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 %
BSSFA
626
Baron Silver Stevens Financial Advisors
Florida
$3.65M -$32.6K -529 -0.9%
PA
627
Prism Advisors
California
$3.64M -$246K -3,998 -6%
ECM
628
Evergreen Capital Management
Washington
$3.63M -$75K -1,216 -2%
PFP
629
Pinnacle Financial Partners
Tennessee
$3.61M -$1.91M -31,019 -35%
EW
630
Element Wealth
Mississippi
$3.6M -$131K -2,118 -3%
AWM
631
Alterna Wealth Management
Texas
$3.59M +$3.59M +58,255 New
BWM
632
Birchcreek Wealth Management
Ohio
$3.59M +$20.9K +339 +0.6%
AL
633
ADE LLC
Maryland
$3.53M -$2.05M -33,307 -37%
ICP
634
Interchange Capital Partners
Pennsylvania
$3.52M +$922K +14,963 +35%
WP
635
WealthSource Partners
California
$3.5M -$480K -7,794 -12%
GT
636
Glenmede Trust
Pennsylvania
$3.5M +$195K +3,166 +6%
CIAS
637
Capital Investment Advisory Services
North Carolina
$3.48M +$12.5K +203 +0.4%
DB
638
Dravo Bay
Delaware
$3.46M +$304K +4,937 +10%
CM
639
Columbus Macro
Pennsylvania
$3.42M -$273K -4,434 -7%
DAS
640
Dynamic Advisor Solutions
Arizona
$3.42M +$2.28M +36,960 +200%
MCA
641
MSH Capital Advisors
Arizona
$3.41M -$131K -2,131 -4%
FG
642
Fiduciary Group
Georgia
$3.41M +$1.45M +23,464 +74%
FUBT
643
First United Bank & Trust
Maryland
$3.4M -$60.2K -977 -2%
VI
644
Vestcor Inc
New Brunswick, Canada
$3.37M +$36.7K +595 +1%
CFO
645
CVA Family Office
Colorado
$3.36M -$2.36M -38,238 -41%
WPWM
646
Windward Private Wealth Management
Kansas
$3.35M +$1.21M +19,636 +57%
CIAS
647
CFS Investment Advisory Services
New Jersey
$3.33M -$228M -3,690,682 -99%
AAS
648
Ameritas Advisory Services
Nebraska
$3.31M +$763K +12,384 +30%
GTAM
649
Global Trust Asset Management
Florida
$3.3M -$429K -6,953 -11%
WAP
650
Wealthcare Advisory Partners
Pennsylvania
$3.27M -$7.02M -113,930 -68%
24 25
26
27 28