IEFA icon

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 %
COPPSERS
601
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.09M -$1.42M -23,000 -26%
DWT
602
Dorsey & Whitney Trust
South Dakota
$4.08M -$406K -6,587 -9%
SS
603
Sunbelt Securities
Texas
$4.06M +$221K +3,590 +6%
FFA
604
Fi3 Financial Advisors
Indiana
$4.06M +$4.06M +65,789 New
GP
605
Girard Partners
Pennsylvania
$4.05M +$4.05M +65,646 New
EA
606
Emerald Advisors
Washington
$4.03M -$272K -4,419 -6%
BAM
607
Baldrige Asset Management
Pennsylvania
$4.03M +$162K +2,626 +4%
WWP
608
Waypoint Wealth Partners
California
$4.02M +$7.27K +118 +0.2%
CA
609
Centerpoint Advisors
Massachusetts
$4.01M +$4M +64,927 +52,786%
Bessemer Group
610
Bessemer Group
New Jersey
$3.99M +$241K +3,902 +6%
BRM
611
Boston Research & Management
Massachusetts
$3.99M +$74.5K +1,208 +2%
APW
612
Acima Private Wealth
Virginia
$3.98M -$590K -9,574 -13%
SFM
613
Signet Financial Management
New Jersey
$3.97M +$3.97M +64,437 New
ATPW
614
Ashton Thomas Private Wealth
Arizona
$3.96M +$215K +3,483 +6%
AWMG
615
Alliance Wealth Management Group
New Jersey
$3.9M +$459K +7,439 +13%
SC
616
Seldon Capital
California
$3.85M – – –
CAP
617
Columbia Advisory Partners
Washington
$3.82M +$1.05M +17,048 +38%
SFA
618
Source Financial Advisors
New York
$3.82M +$2.24M +36,359 +142%
CFD
619
Creative Financial Designs
Indiana
$3.82M +$844K +13,686 +28%
MA
620
Mutual Advisors
Nebraska
$3.8M +$800K +12,982 +27%
SSW
621
Smith Shellnut Wilson
Mississippi
$3.8M -$156K -2,527 -4%
ST
622
Spinnaker Trust
Maine
$3.73M -$2.47K -40 -0.1%
GLA
623
Great Lakes Advisors
Illinois
$3.73M +$215K +26,545 +6%
TC
624
TAGStone Capital
North Carolina
$3.7M -$23K -373 -0.6%
SCA
625
Southern Capital Advisors
Tennessee
$3.68M -$5.31M -86,195 -59%
23 24
25
26 27