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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 %
WWM
1151
Wiser Wealth Management
Georgia
$407K +$150K +2,438 +59%
ACM
1152
Ategra Capital Management
Virginia
$404K +$62 +1 +0%
MOS
1153
MGO One Seven
Ohio
$401K -$5.73K -93 -1%
SC
1154
Stolper & Co
Oklahoma
$401K – – –
MFWP
1155
Mosaic Family Wealth Partners
Missouri
$401K +$401K +6,502 New
CA
1156
CoreCap Advisors
Michigan
$400K +$20.7K +336 +5%
TP
1157
Tranquility Partners
Tennessee
$398K -$52.9K -858 -12%
BFC
1158
Blue Fin Capital
Rhode Island
$397K +$8.26K +134 +2%
LWAC
1159
Laurel Wealth Advisors (California)
California
$397K +$69K +1,118 +21%
PSP
1160
Principal Street Partners
Tennessee
$396K -$528K -8,569 -57%
LPT
1161
Legacy Private Trust
Wisconsin
$396K +$8.75K +142 +2%
PWPS
1162
Pinnacle Wealth Planning Services
Ohio
$396K +$72.4K +1,174 +22%
EP
1163
Eudaimonia Partners
Tennessee
$393K +$20.6K +334 +6%
CWP
1164
Concord Wealth Partners
Virginia
$392K -$49.9K -810 -11%
KA
1165
Kovack Advisors
Florida
$391K -$148K -2,399 -27%
HWA
1166
HCR Wealth Advisors
California
$388K +$308 +5 +0.1%
M
1167
MOTCO
Texas
$388K -$129K -2,092 -25%
APA
1168
Astoria Portfolio Advisors
New York
$386K +$386K +5,793 New
BWM
1169
BlackDiamond Wealth Management
New York
$385K +$385K +5,986 New
PPP
1170
Private Portfolio Partners
New Jersey
$383K -$11.6K -188 -3%
MWM
1171
Meridian Wealth Management
Kentucky
$378K +$378K +6,140 New
TI
1172
Trexquant Investment
Connecticut
$378K +$378K +6,127 New
OBWG
1173
Onyx Bridge Wealth Group
New York
$377K -$60.8K -952 -14%
BCG
1174
Breakwater Capital Group
New Jersey
$377K +$377K +6,112 New
ACA
1175
Aptus Capital Advisors
Alabama
$375K -$11.1K -180 -3%
45 46
47
48 49