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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 %
QCIG
1001
Quad-Cities Investment Group
Iowa
$723K -$303K -4,915 -30%
E
1002
ETFidea
New York
$722K +$722K +11,712 New
FNC
1003
First National Corp
Massachusetts
$720K +$22.3K +362 +3%
SSB
1004
Sandy Spring Bank
Maryland
$719K -$91.4K -1,483 -11%
FNBT
1005
FineMark National Bank & Trust
Florida
$714K +$250K +4,060 +54%
CWP
1006
Cyndeo Wealth Partners
Florida
$709K +$709K +11,505 New
EWM
1007
EPG Wealth Management
Georgia
$706K +$211K +3,415 +42%
NCM
1008
Northside Capital Management
Oregon
$706K +$706K +11,458 New
CFS
1009
CRA Financial Services
New Jersey
$705K -$101K -1,641 -13%
EIG
1010
Ellenbecker Investment Group
Wisconsin
$704K – – –
CRC
1011
Curi RMB Capital
Illinois
$701K -$193K -3,126 -22%
RFP
1012
RCS Financial Planning
Maryland
$699K +$699K +11,346 New
MLA
1013
My Legacy Advisors
Oregon
$699K -$246K -3,675 -26%
LJAC
1014
L.J. Altfest & Co
New York
$695K +$77.1K +1,252 +12%
FFG
1015
Ford Financial Group
California
$695K +$10.8K +176 +2%
Fiera Capital (Canada)
1016
Fiera Capital (Canada)
Quebec, Canada
$688K – – –
Lazard Asset Management
1017
Lazard Asset Management
New York
$687K – – –
PFGIA
1018
Patriot Financial Group Insurance Agency
Massachusetts
$686K -$2.12M -34,314 -76%
TVAMP
1019
Tennessee Valley Asset Management Partners
Tennessee
$683K -$55.7K -903 -8%
OSAM
1020
O'Shaughnessy Asset Management
Connecticut
$682K -$56K -909 -8%
SIC
1021
Salem Investment Counselors
North Carolina
$682K +$45.1K +732 +7%
KW
1022
KWB Wealth
California
$680K -$688K -11,159 -50%
RBC
1023
Romano Brothers & Co
Illinois
$676K -$62.1K -1,008 -8%
SDWMA
1024
Schneider Downs Wealth Management Advisors
Pennsylvania
$672K +$417K +6,758 +163%
CC
1025
Courier Capital
New York
$665K -$46.5K -755 -7%
39 40
41
42 43