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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 %
GPA
1326
Guerra Pan Advisors
New Jersey
$211K +$211K +3,418 New
EWM
1327
Endurance Wealth Management
Rhode Island
$210K -$61.6K -1,000 -23%
FAM
1328
Formidable Asset Management
Ohio
$210K +$210K +3,409 New
GC
1329
Gould Capital
Washington
$210K +$210K +3,400 New
SI
1330
Stephens Inc
Arkansas
$209K -$32.9K -533 -14%
HIM
1331
Harbour Investment Management
Washington
$209K +$209K +3,386 New
CCA
1332
Column Capital Advisors
Indiana
$208K – – –
BTWM
1333
Baker Tilly Wealth Management
Wisconsin
$208K +$208K +3,372 New
TWM
1334
Thrive Wealth Management
Pennsylvania
$208K +$208K +3,369 New
SWA
1335
SFMG Wealth Advisors
Texas
$206K -$42K -681 -17%
FP
1336
Financial Perspectives
Minnesota
$206K -$123 -2 -0.1%
EFH
1337
Eaton Financial Holdings
Florida
$206K +$206K +3,339 New
SAM
1338
Satovsky Asset Management
New York
$204K +$204K +3,308 New
MFG
1339
Mendota Financial Group
Wisconsin
$203K +$203K +3,300 New
CPWA
1340
Cerro Pacific Wealth Advisors
California
$203K +$203K +3,295 New
RDWM
1341
Red Door Wealth Management
Tennessee
$202K +$202K +3,279 New
WQ
1342
Wealth Quarterback
New Jersey
$202K +$202K +3,278 New
CBT
1343
Central Bank & Trust
Kentucky
$202K -$25.8K -419 -11%
FPGK
1344
Financial Partners Group (Kansas)
Kansas
$201K +$201K +3,005 New
FA
1345
Fiduciary Alliance
South Carolina
$197K +$197K +3,196 New
PG
1346
Proffitt & Goodson
Tennessee
$196K -$111K -1,800 -36%
NOI
1347
Newton One Investments
Delaware
$186K +$186K +3,020 New
ACM
1348
AUA Capital Management
Pennsylvania
$185K – – –
WWM
1349
Wagner Wealth Management
South Carolina
$184K +$184K +2,990 New
HWM
1350
HighMark Wealth Management
Minnesota
$184K -$7.89K -128 -4%
52 53
54
55 56