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 %
CAC
651
Certified Advisory Corp
Florida
$3.26M +$548K +8,886 +20%
KFP
652
KB Financial Partners
New Jersey
$3.23M +$3.23M +52,315 New
AFO
653
Allie Family Office
Florida
$3.18M +$115K +1,863 +4%
FBA
654
Front Barnett Associates
Illinois
$3.18M -$47.8K -775 -1%
CL
655
COWA LLC
Oklahoma
$3.18M -$742K -9,089 -19%
FC
656
Fulcrum Capital
Washington
$3.17M +$3.17M +51,352 New
PWAG
657
Polaris Wealth Advisory Group
California
$3.16M +$3.16M +48,804 New
ZIM
658
Zacks Investment Management
Illinois
$3.15M +$239K +3,878 +8%
AG
659
Ascent Group
Virginia
$3.13M -$103K -1,673 -3%
KWA
660
KCS Wealth Advisory
California
$3.1M +$60K +973 +2%
FWP
661
FAS Wealth Partners
Kansas
$3.08M +$693K +11,240 +29%
IWA
662
Icon Wealth Advisors
Texas
$3.05M -$71.4K -1,159 -2%
STA
663
Summit Trail Advisors
New York
$3.04M -$52.6K -854 -2%
HIA
664
Harbor Investment Advisory
Maryland
$3.01M +$94.5K +1,533 +3%
TWM
665
Tanglewood Wealth Management
Texas
$3M +$1.4M +22,656 +87%
EFM
666
Eley Financial Management
Vermont
$3M +$3M +48,626 New
LWANC
667
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.99M +$353K +5,731 +13%
AIM
668
Aspen Investment Management
Michigan
$2.99M -$67.8K -1,099 -2%
SS
669
Simplicity Solutions
Minnesota
$2.98M -$764K -12,397 -20%
EWM
670
Endowment Wealth Management
Wisconsin
$2.98M -$36.7K -596 -1%
MBFW
671
Morton Brown Family Wealth
Pennsylvania
$2.97M +$391K +6,338 +15%
ATC
672
Argent Trust Co
Tennessee
$2.96M -$5.09M -82,503 -63%
KCM
673
Kanawha Capital Management
Virginia
$2.95M -$114K -1,850 -4%
TA
674
TFB Advisors
Kansas
$2.95M +$2.95M +47,804 New
RZH
675
Relyea Zuckerberg Hanson
Connecticut
$2.94M +$698K +11,329 +31%
25 26
27
28 29