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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 %
HI
576
Harbour Investments
Wisconsin
$4.53M +$534K +8,669 +13%
AWM
577
Axxcess Wealth Management
California
$4.53M +$961K +15,597 +27%
DWM
578
Defined Wealth Management
Oregon
$4.52M +$624K +10,131 +16%
OHWP
579
Oak Harbor Wealth Partners
North Carolina
$4.49M -$1.42M -22,995 -24%
FCIM
580
Fairview Capital Investment Management
California
$4.48M -$2.34M -37,926 -34%
FSWA
581
Financial Synergies Wealth Advisors
Texas
$4.47M +$3.32M +53,838 +287%
BCA
582
Bray Capital Advisors
Florida
$4.43M -$283K -4,599 -6%
WA
583
Wealth Alliance
New York
$4.39M +$3.93M +63,817 +870%
IIC
584
Integrated Investment Consultants
Michigan
$4.37M -$4.66M -75,665 -52%
FWM
585
Fortress Wealth Management
California
$4.35M +$233K +3,782 +6%
SIA
586
Soltis Investment Advisors
Utah
$4.31M +$969K +15,719 +29%
LNWWM
587
Laird Norton Wetherby Wealth Management
California
$4.28M +$133K +2,155 +3%
HNWAG
588
High Net Worth Advisory Group
Florida
$4.26M -$380K -6,169 -8%
IF
589
Intrua Financial
Texas
$4.25M -$1.42M -21,460 -25%
SF
590
Safeguard Financial
Wisconsin
$4.23M +$786K +12,756 +23%
CFC
591
Client First Capital
California
$4.23M -$335K -5,433 -7%
RBC
592
Roble Belko & Company
Pennsylvania
$4.22M -$9.18K -149 -0.2%
FAM
593
Family Asset Management
South Carolina
$4.2M +$4.2M +68,078 New
BC
594
Bowman & Company
Wisconsin
$4.18M -$263K -4,271 -6%
MNBTD
595
Moody National Bank Trust Division
Texas
$4.18M – – –
TCM
596
Telos Capital Management
California
$4.16M +$293K +4,760 +8%
PAG
597
Private Advisor Group
New Jersey
$4.16M -$368K -23,443 -8%
TCB
598
Texas Capital Bancshares
Texas
$4.13M -$467K -7,575 -10%
CT
599
Columbia Trust
Oregon
$4.12M +$1.93M +31,256 +88%
AWA
600
Aletheian Wealth Advisors
Washington
$4.11M +$925K +15,004 +29%
22 23
24
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