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
$4.43B
2
AWA
Arete Wealth Advisors
Illinois
$3.42B
3
Betterment LLC
Betterment LLC
New York
$758M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$449M
5
PCA
Personal Capital Advisors
California
$109M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$947M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$593M
3
UBS AM
UBS AM
Illinois
$0
4
CIAS
CFS Investment Advisory Services
New Jersey
$3.33M
5
BlackRock
BlackRock
New York
$2.61B
Name Holding Trade Value Shares
Change 		Shares
Change %
S
51
SignatureFD
Georgia
$230M +$16.5M +266,901 +8%
BBHC
52
Brown Brothers Harriman & Co
New York
$227M +$6.88M +111,691 +3%
AAS
53
Avantax Advisory Services
Texas
$207M +$4.79M +77,687 +2%
CAM
54
Cresset Asset Management
Illinois
$206M -$55.3M -895,494 -21%
Charles Schwab
55
Charles Schwab
California
$204M -$34.7M -562,230 -15%
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$194M +$13M +211,091 +7%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$167M -$10.6M -172,555 -6%
Creative Planning
58
Creative Planning
Kansas
$164M -$6.72M -108,981 -4%
FHB
59
First Hawaiian Bank
Hawaii
$162M +$2.61M +42,405 +2%
HCC
60
Hirtle Callaghan & Co
Pennsylvania
$158M +$710K +11,521 +0.5%
FCBT
61
First Citizens Bank & Trust
North Carolina
$155M +$1.62M +26,268 +1%
CS
62
Credit Suisse
Switzerland
$153M -$55.5M -900,000 -27%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$152M +$39M +633,440 +34%
GT
64
Greenleaf Trust
Michigan
$152M -$5.67M -91,966 -4%
CCWA
65
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$140M -$5.61M -91,044 -4%
BP
66
Ballentine Partners
Massachusetts
$140M +$8.09M +131,174 +6%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$139M +$49.3M +800,348 +55%
MMI
68
Matson Money Inc
Ohio
$128M +$2.93M +47,599 +2%
HTC
69
Haverford Trust Company
Pennsylvania
$127M -$7.56M -122,696 -6%
BB
70
Bell Bank
North Dakota
$126M -$5.97M -96,868 -5%
PP
71
Passaic Partners
New Jersey
$125M -$16.2M -262,741 -11%
CFG
72
Citizens Financial Group
Rhode Island
$123M -$10.9M -176,858 -8%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M +$9.19M +149,054 +8%
PFA
74
Pure Financial Advisors
California
$119M +$14.2M +230,423 +14%
Nuveen Asset Management
75
Nuveen Asset Management
Illinois
$117M -$136M -2,208,800 -54%
1 2
3
4 5