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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 %
NWA
1176
New World Advisors
Massachusetts
$374K +$110K +1,787 +42%
GSAM
1177
Grant Street Asset Management
Pennsylvania
$374K -$303K -4,916 -45%
AP
1178
Appleton Partners
Massachusetts
$373K -$31.8K -516 -8%
CFO
1179
Collective Family Office
Pennsylvania
$373K -$169K -2,740 -31%
KOC
1180
Koss-Olinger Consulting
Florida
$371K +$371K +6,024 New
AIP
1181
Almanack Investment Partners
Pennsylvania
$370K -$1.92M -31,087 -84%
WCM
1182
Windham Capital Management
Massachusetts
$370K – – –
IPW
1183
Inlet Private Wealth
Florida
$370K – – –
PWMG
1184
Prestige Wealth Management Group
New Jersey
$368K +$368K +5,977 New
BHIA
1185
Birch Hill Investment Advisors
Massachusetts
$365K -$15.4K -250 -4%
KMWM
1186
Keudell/Morrison Wealth Management
Oregon
$362K -$28.7K -465 -7%
MWM
1187
MorganRosel Wealth Management
Colorado
$361K – – –
NFG
1188
Northeast Financial Group
Pennsylvania
$357K +$357K +5,793 New
RI
1189
Ridgewood Investments
New Jersey
$356K – – –
CPP
1190
Capasso Planning Partners
South Carolina
$353K -$54.7K -887 -13%
AFP
1191
Ausdal Financial Partners
Iowa
$352K +$6.35K +103 +2%
SB
1192
Simmons Bank
Arkansas
$351K +$351K +5,698 New
RPGK
1193
Retirement Planning Group (Kansas)
Kansas
$346K -$20.2K -328 -6%
BS
1194
Boenning & Scattergood
Pennsylvania
$344K +$12.2K +175 +4%
NAS
1195
Nicolet Advisory Services
Wisconsin
$344K +$344K +5,298 New
APP
1196
Avantax Planning Partners
Iowa
$341K -$67.2K -1,091 -16%
ZIG
1197
Zullo Investment Group
Pennsylvania
$341K -$4.69K -76 -1%
SBWIC
1198
Schaper Benz & Wise Investment Counsel
Wisconsin
$337K +$337K +5,466 New
C
1199
Certuity
Florida
$337K +$38.8K +630 +13%
IF
1200
Ironwood Financial
Arizona
$335K +$335K +5,442 New
46 47
48
49 50