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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 %
AGP
826
Autumn Glory Partners
Texas
$1.59M +$1.59M +25,740 New
CBFP
827
Cedar Brook Financial Partners
Ohio
$1.58M -$47.5K -770 -3%
ST
828
Sentinel Trust
Texas
$1.57M -$13.9K -226 -0.9%
FCM
829
Firestone Capital Management
Florida
$1.54M -$188K -3,042 -11%
CWM
830
Cabot Wealth Management
Massachusetts
$1.54M -$128K -2,076 -8%
BB
831
Busey Bank
Illinois
$1.53M -$109K -1,768 -7%
CW
832
CIC Wealth
Maryland
$1.52M +$1.52M +24,651 New
CA
833
CSM Advisors
Pennsylvania
$1.52M -$4.97M -80,639 -77%
UW
834
Unique Wealth
Florida
$1.51M +$1.51M +24,577 New
CCM
835
Carlson Capital Management
Minnesota
$1.51M +$214K +3,475 +16%
CAG
836
Csenge Advisory Group
Florida
$1.51M +$110K +1,789 +8%
HWM
837
Hassell Wealth Management
Louisiana
$1.51M +$1.51M +22,697 New
SCM
838
SOL Capital Management
Maryland
$1.49M +$402K +6,517 +37%
LP
839
LGL Partners
Pennsylvania
$1.48M -$354K -5,745 -19%
BWA
840
BlueSky Wealth Advisors
North Carolina
$1.48M -$35.7K -579 -2%
IA
841
IFG Advisory
Georgia
$1.47M -$34.7K -563 -2%
LA
842
Lane & Associates
New Jersey
$1.47M +$1.47M +23,794 New
EPP
843
ETF Portfolio Partners
Kansas
$1.45M +$37.6K +610 +3%
RW
844
Reframe Wealth
Virginia
$1.44M +$1.44M +23,306 New
CDIA
845
Capital Directions Investment Advisors
Georgia
$1.44M +$1.44M +23,306 New
AWS
846
AJ Wealth Strategies
New York
$1.43M -$2.52M -40,859 -64%
VCM
847
Vivaldi Capital Management
Illinois
$1.42M -$297K -4,621 -17%
VPIM
848
Vanguard Personalized Indexing Management
California
$1.42M -$93.3K -1,514 -6%
CFA
849
Cahill Financial Advisors
Minnesota
$1.41M -$270K -4,384 -16%
T
850
TCWP
Ohio
$1.4M -$933K -15,074 -40%
32 33
34
35 36