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 %
MHR
1026
Matthew Hamilton Rosenberg
$665K -$117K -1,903 -15%
WF
1027
Welch & Forbes
Massachusetts
$664K +$63.9K +1,036 +11%
CAM
1028
Columbia Asset Management
Michigan
$664K +$24.7K +400 +4%
MCCP
1029
Mission Creek Capital Partners
California
$660K +$90.4K +1,466 +16%
LWA
1030
Lowe Wealth Advisors
Maryland
$655K -$15.4K -250 -2%
TFA
1031
Tobias Financial Advisors
Florida
$653K +$2.28K +37 +0.4%
3LCM
1032
3D/L Capital Management
Connecticut
$653K +$60.7K +985 +10%
ZCA
1033
Zeke Capital Advisors
Pennsylvania
$651K -$14.3K -232 -2%
CWM
1034
Chicago Wealth Management
Illinois
$649K – – –
D
1035
Diversified
Delaware
$643K +$346K +5,615 +117%
CCA
1036
Cobblestone Capital Advisors
New York
$639K -$13.4K -218 -2%
TPWA
1037
TRUE Private Wealth Advisors
Oregon
$638K +$204K +3,304 +47%
BWM
1038
BCGM Wealth Management
Indiana
$633K -$3.95K -64 -0.6%
DCM
1039
Dudley Capital Management
Virginia
$631K +$631K +10,242 New
CCG
1040
Cypress Capital Group
Florida
$629K -$9.12K -148 -1%
BFS
1041
Bradley Foster & Sargent
Connecticut
$626K -$22.7K -368 -3%
MAM
1042
Madison Asset Management
Wisconsin
$626K -$59.5K -966 -9%
SWM
1043
Sugarloaf Wealth Management
Georgia
$622K -$13.4K -218 -2%
CW
1044
CreativeOne Wealth
Kansas
$619K +$37K +600 +6%
MGP
1045
Metis Global Partners
California
$619K -$190K -3,086 -24%
HPC
1046
HM Payson & Co
Maine
$615K +$158K +2,558 +34%
IWMWV
1047
Ironwood Wealth Management (West Virginia)
West Virginia
$615K -$576K -8,747 -48%
NCM
1048
Noesis Capital Mangement
Florida
$614K – – –
ODG
1049
O'Dell Group
Ohio
$612K +$6.1K +99 +1%
QC
1050
Quent Capital
New York
$611K +$2.96K +48 +0.5%
40 41
42
43 44