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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 %
OIA
251
OneDigital Investment Advisors
Kansas
$21.4M +$14.2M +230,278 +197%
WBG
252
Wharton Business Group
Pennsylvania
$21.3M +$18.9M +306,026 +769%
Comerica Bank
253
Comerica Bank
Texas
$21M +$1.17M +17,687 +6%
NFP
254
NorthLanding Financial Partners
New York
$20.8M +$179K +2,899 +0.9%
William Blair & Company
255
William Blair & Company
Illinois
$20.7M +$4.66M +75,631 +29%
WTC
256
WhitTier Trust Company
Nevada
$20.6M -$1.69M -27,385 -8%
IAIM
257
Industrial Alliance Investment Management
Quebec, Canada
$20.5M +$20.3K +330 +0.1%
WPC
258
Wedmont Private Capital
Pennsylvania
$20.3M +$1.32M +20,580 +7%
BCIM
259
Bishop & Co Investment Management
Pennsylvania
$20.3M +$695K +11,281 +4%
GC
260
Grimes & Company
Massachusetts
$20.1M +$2.6M +42,104 +15%
CZI
261
Chan Zuckerberg Initiative
California
$20M +$20M +324,965 New
SWP
262
Stratos Wealth Partners
Ohio
$19.7M -$3.8M -61,590 -16%
MCM
263
Monument Capital Management
Virginia
$19.6M +$19.6M +318,056 New
Fisher Asset Management
264
Fisher Asset Management
Washington
$19.4M -$1.51M -24,473 -7%
UWPG
265
Ullmann Wealth Partners Group
Florida
$18.9M -$379K -6,143 -2%
BMD
266
Better Money Decisions
New Mexico
$18.9M +$903K +14,653 +5%
RJT
267
Raymond James Trust
Florida
$18.9M +$751K +12,176 +4%
DMIC
268
Dixon Mitchell Investment Counsel
British Columbia, Canada
$18.9M +$18.9M +306,374 New
BIS
269
BG Investment Services
Guam
$18.8M +$679K +11,013 +4%
TCM
270
Twele Capital Management
Minnesota
$18.7M -$237K -3,842 -1%
NPI
271
New Perspectives Inc
Mississippi
$18.6M +$929K +15,067 +5%
MWM
272
MTC Wealth Management
Florida
$18.6M -$166K -2,693 -0.9%
NEI
273
Northwest & Ethical Investments
Ontario, Canada
$18.5M -$1.58M -25,600 -8%
FCAM
274
First Citizens Asset Management
North Carolina
$18.2M +$18.2M +295,991 New
CCM
275
Coldstream Capital Management
Washington
$18.2M +$18.2M +295,242 New
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