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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 %
AWM
1401
Angeles Wealth Management
California
$73.8K -$27.3K -443 -27%
BONH
1402
Bank of New Hampshire
New Hampshire
$71K – – –
ST
1403
Sageworth Trust
Pennsylvania
$71K +$71K +1,155 New
GWANC
1404
Guardian Wealth Advisors (North Carolina)
North Carolina
$70.8K +$70.8K +1,148 New
AIM
1405
Arcadia Investment Management
Michigan
$69.8K – – –
DAM
1406
Delta Asset Management
Tennessee
$69.7K +$69.7K +1,130 New
TC
1407
Tacita Capital
Ontario, Canada
$69K +$806 +13 +1%
KTC
1408
Kistler-Tiffany Companies
Pennsylvania
$67.2K – – –
VCM
1409
Vigilant Capital Management
Maine
$66K -$127K -2,068 -66%
C
1410
Cliffwater
California
$63.9K – – –
SA
1411
SRH Advisors
Kansas
$63K – – –
MTIC
1412
Missouri Trust & Investment Company
Missouri
$62K -$4.9K -79 -7%
TCA
1413
Trifecta Capital Advisors
Illinois
$61.6K +$61.6K +1,000 New
EWA
1414
EverSource Wealth Advisors
Alabama
$61.4K +$5.3K +86 +9%
BAAM
1415
Baker Avenue Asset Management
California
$59.9K +$59.9K +971 New
MWM
1416
Mascoma Wealth Management
New Hampshire
$59.6K – – –
AWM
1417
Align Wealth Management
Oklahoma
$55.8K +$55.8K +1,059 New
CHA
1418
Carmichael Hill & Associates
Maryland
$55.7K – – –
GI
1419
Gradient Investments
Minnesota
$53.1K -$3.58K -58 -6%
PP
1420
PFS Partners
New Jersey
$51.7K – – –
PGAM
1421
Princeton Global Asset Management
New Jersey
$50K -$4.7K -76 -9%
LC
1422
Lindbrook Capital
California
$49.8K – – –
MCI
1423
MRP Capital Investments
Georgia
$48.7K +$48.7K +790 New
FRA
1424
Front Row Advisors
California
$47K -$12.4K -200 -21%
APC
1425
Aspire Private Capital
North Carolina
$46.4K -$83.2K -1,349 -64%
55 56
57
58 59