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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 %
SL
701
SWMG LLC
Texas
$2.62M +$1.21M +19,711 +86%
SAM
702
Silvercrest Asset Management
New York
$2.62M -$273K -4,421 -9%
PI
703
Parkside Investments
Illinois
$2.58M +$331K +5,375 +15%
FNWM
704
Financial Network Wealth Management
Utah
$2.58M +$510K +8,275 +25%
CWM
705
Capital Wealth Management
Rhode Island
$2.57M +$98.6K +1,599 +4%
WAM
706
Wakefield Asset Management
Colorado
$2.57M +$34.6K +562 +1%
CT
707
Cambridge Trust
Massachusetts
$2.53M +$2.09M +33,831 +471%
AC
708
Apella Capital
Connecticut
$2.52M +$698K +11,317 +38%
DW
709
Domani Wealth
Pennsylvania
$2.52M +$2.52M +40,949 New
WA
710
Waverly Advisors
Alabama
$2.52M +$13.3K +216 +0.5%
AI
711
Axiom Investors
Connecticut
$2.5M -$2.07M -33,600 -45%
JWCA
712
J.W. Cole Advisors
Florida
$2.49M -$107K -1,739 -4%
BSW
713
Buckingham Strategic Wealth
Missouri
$2.49M -$89.7K -1,456 -3%
DP
714
Denver PWM
Colorado
$2.49M +$1.18M +19,135 +90%
BWM
715
Boyd Wealth Management
California
$2.49M -$1.39M -22,520 -36%
TI
716
tru Independence
Oregon
$2.49M -$80.1K -1,300 -3%
HT
717
Heritage Trust
Oklahoma
$2.48M -$3.76K -61 -0.2%
PAM
718
Peninsula Asset Management
Florida
$2.48M -$111K -1,795 -4%
SFA
719
Sequoia Financial Advisors
Ohio
$2.47M +$1.12M +18,216 +83%
MSWM
720
McGlone Suttner Wealth Management
Wisconsin
$2.46M +$2.46M +39,856 New
CFP
721
Cypress Financial Planning
New Jersey
$2.43M +$180K +2,899 +8%
WSFS
722
Wilmington Savings Fund Society
Delaware
$2.41M -$49.3K -800 -2%
NFG
723
Nations Financial Group
Iowa
$2.41M -$114K -1,845 -5%
RC
724
Rovin Capital
Arizona
$2.39M +$2.39M +38,772 New
PAM
725
Palisade Asset Management
Minnesota
$2.39M +$1.05M +17,075 +79%
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