IEFA icon

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 %
DCBT
1376
Dakota Community Bank & Trust
North Dakota
$110K +$110K +1,779 New
AIP
1377
Ameritas Investment Partners
Nebraska
$110K +$110K +1,778 New
AIM
1378
Anchor Investment Management
South Carolina
$109K +$19.6K +318 +22%
SFSG
1379
Sound Financial Strategies Group
Mississippi
$106K -$18.4K -298 -15%
DWP
1380
Destiny Wealth Partners
Florida
$106K -$2.16K -35 -2%
ICM
1381
Islay Capital Management
Texas
$105K +$42.2K +684 +67%
TFGT
1382
TS Financial Group (TSFG)
Illinois
$102K +$8.54K +138 +9%
Kayne Anderson Rudnick Investment Management
1383
Kayne Anderson Rudnick Investment Management
California
$102K -$34.8K -564 -25%
EWM
1384
Evermay Wealth Management
Virginia
$102K +$49.5K +803 +94%
BCPWM
1385
Bradley & Co Private Wealth Management
Florida
$99.7K – – –
CPG
1386
Cornerstone Planning Group
New Jersey
$99.1K +$99.1K +1,501 New
OIA
1387
Optimum Investment Advisors
Illinois
$98.2K +$4.99K +81 +5%
TCOV
1388
Trust Company of Vermont
Vermont
$97.1K – – –
PA
1389
PSI Advisors
Florida
$96.7K -$17.3K -280 -15%
AWM
1390
Accel Wealth Management
Iowa
$89.5K -$801 -13 -0.9%
TH
1391
TCTC Holdings
Texas
$87.3K – – –
MPCL
1392
My Personal CFO LLC
Washington
$83.5K +$83.5K +1 New
CNBTD
1393
Citizens National Bank Trust Department
Mississippi
$83K – – –
RG
1394
Retirement Group
California
$83K +$77.4K +1,260 +1,385%
LS
1395
Leelyn Smith
Illinois
$82.3K +$3.02K +49 +4%
WAM
1396
Worth Asset Management
Texas
$80.7K +$80.7K +1,310 New
ST
1397
Smithfield Trust
Pennsylvania
$80K – – –
TCCM
1398
Timber Creek Capital Management
Massachusetts
$79.2K – – –
CSPAM
1399
Cary Street Partners Asset Management
Virginia
$78.3K -$15.3K -248 -16%
IAS
1400
IMA Advisory Services
Colorado
$75.9K -$555 -9 -0.7%
54 55
56
57 58