%
IP
209
Isthmus Partners
Wisconsin
$32M +$31.3K +463 +0.1%
MAS
210
Meeder Advisory Services
Ohio
$31.9M -$934K -13,843 -3%
Natixis Advisors
211
Natixis Advisors
Massachusetts
$31.8M +$7.17M +106,265 +29%
OIA
212
OneDigital Investment Advisors
Kansas
$31.6M +$2.82M +41,803 +10%
MA
213
MCF Advisors
Kentucky
$31.2M -$2.52M -37,373 -7%
SPIA
214
Steward Partners Investment Advisory
New York
$31.2M -$645K -9,551 -2%
NQWM
215
Northwest Quadrant Wealth Management
Oregon
$30.8M +$430K +6,369 +1%
CCM
216
Coldstream Capital Management
Washington
$30.6M +$2.79M +41,389 +10%
KA
217
Klingman & Associates
New York
$30.1M +$820K +12,154 +3%
SIAM
218
Sterling Investment Advisors (Missouri)
Missouri
$30.1M -$818K -12,114 -3%
BPA
219
Beacon Pointe Advisors
California
$30M +$1.39M +20,546 +5%
William Blair & Company
220
William Blair & Company
Illinois
$29.9M +$1.9M +28,156 +7%
IL
221
Investure LLC
Virginia
$29.3M -$5.91M -87,500 -17%
AWC
222
Abundance Wealth Counselors
Pennsylvania
$29.2M -$1.42M -21,039 -5%
FFW
223
Fusion Family Wealth
New York
$28.7M -$332K -4,920 -1%
CSIA
224
Conrad Siegel Investment Advisors
Pennsylvania
$28.6M +$2.26M +33,451 +9%
DT
225
Daniels + Tansey
Delaware
$28.6M -$460K -6,820 -2%
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