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 %
AWA
951
Amplius Wealth Advisors
Pennsylvania
$879K -$344K -5,578 -28%
DLHL
952
Donald L. Hagan LLC
Florida
$877K -$131K -2,133 -13%
CF
953
Cantor Fitzgerald
New York
$876K -$37K -600 -4%
HFA
954
High Falls Advisors
New York
$872K +$63.4K +1,029 +8%
MWM
955
Madison Wealth Management
Ohio
$871K +$452K +7,332 +108%
JFG
956
JMG Financial Group
Illinois
$870K +$132K +2,139 +18%
OFS
957
OneAscent Financial Services
Alabama
$868K +$868K +14,085 New
VCA
958
Verdence Capital Advisors
Maryland
$867K -$142K -2,300 -14%
FHA
959
Flagship Harbor Advisors
Massachusetts
$863K -$247 -4 -0%
CIBC Private Wealth Group
960
CIBC Private Wealth Group
Georgia
$860K +$112K +3,890 +15%
CIC
961
Carnegie Investment Counsel
Ohio
$847K +$41.3K +670 +5%
CF
962
Centaurus Financial
California
$840K -$759K -12,313 -47%
MHS
963
M Holdings Securities
Oregon
$838K +$504K +8,166 +151%
P
964
Pitcairn
Pennsylvania
$834K +$517K +8,383 +163%
OPA
965
Old Port Advisors
Maine
$832K +$268K +4,342 +47%
AIA
966
Avalon Investment & Advisory
Texas
$826K +$826K +13,397 New
PP
967
Pegasus Partners
Wisconsin
$823K -$969K -15,728 -54%
RJTCONH
968
Raymond James Trust Company of New Hampshire
New Hampshire
$823K +$5.49K +89 +0.7%
FFA
969
Farther Finance Advisors
California
$821K +$821K +13,325 New
NL
970
Navalign LLC
California
$819K -$247K -4,005 -23%
HHRDM
971
H&H Retirement Design & Management
Nevada
$815K -$127K -1,920 -13%
RB
972
Renasant Bank
Mississippi
$811K +$350K +5,682 +76%
CWA
973
CM Wealth Advisors
Ohio
$809K -$161K -2,600 -17%
MWM
974
Merriman Wealth Management
Washington
$808K -$1.48K -24 -0.2%
TCM
975
Tufton Capital Management
Maryland
$806K -$13.2K -214 -2%
37 38
39
40 41