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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 %
HIP
1101
HUB Investment Partners
Texas
$488K -$15K -244 -3%
CHC
1102
City Holding Co
West Virginia
$487K – – –
BC
1103
Barrett & Company
Rhode Island
$487K – – –
MFS
1104
McNamara Financial Services
Massachusetts
$486K +$37.2K +604 +8%
GWM
1105
GSB Wealth Management
Connecticut
$483K +$72.8K +1,181 +18%
MA
1106
Momentum Advisors
New York
$483K +$104K +1,692 +28%
EWM
1107
Empirical Wealth Management
Washington
$483K -$307K -4,982 -39%
FWIA
1108
Fort Washington Investment Advisors
Ohio
$475K -$22.7K -369 -5%
CQS
1109
Credential Qtrade Securities
$474K +$474K +7,689 New
PFA
1110
Petra Financial Advisors
Colorado
$472K +$472K +7,659 New
MA
1111
MBA Advisors
Pennsylvania
$472K -$30.2K -490 -6%
GJIA
1112
Glass Jacobson Investment Advisors
Maryland
$470K +$470K +7,629 New
HI
1113
Human Investing
Oregon
$470K -$607K -9,839 -56%
AIC
1114
Archer Investment Corporation
Indiana
$469K +$311K +5,048 +197%
ERWM
1115
Elk River Wealth Management
Colorado
$469K +$98.7K +1,601 +27%
CWM
1116
Centurion Wealth Management
Virginia
$467K +$467K +7,571 New
AP
1117
Adero Partners
California
$466K +$69.2K +1,122 +17%
EF
1118
Empirical Finance
Pennsylvania
$463K +$2.59K +42 +0.6%
IAA
1119
Ironsides Asset Advisors
North Carolina
$462K -$1.07M -17,397 -70%
IC
1120
Inscription Capital
Texas
$462K +$185 +3 +0%
HFS
1121
Haverford Financial Services
Pennsylvania
$461K – – –
CFAM
1122
Coury Firm Asset Management
Pennsylvania
$460K +$2.4K +39 +0.5%
LWM
1123
Laidlaw Wealth Management
New York
$459K -$20.5K -333 -4%
KWM
1124
Keebeck Wealth Management
Illinois
$457K +$162K +2,627 +55%
NIC
1125
Northwest Investment Counselors
Oregon
$455K +$308 +5 +0.1%
43 44
45
46 47