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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 %
HPM
726
Hoxton Planning & Management
West Virginia
$2.38M +$2.38M +38,634 New
1WA
727
180 Wealth Advisors
Washington
$2.35M -$70.4K -1,046 -3%
CWA
728
Canvas Wealth Advisors
Kansas
$2.35M -$176K -2,664 -7%
USCWA
729
U.S. Capital Wealth Advisors
Texas
$2.33M +$171K +2,777 +8%
RC
730
Roundview Capital
New Jersey
$2.33M +$135K +2,191 +6%
WTA
731
Washington Trust Advisors
Massachusetts
$2.32M -$1.39M -22,504 -37%
HSA
732
HBK Sorce Advisory
Pennsylvania
$2.28M +$1.35M +21,889 +145%
Koshinski Asset Management
733
Koshinski Asset Management
Illinois
$2.27M +$1.17M +19,042 +107%
SC
734
Savant Capital
Illinois
$2.26M +$1.43M +87,780 +171%
CSWG
735
Cardinal Strategic Wealth Guidance
Kentucky
$2.26M -$23.6M -382,249 -91%
LIM
736
Leavell Investment Management
Alabama
$2.25M -$35.8K -580 -2%
LC
737
Lavaca Capital
Texas
$2.24M +$1.76M +28,497 +361%
IGWM
738
ICA Group Wealth Management
Colorado
$2.21M -$607K -9,848 -22%
AWM
739
Avior Wealth Management
Nebraska
$2.18M +$674K +10,930 +45%
NSIM
740
North Star Investment Management
Illinois
$2.17M -$17.8K -289 -0.8%
MWP
741
Madison Wealth Partners
Wisconsin
$2.17M +$1.26M +20,437 +138%
PP
742
PrairieView Partners
Minnesota
$2.16M -$51.2K -830 -2%
ACA
743
Ackerman Capital Advisors
Texas
$2.15M -$1.6K -26 -0.1%
BWIA
744
Bryant Woods Investment Advisors
New York
$2.14M +$114K +1,846 +6%
CTA
745
Colonial Trust Advisors
South Carolina
$2.14M -$92.5K -1,501 -4%
RWA
746
Ropes Wealth Advisors
Massachusetts
$2.13M +$87K +1,411 +4%
HT
747
HighTower Trust
Texas
$2.12M +$73.8K +1,205 +4%
JWM
748
JGP Wealth Management
Oregon
$2.09M +$181K +2,932 +9%
VWM
749
Valley Wealth Managers
New Jersey
$2.09M +$94K +1,525 +5%
CGFA
750
Colton Groome Financial Advisors
North Carolina
$2.08M -$37K -600 -2%
28 29
30
31 32