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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 %
AAP
1351
Arax Advisory Partners
Colorado
$184K +$175K +2,842 +2,074%
RPCA
1352
Running Point Capital Advisors
California
$182K – – –
TWC
1353
TD Waterhouse Canada
Ontario, Canada
$181K +$38.7K +615 +27%
PMFA
1354
Plante Moran Financial Advisors
Michigan
$165K -$343K -5,558 -68%
FCAG
1355
First Capital Advisors Group
New Jersey
$161K +$126K +2,046 +361%
First Manhattan
1356
First Manhattan
New York
$158K -$10.2K -166 -6%
KFO
1357
Kopp Family Office
Minnesota
$157K -$23.9M -387,375 -99%
BCMLT
1358
Beacon Capital Management LLC (Tennessee)
Tennessee
$155K -$1.79K -29 -1%
CB
1359
Centennial Bank
Arkansas
$155K +$155K +2,510 New
TFS
1360
TrustCore Financial Services
Tennessee
$150K -$67.8K -1,100 -31%
GMA
1361
Glassy Mountain Advisors
Maryland
$144K +$144K +2,341 New
CSWM
1362
Cassady Schiller Wealth Management
Ohio
$142K -$96.4K -1,564 -40%
GWS
1363
Glassman Wealth Services
Virginia
$140K +$95.1K +1,543 +210%
FPB
1364
First PREMIER Bank
South Dakota
$133K +$16.2K +263 +14%
New York State Common Retirement Fund
1365
New York State Common Retirement Fund
New York
$132K -$50.2K -815 -28%
AP
1366
Atwood & Palmer
Missouri
$128K +$40.9K +663 +47%
WWP
1367
WR Wealth Planners
Missouri
$128K +$3.33K +54 +3%
WIM
1368
Westside Investment Management
California
$127K +$4.88K +4,447 +4%
FMII
1369
Farmers & Merchants Investments Inc
Nebraska
$125K +$2.28K +37 +2%
GIA
1370
Goodwin Investment Advisory
Georgia
$123K +$33.8K +548 +38%
PO
1371
Private Ocean
California
$119K -$200K -3,243 -63%
BLC
1372
Brown, Lisle/Cummings
Rhode Island
$117K -$12.1K -196 -9%
LOIP
1373
Live Oak Investment Partners
Texas
$115K – – –
MRCM
1374
M&R Capital Management
New Jersey
$112K – – –
MFC
1375
Mechanics Financial Corp
Ohio
$111K – – –
53 54
55
56 57