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 %
PIFP
1126
Partners in Financial Planning
Virginia
$450K +$150K +2,408 +50%
SWM
1127
Scissortail Wealth Management
Oklahoma
$449K +$449K +6,774 New
GWM
1128
Gitterman Wealth Management
New Jersey
$448K -$227K -3,681 -34%
EFS
1129
Essex Financial Services
Connecticut
$448K -$55.4K -900 -11%
BCP
1130
Blue Chip Partners
Michigan
$446K +$446K +7,240 New
GT
1131
Glenview Trust
Kentucky
$446K +$13.5K +219 +3%
BAM
1132
Belpointe Asset Management
Nevada
$445K +$29.2K +473 +7%
OWP
1133
Obermeyer Wealth Partners
Colorado
$445K +$90.2K +1,463 +25%
EAM
1134
Empirical Asset Management
Massachusetts
$442K -$3.7K -60 -0.8%
EA
1135
Efficient Advisors
Ohio
$435K -$61.1K -992 -12%
CCP
1136
Clarkston Capital Partners
Michigan
$435K -$1.31M -21,185 -75%
CIA
1137
Choate Investment Advisors
Massachusetts
$432K – – –
HW
1138
Hamilton Wealth
California
$432K +$194K +3,148 +81%
SWM
1139
SeaCrest Wealth Management
New York
$425K -$6.9K -112 -2%
ACM
1140
Alamar Capital Management
California
$423K +$117K +1,900 +38%
SWA
1141
SOA Wealth Advisors
New York
$423K +$120K +1,950 +40%
FWA
1142
FSC Wealth Advisors
New York
$423K -$36.4K -590 -8%
TAM
1143
Townsend Asset Management
North Carolina
$420K -$73.8K -1,198 -15%
BI
1144
Berkeley Inc
Idaho
$419K -$2.34K -38 -0.6%
PPW
1145
Parcion Private Wealth
Washington
$416K +$57.8K +937 +16%
BOSSRA
1146
B.O.S.S. Retirement Advisors
Utah
$415K +$415K +6,739 New
GCA
1147
Gradient Capital Advisors
California
$414K +$62 +1 +0%
GCA
1148
Greenwood Capital Associates
South Carolina
$413K +$413K +6,698 New
MCA
1149
Maryland Capital Advisors
Maryland
$410K +$8.69K +141 +2%
CAM
1150
CPA Asset Management
Florida
$409K +$409K +6,630 New
44 45
46
47 48