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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 %
WIP
776
WealthCare Investment Partners
Rhode Island
$1.9M -$196K -3,187 -9%
SC
777
Schiavi & Co
Delaware
$1.9M +$719K +11,671 +61%
I2I
778
Insight 2811 Inc
Illinois
$1.89M +$120K +1,947 +7%
IAG
779
Investment Advisory Group
Massachusetts
$1.87M -$4.81K -78 -0.3%
NB
780
Northwest Bancshares
Pennsylvania
$1.87M -$121K -1,970 -6%
PPW
781
PACK Private Wealth
Minnesota
$1.86M +$901K +14,613 +94%
MA
782
MAS Advisors
Florida
$1.82M -$313K -5,072 -15%
NWM
783
Northwest Wealth Management
Iowa
$1.82M -$313K -5,070 -15%
HF
784
HRT Financial
New York
$1.81M +$274K +4,444 +18%
FWM
785
Forza Wealth Management
Florida
$1.81M +$1.81M +29,394 New
AR
786
Apeiron RIA
Texas
$1.81M +$1.11M +18,027 +159%
KFGK
787
Keystone Financial Group (Kentucky)
Kentucky
$1.81M +$11.7K +190 +0.7%
LC
788
LTG Capital
Massachusetts
$1.79M +$1.29M +20,934 +256%
4FG
789
4Thought Financial Group
New York
$1.79M -$23.4K -380 -1%
CI Investments Inc
790
CI Investments Inc
Ontario, Canada
$1.79M -$160K -2,600 -8%
PP
791
Prudential plc
United Kingdom
$1.78M +$851K +13,800 +92%
FA
792
Fountainhead AM
New Jersey
$1.77M -$110K -1,790 -6%
VA
793
Valmark Advisers
Ohio
$1.77M +$80.6K +1,307 +5%
PG
794
Patten Group
Tennessee
$1.76M -$340K -5,520 -16%
OCM
795
Objective Capital Management
Ohio
$1.76M -$22.1K -359 -1%
PPC
796
Park Place Capital
Alabama
$1.76M +$1.76M +28,553 New
FI
797
Financial Insights
Washington
$1.74M +$1.13M +18,285 +184%
LGWM
798
Litman Gregory Wealth Management
California
$1.73M -$97.4K -1,580 -5%
BG
799
Benedetti & Gucer
Georgia
$1.73M -$100K -1,628 -5%
TFS
800
Thoroughbred Financial Services
Tennessee
$1.73M -$162K -2,634 -9%
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