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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 %
CS
451
Comerica Securities
Michigan
$8.02M +$223K +3,618 +3%
AIA
452
Alera Investment Advisors
Illinois
$8.01M -$250K -4,048 -3%
HR
453
Hardy Reed
Mississippi
$7.78M -$22.9K -371 -0.3%
RWP
454
RWA Wealth Partners
Massachusetts
$7.7M +$800K +12,333 +12%
SIM
455
Strategic Investment Management
Virginia
$7.68M -$808K -12,580 -10%
GDP
456
Great Diamond Partners
Maine
$7.64M +$7.64M +123,981 New
MFC
457
Morris Financial Concepts
South Carolina
$7.64M +$2.09M +33,951 +38%
PIMG
458
Patriot Investment Management Group
Tennessee
$7.58M +$1.39M +20,757 +23%
EI
459
Ellevest Inc
New York
$7.56M +$1.67M +27,132 +28%
SWA
460
Stratos Wealth Advisors
Ohio
$7.52M +$549K +8,908 +8%
SHFA
461
SC&H Financial Advisors
Maryland
$7.45M -$250K -4,060 -3%
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$7.38M -$500K -8,112 -6%
SF
463
Synovus Financial
Georgia
$7.35M +$1.18M +19,078 +19%
NEGWA
464
New England Guild Wealth Advisors
Connecticut
$7.31M -$33.4K -542 -0.5%
GFS
465
GYL Financial Synergies
Connecticut
$7.3M +$2.26M +36,612 +45%
TDWM
466
Topel & Distasi Wealth Management
California
$7.28M -$43.3K -702 -0.6%
AI
467
ArchPoint Investors
Florida
$7.26M – – –
CCB
468
Country Club Bank
Missouri
$7.23M -$1.31M -21,276 -15%
WA
469
Wealthstream Advisors
New York
$7.22M +$10.7K +173 +0.1%
ES
470
Eagle Strategies
New York
$7.2M -$1.22M -19,800 -15%
Susquehanna International Group
471
Susquehanna International Group
Pennsylvania
$7.16M -$94.8M -1,538,377 -93%
CIBC World Market
472
CIBC World Market
Ontario, Canada
$7.14M -$442K -7,168 -6%
WB
473
Webster Bank
Connecticut
$7.14M +$1.22M +19,714 +20%
SSWM
474
Smith Salley Wealth Management
North Carolina
$7.08M +$65K +1,054 +0.9%
SPIA
475
Strategic Point Investment Advisors
Rhode Island
$6.99M +$145K +2,355 +2%
17 18
19
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