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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 %
1832 Asset Management
526
1832 Asset Management
Ontario, Canada
$5.66M -$143M -2,323,692 -96%
AWM
527
Abound Wealth Management
Tennessee
$5.64M +$227K +3,690 +4%
AFS
528
Amtrust Financial Services
New York
$5.55M – – –
FFS
529
Founders Financial Securities
Maryland
$5.53M +$3.12M +50,667 +130%
BCM
530
Brookstone Capital Management
Illinois
$5.46M -$714K -11,165 -12%
WFA
531
Wade Financial Advisory
California
$5.43M -$1.59M -25,759 -23%
TTWM
532
TCV Trust & Wealth Management
Virginia
$5.42M +$819K +13,287 +18%
PCA
533
Providence Capital Advisors
North Carolina
$5.39M -$33.2K -539 -0.6%
CA
534
Cornerstone Advisory
Maryland
$5.37M +$2.35M +38,061 +77%
OFG
535
Omega Financial Group
California
$5.37M -$249K -4,001 -4%
LWP
536
Lumature Wealth Partners
Georgia
$5.36M -$243K -3,950 -4%
RA
537
Rodgers & Associates
Pennsylvania
$5.35M -$410K -6,652 -7%
RWPA
538
Richard W. Paul & Associates
Michigan
$5.31M +$5.31M +86,123 New
BFG
539
Bleakley Financial Group
New Jersey
$5.3M +$5.3M +85,970 New
RTL
540
Red Tortoise LLC
Georgia
$5.29M +$5.29M +85,810 New
WDG
541
Wealth Dimensions Group
Ohio
$5.27M +$684K +11,091 +15%
IP
542
Investment Partners
Ohio
$5.26M -$801K -12,998 -13%
SGCA
543
Steel Grove Capital Advisors
Tennessee
$5.22M +$520K +8,444 +11%
PSCM
544
Per Stirling Capital Management
Texas
$5.22M +$5.22M +84,637 New
Deutsche Bank
545
Deutsche Bank
Germany
$5.22M +$3.12M +50,637 +149%
SXL
546
Summit X LLC
Missouri
$5.17M +$1.45M +24,608 +39%
PS
547
Planned Solutions
California
$5.17M +$23.2K +376 +0.5%
BWM
548
BCS Wealth Management
Tennessee
$5.16M – – –
BTI
549
Blue Trust Inc
Georgia
$5.15M +$4.88M +92,566 +1,770%
PFM
550
Peak Financial Management
Massachusetts
$5.11M +$162K +2,623 +3%
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