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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 %
AWMS
1076
Advocacy Wealth Management Services
Georgia
$555K -$1.16M -18,897 -68%
DI
1077
DFPG Investments
Utah
$552K +$552K +8,513 New
FPCG
1078
Fort Pitt Capital Group
Pennsylvania
$546K +$546K +8,857 New
T
1079
TrueFG
Texas
$539K +$23.5K +381 +5%
SOS
1080
Silver Oak Securities
Tennessee
$536K -$150K -2,439 -22%
WCP
1081
Wick Capital Partners
Pennsylvania
$528K -$117K -1,903 -18%
TNB
1082
Thomasville National Bank
Georgia
$523K +$12.8K +207 +3%
MAS
1083
Madden Advisory Services
Florida
$522K +$22.4K +364 +4%
KDA
1084
Kraft Davis & Associates
Missouri
$520K +$520K +7,851 New
PA
1085
Planning Alternatives
Michigan
$519K -$122K -1,979 -19%
PTC
1086
Philadelphia Trust Company
Pennsylvania
$519K – – –
PFBT
1087
Parkside Financial Bank & Trust
Missouri
$517K -$11.4K -185 -2%
CPW
1088
Catalyst Private Wealth
California
$515K +$13.1K +212 +3%
LFG
1089
Larson Financial Group
Missouri
$515K -$180K -2,920 -26%
LWM
1090
LJI Wealth Management
Indiana
$513K +$513K +8,326 New
TI
1091
Tidal Investments
Wisconsin
$511K +$511K +8,284 New
FWM
1092
FMB Wealth Management
California
$508K +$508K +8,248 New
CCFM
1093
Clear Creek Financial Management
Washington
$503K +$169K +2,744 +51%
MMPW
1094
Mitchell McLeod Pugh & Williams
Alabama
$502K +$71.5K +1,160 +17%
9WM
1095
9258 Wealth Management
Ohio
$502K -$29.8K -483 -6%
TPWM
1096
Twelve Points Wealth Management
Massachusetts
$501K +$20.8K +338 +4%
TCM
1097
TD Capital Management
Tennessee
$500K +$69.8K +1,133 +16%
EW
1098
Evoke Wealth
California
$496K – – –
HWA
1099
Hilltop Wealth Advisors
North Carolina
$493K -$95.1K -1,542 -16%
FFA
1100
Founders Financial Alliance
North Carolina
$489K +$5.86K +95 +1%
42 43
44
45 46