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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 %
RGC
1251
Roberts, Glore & Co
Illinois
$288K -$27.6K -448 -9%
FWA
1252
FSM Wealth Advisors
Ohio
$286K -$4.69K -76 -2%
RFA
1253
RTD Financial Advisors
Pennsylvania
$285K +$13.9K +225 +5%
KAM
1254
KEB Asset Management
Illinois
$283K +$283K +4,587 New
ECM
1255
Elgethun Capital Management
South Dakota
$282K +$282K +4,548 New
DI
1256
DDFG Inc
California
$281K +$281K +4,557 New
AWA
1257
Alta Wealth Advisors
Massachusetts
$277K -$34.5K -560 -11%
SPA
1258
Sentinel Pension Advisors
Massachusetts
$275K +$20.6K +334 +8%
GAG
1259
GM Advisory Group
New York
$275K -$40K -649 -13%
JAG
1260
Journey Advisory Group
Kentucky
$274K -$5.36K -87 -2%
HT
1261
Headlands Technologies
Illinois
$274K +$274K +4,448 New
RF
1262
Rollins Financial
Georgia
$273K -$66.4K -1,078 -20%
GCM
1263
Gallacher Capital Management
Colorado
$273K +$273K +4,426 New
DWA
1264
Divergent Wealth Advisors
Utah
$272K +$272K +4,413 New
CG
1265
Caprock Group
Idaho
$272K -$45.4K -736 -14%
RP
1266
Rowlandmiller & Partners
Georgia
$271K – – –
FHC
1267
First Heartland Consultants
Missouri
$269K -$41.8K -678 -13%
NFSG
1268
Newbridge Financial Services Group
Florida
$269K -$13.8K -224 -5%
AO
1269
Advisor OS
Illinois
$269K +$1.48K +24 +0.6%
BWFA
1270
Baltimore-Washington Financial Advisors
Maryland
$269K -$15.4K -250 -5%
CS
1271
Capital Square
Tennessee
$268K -$38K -617 -12%
API
1272
Advisor Partners II
California
$268K +$18.7K +303 +7%
LA
1273
Legacy Advisors
Pennsylvania
$266K – – –
3IP
1274
3Chopt Investment Partners
Virginia
$265K +$265K +4,307 New
LWP
1275
Laurel Wealth Planning
Minnesota
$265K +$236K +3,834 +816%
49 50
51
52 53