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
$4.43B
2
AWA
Arete Wealth Advisors
Illinois
$3.42B
3
Betterment LLC
Betterment LLC
New York
$758M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$449M
5
PCA
Personal Capital Advisors
California
$109M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$947M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$593M
3
UBS AM
UBS AM
Illinois
$0
4
CIAS
CFS Investment Advisory Services
New Jersey
$3.33M
5
BlackRock
BlackRock
New York
$2.61B
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
126
SPC Financial Inc
Maryland
$52.9M +$50.5M +818,913 +2,107%
CW
127
Cabot-Wellington
Massachusetts
$52.6M -$1.98M -32,061 -4%
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$51.7M +$19.7M +319,200 +61%
BWA
129
BDO Wealth Advisors
Florida
$51.3M -$15.3M -248,002 -23%
Macquarie Group
130
Macquarie Group
Australia
$50.7M +$50.6M +820,924 +51,630%
B
131
Bailard
California
$50.5M +$1.76M +28,496 +4%
AHSW
132
Adventist Health System West
California
$50.4M – – –
TOTSC
133
Trustees of the Smith College
Massachusetts
$48.2M -$14.4M -233,527 -23%
RCAG
134
Rehmann Capital Advisory Group
Michigan
$47.9M -$1.61M -26,196 -3%
CAL
135
Capital Analysts LLC
Pennsylvania
$47.9M -$4.07M -66,072 -8%
PI
136
PFS Investments
Georgia
$47.5M -$4.43M -71,801 -9%
HFS
137
Hantz Financial Services
Michigan
$47.4M +$17.7M +286,447 +59%
DT
138
Diversified Trust
Tennessee
$46.8M -$14.2M -229,959 -23%
NYLIM
139
New York Life Investment Management
New York
$46.7M -$2.88M -46,682 -6%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$46.6M -$476K -8,177 -1%
IB
141
Intrust Bank
Kansas
$46.6M -$646K -10,476 -1%
ECG
142
Edge Capital Group
Georgia
$46.5M +$19.4M +315,070 +72%
OWM
143
Olympus Wealth Management
Utah
$46.4M -$2.63M -42,714 -5%
BWM
144
Baystate Wealth Management
Massachusetts
$45.9M +$39.4M +638,578 +603%
Corient Private Wealth
145
Corient Private Wealth
Florida
$45.6M +$45.6M +725,280 New
FFA
146
First Foundation Advisors
California
$45.6M +$7.91M +128,272 +21%
BFPW
147
BOK Financial Private Wealth
Colorado
$44.9M +$35.1M +570,128 +360%
OWM
148
Orgel Wealth Management
Wisconsin
$44.5M +$1.1M +17,806 +3%
MSA
149
Mason Street Advisors
Wisconsin
$43.1M -$26.9M -436,300 -38%
FSC
150
Full Sail Capital
Oklahoma
$42.9M -$2.9M -47,088 -6%
4 5
6
7 8