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 %
NL
1476
NEPC LLC
Massachusetts
$13.9K – – –
AWM
1477
AllSquare Wealth Management
New York
$13.4K – – –
Mawer Investment Management
1478
Mawer Investment Management
Alberta, Canada
$12.9K +$12.9K +210 New
NF
1479
Norwood Financial
Pennsylvania
$12.3K -$33.9K -550 -73%
OCM
1480
Orion Capital Management
California
$12.1K – – –
FA
1481
Fortis Advisors
Pennsylvania
$11.8K +$11.8K +192 New
CPFP
1482
Clear Perspectives Financial Planning
Ohio
$11.8K +$10.4K +169 +768%
CB
1483
CNB Bank
Pennsylvania
$11.5K – – –
FCA
1484
Fortis Capital Advisors
Kansas
$10.7K +$10.7K +174 New
JMF
1485
Johnson Midwest Financial
Iowa
$10K – – –
ME
1486
McIlrath & Eck
Washington
$9.31K – – –
LSA
1487
Lansing Street Advisors
Pennsylvania
$9.06K – – –
AF
1488
Affiance Financial
Minnesota
$9.06K +$9.06K +147 New
JIR
1489
James Investment Research
Ohio
$9K – – –
CCMI
1490
Creative Capital Management Investments
California
$9K +$9K +144 New
MAWA
1491
Moss Adams Wealth Advisors
Washington
$9K +$9K +146 New
IF
1492
Integrity Financial
Wyoming
$9K – – –
GA
1493
GoalVest Advisory
New York
$8.82K -$113K -1,832 -93%
CASC
1494
Coppell Advisory Solutions Corp
Texas
$8.38K +$8.38K +136 New
CAS
1495
Coppell Advisory Solutions
Texas
$8.38K +$8.38K +136 New
BCM
1496
Blume Capital Management
California
$7.83K – – –
CA
1497
Corrado Advisors
New Jersey
$7.77K +$7.77K +126 New
CWA
1498
Clearview Wealth Advisors
Oregon
$7.35K +$62 +1 +0.8%
TWA
1499
TCI Wealth Advisors
Arizona
$7.21K -$13.7K -223 -66%
MFA
1500
McClarren Financial Advisors
Pennsylvania
$7K +$61 +1 +0.9%
58 59
60
61 62