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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 %
MG
501
Mather Group
Illinois
$6.47M -$629K -10,205 -9%
MIA
502
MainStreet Investment Advisors
Illinois
$6.42M -$758K -12,293 -11%
USAA
503
United Services Automobile Association
Texas
$6.39M -$481K -7,810 -7%
TIA
504
Tiemann Investment Advisors
California
$6.34M +$265K +4,296 +4%
MBT
505
Montecito Bank & Trust
California
$6.32M +$325K +5,269 +5%
CWM
506
Cahaba Wealth Management
Georgia
$6.31M +$296K +4,796 +5%
State of Tennessee, Department of Treasury
507
State of Tennessee, Department of Treasury
Tennessee
$6.29M – – –
MWM
508
Marietta Wealth Management
Georgia
$6.26M +$617K +10,016 +11%
IC
509
Iconiq Capital
California
$6.24M -$849K -13,769 -12%
BA
510
Bridgewater Associates
Connecticut
$6.17M – – –
AWM
511
Aprio Wealth Management
Georgia
$6.12M -$1.4M -22,742 -19%
ASN
512
Advisory Services Network
Georgia
$6.08M +$1.48M +23,991 +32%
GWMIA
513
Global Wealth Management Investment Advisory
Florida
$6.05M -$1.88M -30,505 -24%
OPWM
514
Oakwell Private Wealth Management
Texas
$6.04M +$1.74M +28,283 +41%
EWM
515
Executive Wealth Management
Michigan
$6.02M +$6.02M +97,604 New
SIM
516
Stratos Investment Management
Ohio
$6M -$324K -5,256 -5%
BBWP
517
Beacon Bridge Wealth Partners
Pennsylvania
$6M +$6M +97,360 New
WFS
518
Widmann Financial Services
Maryland
$6M -$169K -2,741 -3%
PAMG
519
Patton Albertson Miller Group
Tennessee
$5.99M +$5.99M +97,103 New
FLA
520
Financial Life Advisors
Texas
$5.95M -$14.9M -242,256 -71%
HI
521
Horizon Investments
North Carolina
$5.95M +$3.37M +54,684 +131%
DACG
522
Donor Advised Charitable Giving
California
$5.86M +$198K +3,214 +3%
BRWA
523
B. Riley Wealth Advisors
Florida
$5.74M -$141K -2,294 -2%
SW
524
SkyOak Wealth
Michigan
$5.72M +$394K +6,396 +7%
PGFC
525
Peapack-Gladstone Financial Corp
New Jersey
$5.68M +$3.32M +53,938 +141%
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