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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 %
TFP
1451
Tilia Fiduciary Partners
North Carolina
$25.9K – – –
HWA
1452
HHM Wealth Advisors
Tennessee
$25.8K -$42.7K -692 -62%
FWM
1453
Focused Wealth Management
New York
$25K +$20.7K +336 +487%
AIA
1454
Arcadia Investment Advisors
Idaho
$24.5K – – –
HDIM
1455
Hanson & Doremus Investment Management
Vermont
$22K – – –
AWM
1456
Atticus Wealth Management
Florida
$21.9K -$533K -8,648 -96%
HCP
1457
Hexagon Capital Partners
Arkansas
$19.1K -$62 -1 -0.3%
TAM
1458
Tucker Asset Management
Colorado
$19.1K – – –
JWM
1459
Janiczek Wealth Management
Colorado
$19K +$1.91K +29 +11%
C
1460
Covestor
United Kingdom
$18K +$17.9K +287 +28,700%
SN
1461
Sittner & Nelson
Oregon
$17.6K – – –
EL
1462
EMFO LLC
Florida
$17.1K – – –
PFA
1463
Pathway Financial Advisers
Indiana
$16.5K +$16.5K +267 New
DAC
1464
Dividend Assets Capital
South Carolina
$16K – – –
CAM
1465
Costello Asset Management
Pennsylvania
$15.9K – – –
PP
1466
Pacifica Partners
Canada
$15.8K – – –
LFA
1467
Legend Financial Advisors
Pennsylvania
$15.5K – – –
MSCM
1468
McElhenny Sheffield Capital Management
Texas
$15.3K +$15.3K +249 New
DIP
1469
DT Investment Partners
Pennsylvania
$15K -$145K -2,351 -91%
VNA
1470
Valley National Advisers
Pennsylvania
$15K – – –
BEI
1471
Benjamin Edwards Inc
Missouri
$15K +$60 +1 +0.4%
SIS
1472
Sound Income Strategies
Florida
$14.6K -$14.1K -229 -49%
OC
1473
Oakworth Capital
Alabama
$14.1K -$27.4K -444 -66%
GWM
1474
Guardian Wealth Management
Illinois
$14.1K -$5.36K -87 -28%
GFWA
1475
Grey Fox Wealth Advisors
Delaware
$14.1K +$14.1K +228 New
57 58
59
60 61