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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 %
GWM
1051
Grand Wealth Management
Michigan
$606K -$183K -2,962 -23%
SWPG
1052
Strategic Wealth Partners Group
Illinois
$601K +$68.1K +1,106 +13%
MSFS
1053
Main Street Financial Solutions
Pennsylvania
$598K +$11.3K +184 +2%
C
1054
CEDRUS
Colorado
$598K +$117K +1,891 +24%
IAG
1055
Investmark Advisory Group
Connecticut
$596K +$7.46K +121 +1%
JIP
1056
Jaffetilchin Investment Partners
Florida
$594K -$190K -3,078 -24%
AFM
1057
Andesa Financial Management
Pennsylvania
$594K -$428K -6,943 -42%
WDL
1058
Well Done LLC
Michigan
$594K +$594K +9,632 New
RF
1059
Resolute Financial
Massachusetts
$593K -$110K -1,778 -16%
RCG
1060
Regatta Capital Group
California
$592K -$523K -8,483 -47%
SC
1061
SouthState Corp
Florida
$592K +$236K +3,836 +67%
WMA
1062
West Michigan Advisors
Michigan
$590K +$64.3K +1,043 +12%
RRA
1063
Round Rock Advisors
Connecticut
$587K – – –
FNBSF
1064
First National Bank Sioux Falls
South Dakota
$581K +$98.7K +1,601 +20%
AA
1065
Advisory Alpha
Michigan
$578K -$123 -2 -0%
MWM
1066
Maripau Wealth Management
Indiana
$575K +$31.9K +484 +6%
BFA
1067
Beacon Financial Advisory
Ohio
$574K +$616 +10 +0.1%
CWS
1068
Cypress Wealth Services
California
$573K +$43.7K +709 +8%
SL
1069
Sentinus LLC
Illinois
$569K -$196K -3,181 -26%
VP
1070
Verum Partners
North Carolina
$566K +$566K +9,185 New
SHWM
1071
Silicon Hills Wealth Management
Texas
$561K -$307K -4,979 -35%
NCM
1072
Northwest Capital Management
Oregon
$559K +$559K +9,074 New
TF
1073
Tompkins Financial
New York
$559K -$51.5K -834 -8%
LWM
1074
Lyell Wealth Management
California
$558K +$558K +9,057 New
HG
1075
Harbor Group
New Hampshire
$558K +$112K +1,809 +25%
41 42
43
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