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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 %
BWA
1276
Beam Wealth Advisors
Louisiana
$265K -$826K -13,393 -76%
WFA
1277
Wellspring Financial Advisors
Ohio
$264K +$264K +4,287 New
CCWM
1278
Cassaday & Co Wealth Management
Virginia
$262K +$262K +4,250 New
AAM
1279
Aureus Asset Management
Massachusetts
$260K +$9K +146 +4%
WJA
1280
Willis Johnson & Associates
Texas
$259K -$79.1K -1,283 -23%
DWP
1281
Daymark Wealth Partners
Ohio
$257K +$257K +4,169 New
T
1282
TNF
Montana
$256K -$55.9K -843 -18%
SFA
1283
Seneca Financial Advisors
New York
$256K +$432 +7 +0.2%
LWMNY
1284
Landmark Wealth Management (New York)
New York
$256K -$17K -276 -6%
TH
1285
Team Hewins
California
$255K +$255K +4,140 New
GF
1286
Gries Financial
Ohio
$255K +$309 +5 +0.1%
BFG
1287
Baron Financial Group
New Jersey
$255K -$7.71K -125 -3%
BA
1288
Ballast Advisors
Minnesota
$254K – – –
LCM
1289
Logan Capital Management
Pennsylvania
$253K -$212K -3,442 -46%
SB
1290
Strategic Blueprint
Georgia
$252K -$77.1K -1,250 -23%
MCM
1291
Mitchell Capital Management
Kansas
$252K – – –
ANBT
1292
American National Bank & Trust
Texas
$248K -$63.8K -1,037 -20%
AC
1293
Anson Capital
Georgia
$247K – – –
NSB
1294
Norway Savings Bank
Maine
$247K – – –
CDH
1295
Charles D. Hyman
$246K +$10.8K +176 +5%
GI
1296
Glovista Investments
New Jersey
$244K +$244K +3,947 New
CGPCS
1297
Capital Group Private Client Services
California
$241K -$1.54K -25 -0.6%
KFI
1298
Key Financial Inc
Pennsylvania
$240K – – –
RFN
1299
RDA Financial Network
Iowa
$239K +$239K +3,871 New
FAM
1300
Forte Asset Management
New York
$236K -$377K -6,116 -62%
50 51
52
53 54