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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 %
AF
1426
Arrow Financial
New York
$46K – – –
CT
1427
Clearstead Trust
Maine
$46K – – –
MDCM
1428
Morgan Dempsey Capital Management
Wisconsin
$45K +$45K +730 New
BWP
1429
Baldwin Wealth Partners
Massachusetts
$44.8K – – –
SMA
1430
Sage Mountain Advisors
Georgia
$43.1K +$2.16K +35 +5%
HS
1431
Horan Securities
United States
$42.1K +$62 +1 +0.1%
WAG
1432
Windsor Advisory Group
Ohio
$41.6K +$41.6K +675 New
BCM
1433
Birch Capital Management
Texas
$41.4K – – –
FPFS
1434
First Personal Financial Services
North Carolina
$41K -$31.3K -507 -43%
PSB
1435
Piscataqua Savings Bank
New Hampshire
$40.8K – – –
TCM
1436
Tradewinds Capital Management
Washington
$40.7K +$19K +308 +88%
LFA
1437
Level Financial Advisors
New York
$40K – – –
MCM
1438
MV Capital Management
Maryland
$39.9K -$1.26M -20,386 -97%
TWM
1439
Tradition Wealth Management
Minnesota
$39K -$208K -3,416 -84%
TRCT
1440
Tower Research Capital (TRC)
New York
$39K -$123K -1,984 -76%
DMKJ
1441
David M. Knott Jr
$39K – – –
POIA
1442
Pin Oak Investment Advisors
Texas
$38K – – –
FGAM
1443
Financial Gravity Asset Management
Texas
$36.5K +$36.5K +62 New
GEA
1444
Glen Eagle Advisors
New Jersey
$34.4K +$12.6K +204 +58%
RFS
1445
Retirement Financial Solutions
Tennessee
$32K +$32K +519 New
TSW
1446
Thompson Siegel & Walmsley
Virginia
$30K – – –
HBW
1447
Hazlett, Burt & Watson
West Virginia
$30K +$186 +3 +0.6%
RFA
1448
Resurgent Financial Advisors
Georgia
$28.5K +$28.5K +463 New
SFC
1449
SYM Financial Corp
Indiana
$27.9K +$27.9K +452 New
LAM
1450
Lakewood Asset Management
Illinois
$27K +$27K +431 New
56 57
58
59 60