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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 %
WB
926
West Bancorporation
Iowa
$991K +$6.16K +100 +0.6%
LSPW
927
Lake Street Private Wealth
Illinois
$991K -$501K -8,123 -34%
KA
928
Kooman & Associates
Pennsylvania
$985K +$985K +15,982 New
PWAC
929
Private Wealth Advisors (California)
California
$978K +$4.01K +65 +0.4%
CFB
930
Cullen/Frost Bankers
Texas
$976K +$224K +3,641 +30%
RF
931
RHS Financial
California
$971K +$323K +5,238 +50%
FCB
932
First County Bank
Connecticut
$963K +$963K +15,626 New
QPWM
933
Quadrant Private Wealth Management
Pennsylvania
$961K +$961K +15,589 New
ZCM
934
Ziegler Capital Management
Illinois
$957K -$157K -2,555 -14%
TPW
935
TL Private Wealth
Texas
$955K +$35K +545 +4%
PCIA
936
Prime Capital Investment Advisors
Kansas
$943K +$179K +2,901 +23%
KWM
937
Kingsview Wealth Management
Oregon
$942K +$79.7K +1,293 +9%
KIG
938
Kowal Investment Group
Wisconsin
$941K +$2.47K +40 +0.3%
NPP
939
New Potomac Partners
Maryland
$933K +$933K +15,132 New
FIM
940
Freedom Investment Management
Connecticut
$932K +$82.3K +1,335 +10%
WWA
941
WCG Wealth Advisors
Nevada
$928K -$43.6K -708 -4%
PWS
942
Peterson Wealth Services
Utah
$920K +$273K +4,426 +42%
TA
943
Tiedemann Advisors
New York
$916K +$115K +1,873 +14%
EK
944
Evensky & Katz
Florida
$911K -$61.3K -995 -6%
RWM
945
Rockwood Wealth Management
Pennsylvania
$901K +$16.7K +271 +2%
VCP
946
Verus Capital Partners
Arizona
$900K +$374K +6,063 +71%
PCM
947
Parsons Capital Management
Rhode Island
$899K +$7.4K +120 +0.8%
PA
948
PFG Advisors
Arizona
$891K +$189K +3,060 +27%
BDF
949
Black Diamond Financial
Maryland
$886K +$62 +1 +0%
V
950
Veritable
Delaware
$883K -$542K -8,794 -38%
36 37
38
39 40