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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 %
JIC
976
Johnson Investment Counsel
Ohio
$800K -$416K -6,752 -34%
MFG
977
MidWestOne Financial Group
Iowa
$796K +$235K +3,818 +42%
SSW
978
Stone Summit Wealth
Florida
$792K +$63.6K +1,031 +9%
OW
979
Olistico Wealth
Oklahoma
$792K +$792K +12,844 New
JFA
980
JNBA Financial Advisors
Minnesota
$791K +$293K +4,754 +59%
FB
981
Fulton Bank
Pennsylvania
$790K -$22.7K -369 -3%
EDRIA
982
Edmonds Duncan Registered Investment Advisors
Kansas
$783K +$783K +12,700 New
IDA
983
Intelligence Driven Advisers
California
$779K -$10.3M -160,810 -93%
RW
984
RVW Wealth
California
$775K -$26.2K -425 -3%
ClearBridge Investments
985
ClearBridge Investments
New York
$770K +$770K +12,497 New
VCS
986
Vaughan & Co Securities
New Jersey
$768K +$139K +2,258 +22%
SFP
987
Sweet Financial Partners
Minnesota
$759K – – –
TWA
988
Talisman Wealth Advisors
New Jersey
$758K +$758K +12,303 New
WMP
989
Wealth Management Partners
Arizona
$757K -$63K -1,000 -8%
HCM
990
Hengehold Capital Management
Ohio
$756K -$26.6K -431 -3%
KFS
991
Kelly Financial Services
Massachusetts
$752K +$17K +275 +2%
SWM
992
Silverlake Wealth Management
Vermont
$752K +$93.3K +1,513 +14%
SG
993
StoneX Group
New York
$751K -$60.3K -979 -7%
PB
994
Pinnacle Bancorp
Nebraska
$748K +$47.6K +772 +7%
SSWG
995
Seven Springs Wealth Group
Tennessee
$744K -$20.3K -329 -3%
TC
996
Trilogy Capital
California
$740K +$391K +6,347 +112%
SPIO
997
Seven Post Investment Office
California
$740K +$740K +12,001 New
COCM
998
Charter Oak Capital Management
New Hampshire
$737K -$53.5K -868 -7%
SBH
999
Segall Bryant & Hamill
Illinois
$732K -$23.6K -384 -3%
GWA
1000
GGM Wealth Advisors
Maryland
$729K -$209K -3,267 -22%
38 39
40
41 42