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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 %
HCM
676
Hollencrest Capital Management
California
$2.93M -$365K -5,917 -11%
CTA
677
Chesley Taft & Associates
Illinois
$2.92M -$871K -14,125 -23%
PFM
678
Phillips Financial Management
Indiana
$2.92M -$1.15M -18,682 -28%
PTC
679
Private Trust Company
Ohio
$2.89M -$201K -3,259 -7%
Nisa Investment Advisors
680
Nisa Investment Advisors
Missouri
$2.88M +$86.3K +1,400 +3%
NCM
681
Next Capital Management
New York
$2.88M +$891K +14,463 +45%
VIA
682
Vickerman Investment Advisors
Washington
$2.87M -$1.88M -30,544 -40%
PM
683
Pembroke Management
Quebec, Canada
$2.87M -$210K -3,410 -7%
GM
684
GeoWealth Management
Illinois
$2.86M +$1.24M +20,045 +76%
HSWM
685
Hubbell Strickland Wealth Management
Louisiana
$2.84M -$155K -2,522 -5%
WIA
686
World Investment Advisors
California
$2.84M -$431K -6,994 -13%
BIA
687
Bigelow Investment Advisors
Maine
$2.82M +$277K +4,499 +11%
BAG
688
Briggs Advisory Group
Rhode Island
$2.79M -$520K -8,444 -16%
MCCA
689
Mill Creek Capital Advisors
Pennsylvania
$2.78M +$2.78M +45,045 New
IC
690
Innealta Capital
Texas
$2.75M +$527K +8,549 +24%
EWA
691
EP Wealth Advisors
California
$2.74M -$187K -3,031 -6%
OC
692
Oppenheimer & Co
New York
$2.73M -$366K -5,943 -12%
SRC
693
Shufro Rose & Co
New York
$2.72M +$743K +12,054 +38%
SBL
694
Sargent Bickham Lagudis
Colorado
$2.72M +$886K +14,373 +48%
AFS
695
Annapolis Financial Services
Maryland
$2.72M -$119K -1,934 -4%
JJBC
696
James J. Burns & Company
New York
$2.67M +$559K +9,073 +27%
CIR
697
Clear Investment Research
Georgia
$2.65M -$206K -3,336 -7%
SC
698
Stephens Consulting
Michigan
$2.65M +$910K +14,771 +52%
FTS
699
Fifth Third Securities
Ohio
$2.64M -$391K -6,348 -13%
PA
700
Procyon Advisors
Connecticut
$2.63M +$1.49M +24,121 +130%
26 27
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