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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 %
DFC
876
DBK Financial Counsel
Ohio
$1.28M -$4.93K -80 -0.4%
IWM
877
IHT Wealth Management
Illinois
$1.27M -$41.6K -675 -3%
BCA
878
Bay Colony Advisors
Massachusetts
$1.27M -$21.3K -345 -2%
JSW
879
Journey Strategic Wealth
New Jersey
$1.26M +$1.26M +20,516 New
EFG
880
Everhart Financial Group
Ohio
$1.25M +$277K +4,494 +28%
MCA
881
Magnolia Capital Advisors
Mississippi
$1.24M -$2.03K -33 -0.2%
SWM
882
Shelton Wealth Management
Texas
$1.22M -$1.61M -26,063 -57%
NFC
883
Northeast Financial Consultants
Connecticut
$1.21M -$1.57M -25,397 -56%
FA
884
Flagstar Advisors
New York
$1.19M -$64.7K -1,049 -5%
SWP
885
ShoreHaven Wealth Partners
New Jersey
$1.19M +$133K +2,158 +13%
RIA
886
Realta Investment Advisors
Delaware
$1.18M -$78.2K -1,268 -6%
AFG
887
Arkansas Financial Group
Arkansas
$1.18M -$578K -9,371 -33%
IP
888
Ignite Planners
California
$1.17M +$64.1K +954 +6%
BF
889
BOK Financial
Oklahoma
$1.17M +$346K +5,609 +42%
AW
890
Avion Wealth
Texas
$1.17M – – –
PGWM
891
Parisi Gray Wealth Management
New Jersey
$1.15M +$196K +3,181 +20%
Lido Advisors
892
Lido Advisors
California
$1.15M -$186K -3,014 -14%
BJL
893
Brighton Jones LLC
Washington
$1.14M +$127K +2,064 +13%
NEPWA
894
New England Private Wealth Advisors
Massachusetts
$1.14M +$27.7K +449 +2%
AT
895
American Trust
Kentucky
$1.14M +$72.2K +1,172 +7%
IBOK
896
Independence Bank of Kentucky
Kentucky
$1.14M +$257K +4,173 +29%
BA
897
Bristlecone Advisors
Washington
$1.14M -$154K -2,494 -12%
PCMC
898
Paragon Capital Management (Colorado)
Colorado
$1.13M +$125K +2,030 +12%
SCP
899
Stevens Capital Partners
Nebraska
$1.12M +$1.12M +18,240 New
CSPIA
900
Cary Street Partners Investment Advisory
Virginia
$1.11M -$32.9K -533 -3%
34 35
36
37 38