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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 %
UBV
1201
United Bank (Virginia)
Virginia
$335K +$9.92K +161 +3%
LFG
1202
Leverty Financial Group
Wisconsin
$335K -$2.89M -46,944 -90%
BHBT
1203
Burke & Herbert Bank & Trust
Virginia
$334K +$6.65K +108 +2%
SWP
1204
Strategic Wealth Partners
Ohio
$333K -$54.1K -878 -14%
BFEC
1205
Benjamin F. Edwards & Company
Missouri
$333K +$3.76K +61 +1%
GAM
1206
Gould Asset Management
California
$332K +$15.1K +245 +5%
FCA
1207
FLC Capital Advisors
California
$332K -$507K -8,231 -60%
VPP
1208
Vertex Planning Partners
Illinois
$330K +$330K +5,351 New
ES
1209
ETF Store
Kansas
$329K +$329K +4,964 New
BA
1210
Bellwether Advisors
Nebraska
$328K -$158K -2,555 -32%
PWP
1211
Phillips Wealth Planners
Mississippi
$328K +$328K +4,906 New
TC
1212
TownSquare Capital
Utah
$325K +$325K +5,267 New
SM
1213
Sensible Money
Arizona
$325K +$325K +5,265 New
BCM
1214
Bourgeon Capital Management
Connecticut
$324K – – –
CPIG
1215
Chicago Partners Investment Group
Illinois
$323K +$83.7K +1,253 +35%
LOPW
1216
Live Oak Private Wealth
North Carolina
$322K +$44.7K +725 +16%
EA
1217
Eudaimonia Advisors
Tennessee
$320K -$56K -909 -15%
BSWA
1218
Bromfield Sneider Wealth Advisors
Massachusetts
$320K +$1.17K +19 +0.4%
MKA
1219
M. Kulyk & Associates
Georgia
$319K -$1.36K -22 -0.4%
SC
1220
Schoolcraft Capital
Colorado
$317K – – –
RT
1221
Rockland Trust
Massachusetts
$316K -$51.8K -842 -14%
CIG
1222
Cairn Investment Group
Washington
$315K -$1.73K -28 -0.5%
APWM
1223
Atlas Private Wealth Management
New York
$313K +$10.4K +168 +3%
DWM
1224
Destination Wealth Management
California
$313K +$52K +843 +20%
SA
1225
Scarborough Advisors
Maryland
$312K -$120K -1,946 -28%
47 48
49
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