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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
$4.43B
2
AWA
Arete Wealth Advisors
Illinois
$3.42B
3
Betterment LLC
Betterment LLC
New York
$758M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$449M
5
PCA
Personal Capital Advisors
California
$109M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$947M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$593M
3
UBS AM
UBS AM
Illinois
$0
4
CIAS
CFS Investment Advisory Services
New Jersey
$3.33M
5
BlackRock
BlackRock
New York
$2.61B
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
101
MAI Capital Management
Ohio
$74.5M +$302K +4,897 +0.4%
RWM
102
RKL Wealth Management
Pennsylvania
$72.2M -$8.96M -145,331 -11%
LMIM
103
Lockheed Martin Investment Management
Maryland
$71.2M – – –
UB
104
UMB Bank
Missouri
$69.7M -$236K -3,827 -0.3%
FFBTD
105
First Financial Bank - Trust Division
Ohio
$69M -$5.82M -94,419 -8%
CWM
106
Connecticut Wealth Management
Connecticut
$68.9M -$416K -6,754 -0.6%
Neuberger Berman Group
107
Neuberger Berman Group
New York
$68.5M -$500K -8,107 -0.7%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$66.5M -$20.8M -336,955 -24%
W
109
Wealthquest
Ohio
$64M +$4.05M +65,783 +7%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$62.9M -$4.12M -66,857 -6%
GH
111
Geisinger Health
Pennsylvania
$62.1M +$62.1M +1,007,139 New
SWM
112
SigFig Wealth Management
California
$61.6M -$629K -10,016 -1%
RFC
113
Regions Financial Corp
Alabama
$59.9M +$1.3M +21,075 +2%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$58.9M +$35.5M +576,035 +152%
PA
115
Parallel Advisors
California
$58.6M -$16.6M -268,887 -22%
BC
116
Bartlett & Co
Ohio
$58.4M +$4.37M +70,872 +8%
BCWM
117
Bartlett & Co Wealth Management
Ohio
$58.4M +$4.37M +70,872 +8%
CFFP
118
Center for Financial Planning
Michigan
$57.1M +$2.53M +41,119 +5%
GC
119
Gratus Capital
Georgia
$56.6M +$56.6M +918,749 New
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$56M -$7.28M -118,098 -11%
Mackenzie Financial
121
Mackenzie Financial
Ontario, Canada
$55.5M -$5.51M -89,312 -9%
TF
122
Trek Financial
Arizona
$55.4M +$55M +892,911 +16,426%
RWM
123
Ritholtz Wealth Management
New York
$54.9M -$7.98M -129,517 -13%
MGIA
124
Moneta Group Investment Advisors
Missouri
$53.4M -$2.54M -37,847 -5%
WANY
125
Wealthspire Advisors (New York)
New York
$53.3M +$649K +10,536 +1%
3 4
5
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