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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 %
RFA
1301
Register Financial Advisors
Georgia
$235K +$235K +3,806 New
IWA
1302
IVC Wealth Advisors
Pennsylvania
$233K -$308 -5 -0.1%
CPSC
1303
Carl P. Sherr & Co
Massachusetts
$233K -$16.5K -267 -7%
ESB
1304
Essex Savings Bank
Connecticut
$232K -$102K -1,660 -31%
FMP
1305
Financial Management Professionals
Texas
$232K +$21.7K +352 +10%
RW
1306
Regimen Wealth
Georgia
$231K +$231K +3,755 New
KCFA
1307
Key Client Fiduciary Advisors
New Jersey
$230K +$230K +3,731 New
MAG
1308
Mayfair Advisory Group
Alabama
$230K +$230K +3,582 New
OPWM
1309
Oxinas Partners Wealth Management
Indiana
$229K -$16.5K -267 -7%
TFA
1310
TPG Financial Advisors
Oregon
$226K +$226K +3,671 New
AWM
1311
Avondale Wealth Management
Texas
$226K +$226K +3,670 New
HBT
1312
Hills Bank & Trust
Iowa
$224K -$72.6K -1,179 -24%
PFG
1313
Pinnacle Financial Group
Illinois
$223K +$223K +3,613 New
VIM
1314
Vista Investment Management
Pennsylvania
$222K +$222K +3,608 New
HIF
1315
Hill Island Financial
Michigan
$222K +$222K +3,607 New
WJWM
1316
Williams Jones Wealth Management
New York
$220K +$220K +3,565 New
GSC
1317
G&S Capital
Colorado
$219K +$219K +3,549 New
RIS
1318
Retirement Income Solutions
Michigan
$218K +$218K +3,543 New
IA
1319
Insight Advisors
Pennsylvania
$218K +$218K +3,507 New
BFO
1320
Boston Family Office
Massachusetts
$218K +$218K +3,538 New
QCM
1321
Quantinno Capital Management
New York
$216K -$242K -3,930 -53%
SCA
1322
Stonebridge Capital Advisors
Minnesota
$215K +$159K +2,575 +285%
TPA
1323
Trivium Point Advisory
Connecticut
$214K +$214K +3,351 New
OIM
1324
Oder Investment Management
California
$212K +$212K +3,433 New
CSB
1325
City State Bank
Iowa
$211K – – –
51 52
53
54 55