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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 %
PWM
376
Perigon Wealth Management
California
$11.4M +$6.59M +106,835 +137%
FA
377
FDx Advisors
Illinois
$11.3M -$1.47M -23,892 -11%
CGA
378
Crescent Grove Advisors
Illinois
$11.3M +$1.47M +23,791 +15%
SF
379
Symphony Financial
Texas
$11.3M +$2.65M +41,289 +31%
JFGIW
380
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.2M +$115K +1,869 +1%
JWA
381
JFS Wealth Advisors
Pennsylvania
$11.2M +$2.2M +35,763 +25%
GCM
382
G2 Capital Management
Ohio
$11.2M +$11.2M +180,953 New
SMI
383
Shelter Mutual Insurance
Missouri
$11.1M – – –
Acadian Asset Management
384
Acadian Asset Management
Massachusetts
$11.1M -$2.46M -39,945 -18%
MWA
385
Motive Wealth Advisors
Michigan
$11.1M +$2.15M +34,809 +24%
DL
386
DOHJ LLC
Washington
$11M -$4.09M -66,345 -27%
OFW
387
Omnia Family Wealth
Florida
$11M +$11M +178,277 New
JPG
388
Jordan Park Group
California
$10.9M -$2.03M -33,005 -16%
Qube Research & Technologies (QRT)
389
Qube Research & Technologies (QRT)
United Kingdom
$10.9M +$10.9M +176,888 New
FCT
390
Family Capital Trust
Massachusetts
$10.9M -$10.4K -168 -0.1%
WS
391
Wela Strategies
Georgia
$10.9M +$81.9K +1,328 +0.8%
SWM
392
Spire Wealth Management
Virginia
$10.9M -$145K -2,349 -1%
WPW
393
Waldron Private Wealth
Pennsylvania
$10.7M – – –
TIM
394
Tortoise Investment Management
New York
$10.7M +$40.2K +652 +0.4%
EC
395
Estate Counselors
Wisconsin
$10.6M +$10.6M +172,045 New
GAM
396
Gotham Asset Management
New York
$10.6M -$622K -10,097 -6%
CL
397
Choreo LLC
Illinois
$10.6M +$940K +15,246 +10%
RTC
398
Riverview Trust Company
Washington
$10.4M -$1.74M -28,200 -14%
HIMC
399
Heritage Investors Management Corp
Maryland
$10.4M +$34.8K +565 +0.3%
VC
400
Veery Capital
Delaware
$10.3M +$616K +9,987 +6%
14 15
16
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