IEFA icon

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 %
CMBA
901
C.M. Bidwell & Associates
Hawaii
$1.11M -$20.2K -327 -2%
WWM
902
Wolff Wiese Magana
California
$1.1M -$126K -2,049 -10%
SAM
903
Strategy Asset Managers
California
$1.1M -$42.5K -689 -4%
BWCS
904
Beirne Wealth Consulting Services
Connecticut
$1.09M -$1.9M -30,814 -63%
GWM
905
GDS Wealth Management
Texas
$1.09M -$126K -2,045 -10%
HNB
906
Huntington National Bank
Ohio
$1.09M -$1.59M – –
ACM
907
Advisors Capital Management
New Jersey
$1.08M -$70.5K -1,143 -6%
BF
908
Brooklyn FI
New York
$1.07M -$6.98M -16,759 -87%
AWM
909
Accurate Wealth Management
Florida
$1.06M +$1.06M +16,408 New
SI
910
Saxon Interests
Texas
$1.06M -$158K -2,455 -13%
RA
911
RFG Advisory
Alabama
$1.05M -$530K -7,921 -33%
BFO
912
Biltmore Family Office
North Carolina
$1.05M -$498K -8,083 -32%
OIS
913
Okabena Investment Services
Minnesota
$1.04M -$1.78M -28,924 -63%
RA
914
Rise Advisors
New York
$1.04M -$259K -4,201 -20%
BFW
915
Brady Family Wealth
Missouri
$1.03M +$1.03M +16,785 New
DSA
916
Droms Strauss Advisors
Missouri
$1.03M +$317K +5,159 +44%
TCWA
917
Ten Capital Wealth Advisors
Washington
$1.03M +$88.9K +1,442 +9%
GA
918
Goldstein Advisors
Wisconsin
$1.03M +$1.03M +16,667 New
FM
919
Foster & Motley
Ohio
$1.02M -$16.4K -266 -2%
DI
920
Disciplined Investments
Oklahoma
$1.02M +$83K +1,347 +9%
PFG
921
PAX Financial Group
Texas
$1.01M +$23.5K +382 +2%
RPWA
922
Regent Peak Wealth Advisors
Georgia
$1.01M -$10.1M -164,503 -91%
SC
923
Scotia Capital
Ontario, Canada
$1.01M -$1.34M -21,702 -57%
SCA
924
Sandy Cove Advisors
Massachusetts
$1.01M -$89.1K -1,446 -8%
NHT
925
New Hampshire Trust
New Hampshire
$998K +$998K +16,197 New
35 36
37
38 39