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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 %
KPWS
426
Kestra Private Wealth Services
Texas
$9.16M +$1.72M +27,836 +23%
GG
427
Gofen & Glossberg
Illinois
$9.15M -$205K -3,319 -2%
SPP
428
Single Point Partners
Massachusetts
$9.03M +$307K +4,974 +4%
SWP
429
Summit Wealth Partners
Florida
$9.02M -$371K -6,026 -4%
AIA
430
Arbor Investment Advisors
North Carolina
$8.99M +$1.92M +31,132 +27%
NWM
431
Northcape Wealth Management
New York
$8.94M -$2.02M -32,728 -18%
KWM
432
Kaydan Wealth Management
Michigan
$8.94M +$7.88M +127,815 +743%
CFGS
433
Concourse Financial Group Securities
Alabama
$8.85M +$913K +14,817 +12%
HAS
434
Holland Advisory Services
Florida
$8.83M -$7.03M -113,981 -44%
WWA
435
WC Walker & Associates
California
$8.82M +$1.82M +27,819 +26%
PCM
436
Piedmont Capital Management
Montana
$8.82M +$8.82M +143,063 New
CWM
437
Concentric Wealth Management
California
$8.76M -$1.54K -25 -0%
SPC
438
Sigma Planning Corp
Michigan
$8.71M -$609K -9,888 -7%
WP
439
WealthShield Partners
North Carolina
$8.67M +$1.01M +16,417 +13%
MFG
440
Merit Financial Group
Georgia
$8.66M +$2.55M +41,385 +42%
CCMG
441
Clark Capital Management Group
Pennsylvania
$8.65M +$8.65M +140,302 New
RA
442
Riversedge Advisors
Delaware
$8.49M +$2.02M +32,698 +31%
GIA
443
GHP Investment Advisors
Colorado
$8.36M +$3.2M +51,969 +62%
RWP
444
Revolve Wealth Partners
New Jersey
$8.36M +$717K +11,637 +9%
MPCG
445
Matrix Private Capital Group
New York
$8.3M -$274K -4,441 -3%
IC
446
IEQ Capital
California
$8.18M -$513K -8,329 -6%
MCC
447
Money Concepts Capital
Florida
$8.17M -$746K -12,096 -8%
TWM
448
Tanager Wealth Management
United Kingdom
$8.1M +$5.26M +85,413 +186%
SCA
449
Snowden Capital Advisors
New York
$8.1M -$206K -3,340 -2%
BG
450
Bahl & Gaynor
Ohio
$8.08M +$841K +13,651 +12%
16 17
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