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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 %
LNC
751
Lincoln National Corp
Pennsylvania
$2.08M -$2.54M -41,273 -55%
IAA
752
Independent Advisor Alliance
North Carolina
$2.07M +$34.6K +562 +2%
SFG
753
Sovereign Financial Group
Connecticut
$2.07M +$142K +2,306 +7%
DADC
754
D.A. Davidson & Co
Montana
$2.06M -$2.62M -42,454 -56%
CFA
755
CWS Financial Advisors
Michigan
$2.05M -$360K -4,995 -15%
RFG
756
Range Financial Group
Oregon
$2.04M +$78.9K +1,280 +4%
OFG
757
Oxford Financial Group
Indiana
$2.04M +$1.98M +32,201 +3,917%
MA
758
Montag & Associates
Georgia
$2.03M +$2.03M +32,884 +74,736%
AF
759
Advisornet Financial
Minnesota
$2M -$330K -5,356 -14%
LWA
760
Lineweaver Wealth Advisors
Ohio
$1.99M -$21.8K -354 -1%
SYBT
761
Stock Yards Bank & Trust
Kentucky
$1.98M +$7.71K +125 +0.4%
HR
762
Howe & Rusling
New York
$1.98M -$218K -3,535 -10%
WWM
763
Western Wealth Management
Colorado
$1.97M -$3.07M -49,825 -61%
EW
764
Enzi Wealth
Texas
$1.95M -$273K -4,087 -12%
VAS
765
Vestmark Advisory Solutions
Massachusetts
$1.94M +$997K +16,176 +106%
KOMWMG
766
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.94M -$1.04M -16,942 -35%
RPSA
767
Richard P. Slaughter Associates
Texas
$1.94M +$1.23M +19,966 +174%
MIM
768
Macroview Investment Management
Maryland
$1.93M -$12.9K -209 -0.7%
PFS
769
Prospera Financial Services
Texas
$1.93M -$167K -2,711 -8%
EPA
770
Element Pointe Advisors
Florida
$1.92M +$1.92M +31,222 New
CWC
771
Carolinas Wealth Consulting
North Carolina
$1.92M -$376K -6,098 -16%
MSWMA
772
Market Street Wealth Management Advisors
Indiana
$1.92M +$35.8K +580 +2%
CP
773
Capital Planning
Washington
$1.92M +$107K +1,743 +6%
CT
774
Colonial Trust
South Carolina
$1.92M +$145K +2,357 +8%
VC
775
Veracity Capital
Georgia
$1.9M -$20.2K -328 -1%
29 30
31
32 33