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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,521 hedge funds and large institutions have $76.8B invested in iShares Core MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 588 increasing their positions, 595 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
+116
Holders Change %
+8.26%
% of All Funds
24.54%
Holding in Top 10
294
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+8.89%
% of All Funds
4.74%
New
233
Increased
588
Reduced
595
Closed
89
Calls
$13.2M
Puts
$3.27M
Net Calls
+$9.89M
Net Calls Change
+$3.92M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.95B
2
AWA
Arete Wealth Advisors
Illinois
+$1.93B
3
Betterment LLC
Betterment LLC
New York
+$191M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$181M
5
PCA
Personal Capital Advisors
California
+$108M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$292M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$280M
3
UBS AM
UBS AM
Illinois
-$237M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$228M
5
BlackRock
BlackRock
New York
-$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
226
Hancock Whitney
Mississippi
$24.6M +$8.55M +138,771 +53%
GGS
227
Galvin Gaustad & Stein
Arizona
$24.6M +$195K +3,162 +0.8%
WT
228
Whittier Trust
California
$24.5M +$1.01M +16,457 +4%
SAS
229
Sage Advisory Services
Texas
$24.5M -$1.84M -29,886 -7%
BBA
230
BLB&B Advisors
Pennsylvania
$24.3M +$4.05M +65,677 +20%
SWM
231
Southern Wealth Management
Texas
$24.3M +$1.19M +19,335 +5%
ACA
232
Affinity Capital Advisors
California
$24.2M -$421K -6,822 -2%
DCM
233
Disciplina Capital Management
Tennessee
$23.9M -$24M -390,160 -50%
CSIA
234
Conrad Siegel Investment Advisors
Pennsylvania
$23.9M +$2.69M +43,683 +13%
PA
235
Probity Advisors
Texas
$23.5M +$576K +9,346 +3%
FT
236
Fiduciary Trust
Massachusetts
$23.4M +$11.6M +188,968 +99%
RIM
237
Rockbridge Investment Management
New York
$22.9M -$653K -10,599 -3%
Brown Advisory
238
Brown Advisory
Maryland
$22.6M +$865K +14,036 +4%
AIM
239
Allen Investment Management
New York
$22.5M +$22.5M +364,604 New
CG
240
Colony Group
Massachusetts
$22.4M +$13.7M +221,674 +157%
OCG
241
Opus Capital Group
Ohio
$22.1M +$285K +4,628 +1%
BL
242
Balentine LLC
Georgia
$22.1M -$45.3M -734,277 -67%
SAM
243
Simplify Asset Management
Nevada
$22M -$2.46M -39,959 -10%
Victory Capital Management
244
Victory Capital Management
Texas
$22M -$2.73M -44,352 -11%
RI
245
RPTC Inc
Wyoming
$22M -$29.9M -485,688 -58%
T. Rowe Price Associates
246
T. Rowe Price Associates
Maryland
$21.9M -$3.2M -51,855 -13%
AI
247
Atria Investments
North Carolina
$21.8M -$7.2M -116,758 -25%
SAG
248
SageView Advisory Group
California
$21.6M +$21.6M +351,203 New
BWP
249
BSW Wealth Partners
Colorado
$21.6M +$1.35M +21,902 +7%
VFIC
250
Valley Forge Investment Consultants
Pennsylvania
$21.5M -$741K -12,022 -3%
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