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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 %
HH
401
Hilltop Holdings
Texas
$10.2M +$8.54M +138,623 +502%
PP
402
PDS Planning
Ohio
$10.2M +$921K +14,948 +10%
SGI
403
Summit Global Investments
Utah
$10.2M +$661K +10,723 +7%
CST
404
Charles Schwab Trust
Nevada
$10.1M -$1.23M -19,913 -11%
HWM
405
HB Wealth Management
Georgia
$10.1M +$5.42M +87,864 +116%
HF
406
Halpern Financial
Virginia
$10.1M +$25.6K +416 +0.3%
PGA
407
Portland Global Advisors
Maine
$10M -$4.06M -65,889 -29%
SRC
408
Sage Rhino Capital
California
$10M -$84.6K -1,372 -0.8%
FHA
409
First Horizon Advisors
Tennessee
$10M +$3.81M +61,865 +61%
OPS
410
Orion Portfolio Solutions
Nebraska
$10M -$1.18M -19,219 -11%
AFC
411
Adaptive Financial Consulting
Ohio
$9.98M +$195K +3,164 +2%
ADL
412
Asset Dedication LLC
California
$9.94M -$235K -3,822 -2%
NEAM
413
New England Asset Management
Connecticut
$9.92M +$487K +7,900 +5%
LCC
414
Lincoln Capital Corp
Rhode Island
$9.92M +$1.6M +25,987 +19%
LL
415
LPWM LLC
Minnesota
$9.7M -$1.05M -16,383 -10%
RSWM
416
Robertson Stephens Wealth Management
California
$9.57M +$4.98M +80,788 +108%
AL
417
Aspiriant LLC
California
$9.57M +$513K +8,328 +6%
CI
418
Conning Inc
Connecticut
$9.56M – – –
LRWA
419
Long Run Wealth Advisors
New York
$9.53M +$38K +617 +0.4%
ABC
420
Associated Banc-Corp
Wisconsin
$9.52M +$658K +10,676 +7%
HCA
421
Harbour Capital Advisors
Virginia
$9.42M -$67.5K -1,085 -0.7%
ISWM
422
Independent Solutions Wealth Management
New York
$9.35M -$772K -12,523 -8%
AA
423
Ancora Advisors
Ohio
$9.24M -$2.73M -44,244 -23%
SFO
424
Stokes Family Office
Louisiana
$9.24M -$414K -6,721 -4%
NB
425
NBT Bank
New York
$9.22M +$221K +3,590 +2%
15 16
17
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