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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 %
WRTC
851
Wind River Trust Company
Wyoming
$1.4M – – –
EIP
852
Ellis Investment Partners
Pennsylvania
$1.4M +$326K +5,296 +31%
OWA
853
One Wealth Advisors
California
$1.39M +$1.39M +22,497 New
HFS
854
Howard Financial Services
Texas
$1.38M +$298K +4,839 +28%
ZB
855
Zions Bancorporation
Utah
$1.38M – – –
PBO
856
Peoples Bank (Ohio)
Ohio
$1.38M -$1.31M -21,246 -49%
LFAS
857
Level Four Advisory Services
Texas
$1.38M +$336K +5,445 +32%
WF
858
Warner Financial
Maryland
$1.36M -$202K -3,276 -13%
CMP
859
Courage Miller Partners
Virginia
$1.36M -$2.4K -39 -0.2%
NRC
860
New Republic Capital
North Carolina
$1.35M +$1.35M +21,945 New
CIA
861
Capital Investment Advisors
Georgia
$1.35M -$14.9K -241 -1%
AFS
862
Access Financial Services
Minnesota
$1.35M +$57.4K +931 +4%
GPWA
863
Great Point Wealth Advisors
Massachusetts
$1.34M -$74.9K -1,215 -5%
FPAS
864
Focus Partners Advisor Solutions
Missouri
$1.34M -$21.1K -342 -2%
BHWA
865
Beacon Harbor Wealth Advisors
Virginia
$1.33M +$1.33M +21,619 New
LC
866
Lincoln Capital
Nebraska
$1.33M -$118K -1,917 -8%
WAL
867
W Advisors LLC
Tennessee
$1.32M +$1.32M +21,448 New
WS
868
Wedbush Securities
California
$1.32M +$98.7K +1,602 +8%
PP
869
Patron Partners
Texas
$1.31M -$60.2K -976 -4%
GWCM
870
Godshalk Welsh Capital Management
Pennsylvania
$1.3M -$76.9K -1,248 -6%
SFG
871
StrategIQ Financial Group
Indiana
$1.3M -$9.06K -147 -0.7%
PCA
872
Pallas Capital Advisors
Massachusetts
$1.3M -$13.1K -196 -1%
PIA
873
Panoramic Investment Advisors
Colorado
$1.3M +$1.3M +21,015 New
EWM
874
Evercore Wealth Management
New York
$1.29M -$36.9K -599 -3%
HSG
875
Helen Stephens Group
Texas
$1.29M +$1.29M +20,984 New
33 34
35
36 37