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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 %
RIA
301
Retirement Investment Advisors
Oklahoma
$16.2M +$16.2M +262,787 New
SIC
302
Sigma Investment Counselors
Michigan
$16.2M +$227K +3,684 +1%
FWM
303
Fairhaven Wealth Management
Illinois
$16.1M +$237K +3,851 +1%
MF
304
Montis Financial
Massachusetts
$16.1M -$2.51M -40,724 -14%
ACS
305
Archford Capital Strategies
Illinois
$16M +$3.15M +51,179 +25%
NL
306
NWAM LLC
Washington
$15.9M -$441K -7,162 -3%
DC
307
Davenport & Co
Virginia
$15.7M +$1.19M +19,368 +8%
SRSA
308
S.R. Schill & Associates
Washington
$15.6M -$662K -10,740 -4%
BBNA
309
Bremer Bank National Association
Minnesota
$15.5M -$2.41M -39,134 -13%
WA
310
Wealth Architects
California
$15.4M +$2.85M +46,262 +23%
RA
311
Rational Advisors
New York
$15.4M +$15.4M +250,079 New
TCM
312
Towercrest Capital Management
Pennsylvania
$15.4M +$1.11M +18,021 +8%
SIA
313
Strategic Investment Advisors
Michigan
$15M -$594K -9,637 -4%
MAM
314
Meeder Asset Management
Ohio
$14.9M -$27.6M -448,439 -65%
American Century Companies
315
American Century Companies
Missouri
$14.8M -$7.03M -114,100 -32%
FDCC
316
Foster Dykema Cabot & Co
Massachusetts
$14.6M -$3.27M -53,110 -18%
OCM
317
One Capital Management
California
$14.6M +$2.89M +46,954 +25%
IAN
318
Integrated Advisors Network
Texas
$14.6M +$552K +8,950 +4%
CB
319
Commerce Bank
Missouri
$14.5M +$400K +6,488 +3%
CWA
320
Core Wealth Advisors
Florida
$14.5M -$672K -10,904 -4%
AA
321
Argent Advisors
Louisiana
$14.4M +$120K +1,946 +0.8%
NCM
322
Neumann Capital Management
California
$14.3M +$5.58M +90,600 +64%
CA
323
Crewe Advisors
Utah
$14.3M +$13.5M +218,887 +1,659%
PAS
324
Park Avenue Securities
New York
$14.3M +$2.82M +45,820 +25%
KFAA
325
Klaas Financial Asset Advisors
Illinois
$14.2M -$328K -5,329 -2%
11 12
13
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