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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
$2.81B
2
BCIM
Bishop & Co Investment Management
Pennsylvania
$325M
3
Morgan Stanley
Morgan Stanley
New York
$5.86B
4
HighTower Advisors
HighTower Advisors
Illinois
$424M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.1B

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$337M
2
Jane Street
Jane Street
New York
$6.06M
3
TF
TIAA FSB
Florida
$3.98B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.96M
5
BlackRock
BlackRock
New York
$2.67B
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.8B +$95.4M +1,413,470 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$5.86B +$207M +3,065,728 +4%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$4.88B +$31.9M +472,382 +0.7%
TF
4
TIAA FSB
Florida
$3.98B -$130M -1,932,007 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.1B +$148M +2,192,275 +5%
Wells Fargo
6
Wells Fargo
California
$2.81B +$1.36B +20,165,188 +94%
BlackRock
7
BlackRock
New York
$2.67B -$108M -1,594,466 -4%
LPL Financial
8
LPL Financial
California
$2.16B +$47.1M +697,334 +2%
RJA
9
Raymond James & Associates
Florida
$1.91B +$26.8M +396,594 +1%
US Bancorp
10
US Bancorp
Minnesota
$1.9B +$103M +1,523,113 +6%
UBS Group
11
UBS Group
Switzerland
$1.69B +$59.4M +880,467 +4%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$1.69B +$20M +296,029 +1%
Goldman Sachs
13
Goldman Sachs
New York
$1.68B +$143M +2,122,406 +9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.21B +$65.9M +976,296 +6%
M&T Bank
15
M&T Bank
New York
$1.03B -$11.5M -170,973 -1%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$1.02B -$12.7M -188,420 -1%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$1.01B +$41.6M +616,264 +4%
Betterment LLC
18
Betterment LLC
New York
$820M -$18.8M -278,364 -2%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$727M -$16M -236,820 -2%
UCFA
20
United Capital Financial Advisors
Texas
$674M +$3.36M +49,809 +0.5%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$641M – – –
Ameriprise
22
Ameriprise
Minnesota
$624M +$102M +1,514,907 +20%
Stifel Financial
23
Stifel Financial
Missouri
$601M +$5.22M +77,308 +0.9%
Truist Financial
24
Truist Financial
North Carolina
$548M +$30.4M +450,873 +6%
Mariner
25
Mariner
Kansas
$534M +$96.4M +1,428,407 +22%
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