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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 %
CIC
276
Cutler Investment Counsel
Oregon
$18.2M -$88.5K -1,436 -0.5%
LWA
277
LWS Wealth Advisors
New Jersey
$18.2M -$179K -2,896 -1%
CFP
278
Catalyst Financial Partners
Massachusetts
$18.1M +$18.1M +294,172 New
FMWA
279
Forvis Mazars Wealth Advisors
Missouri
$18M +$2.5M +40,631 +16%
RDFA
280
Ritter Daniher Financial Advisory
Ohio
$17.9M +$9.1M +147,616 +103%
Prudential Financial
281
Prudential Financial
New Jersey
$17.9M +$7.96M +129,126 +80%
FNBTCON
282
First National Bank & Trust Co of Newtown
Pennsylvania
$17.9M +$4.62K +75 +0%
CWM
283
Congress Wealth Management
Massachusetts
$17.8M -$2.69M -43,639 -13%
VFA
284
Valeo Financial Advisors
Indiana
$17.8M +$2.1M +34,028 +13%
SIC
285
Shoker Investment Counsel
Ohio
$17.6M +$6.33M +102,695 +56%
MWM
286
Marion Wealth Management
Pennsylvania
$17.5M +$3.37M +54,645 +24%
UOMF
287
University of Massachusetts Foundation
Massachusetts
$17.4M +$94.1K +1,527 +0.5%
RCG
288
Rock Creek Group
District of Columbia
$17.4M -$10.4M -124,594 -37%
GWSA
289
Global Wealth Strategies & Associates
Colorado
$17.4M +$17.4M +282,554 New
LFA
290
Legacy Financial Advisors
Kentucky
$17.3M +$764K +12,401 +5%
PCMC
291
Private Capital Management (Colorado)
Colorado
$17.3M +$160K +2,598 +0.9%
BFM
292
Broadview Financial Management
Wisconsin
$17.2M -$878K -14,243 -5%
RWB
293
RMR Wealth Builders
New Jersey
$17.1M +$1.18M +19,206 +7%
RVPG
294
Relative Value Partners Group
$17.1M +$1.47M +23,816 +9%
JF
295
JSF Financial
California
$17.1M +$1.13M +18,369 +7%
SW
296
SVB Wealth
Massachusetts
$17M +$5.61M +90,986 +49%
WPA
297
West Paces Advisors
Georgia
$16.7M +$1.12M +18,199 +7%
HCM
298
Hudson Capital Management
New Jersey
$16.7M -$1.25M -20,202 -7%
Natixis Advisors
299
Natixis Advisors
Massachusetts
$16.5M +$11.4M +185,653 +227%
BB
300
Berkshire Bank
Massachusetts
$16.3M +$1.34M +21,667 +9%
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