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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
$4.43B
2
AWA
Arete Wealth Advisors
Illinois
$3.42B
3
Betterment LLC
Betterment LLC
New York
$758M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$449M
5
PCA
Personal Capital Advisors
California
$109M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$947M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$593M
3
UBS AM
UBS AM
Illinois
$0
4
CIAS
CFS Investment Advisory Services
New Jersey
$3.33M
5
BlackRock
BlackRock
New York
$2.61B
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
76
Truepoint Inc
Ohio
$111M -$3.85M -62,466 -3%
CFG
77
CKW Financial Group
Hawaii
$110M +$1.27M +20,625 +1%
PCA
78
Personal Capital Advisors
California
$109M +$108M +1,748,763 +10,834%
MWM
79
Modera Wealth Management
New Jersey
$109M +$14.5M +235,131 +15%
Mirae Asset Global Investments
80
Mirae Asset Global Investments
South Korea
$108M +$5.46M +88,579 +5%
HHGA
81
Halbert Hargrove Global Advisors
California
$105M +$738K +11,976 +0.7%
Northern Trust
82
Northern Trust
Illinois
$101M -$136M -2,207,619 -57%
HWA
83
Heritage Wealth Advisors
Virginia
$101M +$2.8M +45,388 +3%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$101M +$30.6M +496,937 +44%
APCM
85
Alaska Permanent Capital Management
Alaska
$101M -$3.45M -55,891 -3%
FBFS
86
First Business Financial Services
Wisconsin
$98.7M -$3.93M -63,814 -4%
MWM
87
Mission Wealth Management
California
$97.8M +$4.19M +68,041 +4%
FCFS
88
First Command Financial Services
Texas
$93.4M +$78.8K +1,278 +0.1%
FCB
89
First Command Bank
Texas
$93.4M +$78.8K +1,278 +0.1%
MML Investors Services
90
MML Investors Services
Massachusetts
$89.7M +$14.9M +242,182 +20%
CAN
91
Cetera Advisor Networks
California
$88.5M +$23.4M +379,999 +36%
FLPIM
92
F.L. Putnam Investment Management
Massachusetts
$87.6M +$2.8M +45,446 +3%
VWM
93
Venturi Wealth Management
Texas
$86.7M +$86.1M +1,397,372 +16,382%
AWE
94
Avidian Wealth Enterprises
Texas
$85.9M -$4.83M -78,313 -5%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$83M +$7.27M +108,969 +10%
EH
96
Equitable Holdings
New York
$80.9M -$2.2M -35,690 -3%
PFO
97
Pathstone Family Office
New Jersey
$80.8M -$8.32M -100,500 -9%
VC
98
Vicus Capital
Pennsylvania
$76M -$6.64M -107,790 -8%
NA
99
Nottingham Advisors
New York
$74.6M -$3.89M -63,116 -5%
JCM
100
Janney Capital Management
Pennsylvania
$74.5M -$3.51M -56,878 -4%
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