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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 %
SQA
351
Simon Quick Advisors
New Jersey
$12.7M -$837K -13,578 -6%
FCA
352
FinTrust Capital Advisors
South Carolina
$12.6M -$78K -1,266 -0.6%
HWMA
353
Heritage Wealth Management (Arizona)
Arizona
$12.6M +$6.58M +106,747 +109%
PCIG
354
Partners Capital Investment Group
Massachusetts
$12.6M -$3.07M -49,822 -20%
TPCW
355
TD Private Client Wealth
New York
$12.6M -$38.1K -618 -0.3%
AWM
356
Apollon Wealth Management
South Carolina
$12.5M -$2.19M -35,493 -15%
MM
357
Main Management
California
$12.5M -$311K -5,044 -2%
LBC
358
Lowe Brockenbrough & Co
Virginia
$12.5M -$310K -5,025 -2%
RCA
359
Resonant Capital Advisors
Wisconsin
$12.5M -$878K -14,243 -7%
PPWP
360
Proquility Private Wealth Partners
Nevada
$12.5M -$234K -3,799 -2%
FAIM
361
Financial Advocates Investment Management
Washington
$12.4M +$1.53M +24,820 +14%
AT
362
Arvest Trust
Oklahoma
$12.4M +$226K +3,668 +2%
IL
363
Investure LLC
Virginia
$12.3M -$3.28M -53,140 -21%
MWA
364
Martel Wealth Advisors
Washington
$12.3M +$6.33M +102,773 +106%
IA
365
IFP Advisors
Florida
$12.3M -$717K -10,838 -6%
ACM
366
Avalon Capital Management
California
$12.3M +$12.3M +199,402 New
ELI
367
Empire Life Investments
Ontario, Canada
$12.2M -$693K -11,250 -5%
ICG
368
InterOcean Capital Group
Tennessee
$12.2M +$4.89M +79,326 +67%
WFAG
369
Wescott Financial Advisory Group
Pennsylvania
$12.2M +$3.39M +55,010 +39%
HWAM
370
Hennion & Walsh Asset Management
New Jersey
$12.1M +$37.8K +614 +0.3%
ONB
371
Old National Bancorp
Indiana
$11.9M +$220K +3,573 +2%
CA
372
Cambridge Associates
Massachusetts
$11.8M +$3.81M +61,871 +48%
TYCC
373
Texas Yale Capital Corp
Florida
$11.6M +$132K +2,147 +1%
PW
374
Peninsula Wealth
California
$11.6M +$17.1K +277 +0.1%
EWA
375
Encompass Wealth Advisors
Oregon
$11.5M -$458K -7,438 -4%
13 14
15
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