IEFA icon

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 %
Citigroup
326
Citigroup
New York
$14M -$24.6M -398,803 -64%
SIA
327
Sovereign Investment Advisors
Arizona
$13.8M +$74.6K +1,211 +0.5%
WT
328
Washington Trust
Rhode Island
$13.7M -$830K -13,466 -6%
ISB
329
Iowa State Bank
Iowa
$13.7M +$3.34M +54,214 +32%
GPA
330
Guidance Point Advisors
Massachusetts
$13.6M +$1.44M +23,369 +12%
PFM
331
Parsec Financial Management
North Carolina
$13.6M +$8.02M +130,098 +144%
NW
332
NewEdge Wealth
Pennsylvania
$13.5M +$773K +12,541 +6%
MWP
333
MYCIO Wealth Partners
Pennsylvania
$13.4M +$5.17M +83,824 +63%
PWA
334
Physician Wealth Advisors
Utah
$13.4M -$814K -12,178 -6%
VVP
335
Venture Visionary Partners
Ohio
$13.3M -$3.11M -50,398 -19%
WFA
336
West Financial Advisors
Iowa
$13.3M +$10.4M +169,225 +369%
FCI
337
Financial Counselors Inc
Kansas
$13.3M +$143K +2,324 +1%
HCMT
338
Highland Capital Management (Tennessee)
Tennessee
$13.2M -$200K -3,239 -1%
MW
339
MBL Wealth
North Carolina
$13.2M -$2.88M -46,644 -18%
CCM
340
Condor Capital Management
New Jersey
$13M +$1.75M +28,455 +16%
GRP
341
Global Retirement Partners
California
$13M +$3.08K +50 +0%
EWA
342
Exencial Wealth Advisors
Oklahoma
$13M -$2.43M -39,494 -16%
CWM
343
Curi Wealth Management
North Carolina
$13M +$182K +2,953 +1%
BOPW
344
Brandywine Oak Private Wealth
Pennsylvania
$12.9M +$7.63M +123,705 +144%
PRA
345
Pine Ridge Advisers
New York
$12.9M +$12.9M +209,300 New
GBT
346
Grove Bank & Trust
Florida
$12.8M +$122K +1,980 +1%
CA
347
Cetera Advisors
Colorado
$12.8M +$2.81M +45,569 +28%
GWM
348
Geneos Wealth Management
Colorado
$12.8M +$1.13M +18,296 +10%
RIG
349
RiverFront Investment Group
Virginia
$12.8M +$11.5M +2,541,503 +900%
LC
350
LCNB Corp
Ohio
$12.7M +$642K +10,410 +5%
12 13
14
15 16