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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 %
EAM
801
Evanson Asset Management
California
$1.73M +$6.9K +112 +0.4%
MFG
802
Magnus Financial Group
New York
$1.71M +$230K +3,729 +16%
LT
803
Legacy Trust
Michigan
$1.71M +$1.71M +27,675 New
NCM
804
New Capital Management
Texas
$1.7M +$248K +4,021 +17%
VWA
805
Visionary Wealth Advisors
Illinois
$1.69M +$358K +5,804 +27%
CA
806
Claro Advisors
Massachusetts
$1.69M +$906K +14,703 +116%
SAF
807
Smith Anglin Financial
Texas
$1.69M +$537K +8,719 +47%
HFA
808
Highland Financial Advisors
New Jersey
$1.69M -$396K -6,425 -19%
1SB
809
1ST Source Bank
Indiana
$1.68M -$72.7K -1,179 -4%
HIM
810
Hanlon Investment Management
New Jersey
$1.68M – – –
SLT
811
St Louis Trust
Missouri
$1.67M +$1.08M +17,550 +184%
SVWAG
812
Sound View Wealth Advisors Group
Georgia
$1.67M +$811K +11,525 +95%
BMCM
813
Bryn Mawr Capital Management
Pennsylvania
$1.65M +$62.6K +1,015 +4%
NCM
814
NCM Capital Management
New Jersey
$1.65M -$329K -5,330 -17%
JFG
815
JDM Financial Group
Texas
$1.65M +$1.65M +26,724 New
W
816
WealthOne
New York
$1.64M -$135K -2,183 -8%
CAL
817
Capital Advisors Ltd
Ohio
$1.64M -$51.3K -832 -3%
SIG
818
Stonegate Investment Group
Alabama
$1.64M -$127K -2,054 -7%
SWA
819
Sax Wealth Advisors
New Jersey
$1.64M -$509K -8,255 -24%
KL
820
KWMG LLC
Kansas
$1.63M -$277K -4,495 -15%
FCFC
821
First Citizens Financial Corp
Iowa
$1.63M +$148K +2,407 +10%
SCM
822
Sebold Capital Management
Illinois
$1.63M +$1.63M +26,461 New
State Street
823
State Street
Massachusetts
$1.62M +$157K +2,553 +11%
WB
824
WesBanco Bank
West Virginia
$1.61M +$287K +4,659 +22%
AF
825
Allworth Financial
California
$1.6M -$512K -8,309 -24%
31 32
33
34 35