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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 %
CA
551
Clearstead Advisors
Ohio
$5.09M +$119K +1,931 +2%
AWM
552
AAF Wealth Management
Massachusetts
$5.02M +$1.85M +29,984 +58%
BC
553
Brio Consultants
California
$5.01M -$113K -1,840 -2%
AM
554
AGF Management
Ontario, Canada
$4.99M +$4.99M +80,961 New
SGAM
555
Stephens Group Asset Management
Arkansas
$4.97M +$9.99K +162 +0.2%
GW
556
GW & Wade
Massachusetts
$4.95M -$418K -6,778 -8%
CTC
557
Central Trust Company
Missouri
$4.9M +$175K +2,843 +4%
BWL
558
Bogart Wealth LLC
Virginia
$4.84M -$1.17K -19 -0%
MHWM
559
Montz Harcus Wealth Management
Louisiana
$4.82M +$7.46K +121 +0.2%
ML
560
McAdam LLC
Pennsylvania
$4.82M -$1.94M -25,979 -29%
BIP
561
Blueprint Investment Partners
North Carolina
$4.8M +$37.8K +613 +0.8%
FAM
562
Frontier Asset Management
Wyoming
$4.75M +$113K +1,839 +2%
MFA
563
Mayflower Financial Advisors
Massachusetts
$4.73M +$285K +4,618 +6%
YIA
564
YHB Investment Advisors
Connecticut
$4.73M +$1.64M +26,672 +53%
PL
565
Plancorp LLC
Missouri
$4.71M -$83.4K -1,353 -2%
SF
566
Summit Financial
New Jersey
$4.68M -$2.09M -33,834 -31%
RIA
567
Regal Investment Advisors
Michigan
$4.62M +$223K +3,617 +5%
SFS
568
Sowell Financial Services
Arkansas
$4.62M -$5.24K -85 -0.1%
LG
569
Leuthold Group
Minnesota
$4.61M -$413K -6,700 -8%
SWM
570
Segment Wealth Management
Texas
$4.6M +$4.6M +74,580 New
HWP
571
Highline Wealth Partners
California
$4.59M -$2.3M -37,365 -33%
CA
572
Continuum Advisory
Idaho
$4.59M +$568K +9,211 +14%
GVAG
573
Great Valley Advisor Group
Delaware
$4.56M -$280K -4,545 -6%
BOC
574
Bull Oak Capital
California
$4.54M +$4.54M +73,643 New
CNHF
575
Conrad N. Hilton Foundation
California
$4.54M -$2.44M -39,506 -35%
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