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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 %
TCA
476
Transcend Capital Advisors
New Jersey
$6.99M +$180K +2,925 +3%
GIA
477
Gladstone Institutional Advisory
Florida
$6.98M -$1.08M -17,498 -13%
KHC
478
Koesten Hirschmann & Crabtree
Kansas
$6.88M +$6.88M +111,610 New
KFP
479
KMG Fiduciary Partners
Ohio
$6.84M +$2.74M +44,449 +67%
FDCDDQ
480
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.8M +$113K +1,828 +2%
LF
481
Lee Financial
Texas
$6.77M -$66.9K -1,085 -1%
AHC
482
Anderson Hoagland & Co
Missouri
$6.76M -$1.61M -24,338 -19%
RPC
483
Rossmore Private Capital
Connecticut
$6.74M -$3.56M -57,771 -35%
MWAM
484
Manhattan West Asset Management
California
$6.73M +$62 +1 +0%
TA
485
Tectonic Advisors
Texas
$6.72M +$1.14M +18,500 +20%
SCM
486
SCS Capital Management
Massachusetts
$6.72M -$108K -1,745 -2%
CWM
487
Calamos Wealth Management
Illinois
$6.7M +$2.31M +37,478 +53%
ACM
488
Armbruster Capital Management
New York
$6.68M +$435K +7,060 +7%
KWMG
489
King Wealth Management Group
Florida
$6.63M -$702K -11,381 -10%
JHCP
490
Jackson Hole Capital Partners
Oklahoma
$6.62M -$595K -9,651 -8%
EFL
491
ERn Financial LLC
Wisconsin
$6.62M +$1.57M +25,467 +31%
NRW
492
Nova R Wealth
Kansas
$6.62M +$1.33M +21,529 +25%
HCA
493
Heck Capital Advisors
Wisconsin
$6.61M -$10.2M -165,948 -61%
GL
494
Graypoint LLC
New York
$6.56M -$45.9K -745 -0.7%
TSS
495
Two Sigma Securities
New York
$6.54M -$4.26M -69,155 -39%
FPCP
496
Fort Point Capital Partners
California
$6.54M +$455K +7,374 +7%
CIM
497
CIM Investment Management
Pennsylvania
$6.52M +$61.2K +993 +0.9%
Millennium Management
498
Millennium Management
New York
$6.52M +$6.52M +105,830 New
ACP
499
Aveo Capital Partners
Colorado
$6.49M -$310K -5,029 -5%
MYIA
500
Mount Yale Investment Advisors
Colorado
$6.49M +$5.53M +89,665 +575%
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