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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 %
EIA
1226
Edgemoor Investment Advisors
Maryland
$310K +$28.4K +461 +10%
RCM
1227
Radnor Capital Management
Pennsylvania
$309K – – –
AOWM
1228
Alpha Omega Wealth Management
Virginia
$305K -$27.7K -450 -8%
SPWM
1229
Schrum Private Wealth Management
Florida
$305K +$305K +4,950 New
JIC
1230
Joel Isaacson & Co
New York
$305K +$305K +4,943 New
MA
1231
Modus Advisors
Minnesota
$303K – – –
VFPI
1232
Vantage Financial Partners (Illinois)
Illinois
$302K -$2.1K -34 -0.7%
RCM
1233
Raleigh Capital Management
North Carolina
$301K +$20.2K +327 +7%
BBW
1234
Blue Barn Wealth
Utah
$300K +$300K +4,868 New
ACA
1235
Anchor Capital Advisors
Massachusetts
$300K – – –
FNBOO
1236
First National Bank of Omaha
Nebraska
$300K -$12K -195 -4%
CW
1237
Connectus Wealth
Ohio
$300K +$925 +15 +0.3%
AUB
1238
Atlantic Union Bankshares
Virginia
$300K +$45.3K +735 +18%
FAAM
1239
First Ascent Asset Management
Colorado
$299K +$299K +4,852 New
FFN
1240
Focus Financial Network
Minnesota
$299K -$34.3K -556 -10%
BWA
1241
Burt Wealth Advisors
Maryland
$298K -$52.1K -846 -15%
BAMG
1242
Brand Asset Management Group
Missouri
$297K -$300K -4,859 -50%
PWM
1243
PBMares Wealth Management
Virginia
$296K -$70.3K -1,141 -19%
RA
1244
Rockingstone Advisors
Massachusetts
$295K +$295K +4,791 New
AI
1245
Accredited Investors
Minnesota
$295K -$84.3K -1,368 -22%
MA
1246
MJP Associates
Connecticut
$294K +$1.6K +26 +0.5%
LHC
1247
Little House Capital
Massachusetts
$292K -$3.62M -58,711 -93%
IRC
1248
Investors Research Corp
Georgia
$291K – – –
KCM
1249
Kathmere Capital Management
Pennsylvania
$290K +$37.3K +605 +15%
FIA
1250
Foundations Investment Advisors
Arizona
$289K +$185 +3 +0.1%
48 49
50
51 52