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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
$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 %
TWD
1501
True Wealth Design
Ohio
$6.16K +$6.16K +100 New
MWC
1502
MBM Wealth Consultants
Missouri
$6K +$6K +101 New
TSWM
1503
Tyler-Stone Wealth Management
Ohio
$5K – – –
VCM
1504
Versant Capital Management
Arizona
$4.81K +$4.81K +78 New
KC
1505
Kenfarb & Co
Kentucky
$4.74K – – –
CPA
1506
Cardiff Park Advisors
California
$4.19K -$117K -1,890 -97%
LFA
1507
LGT Financial Advisors
Texas
$4.07K +$4.07K +66 New
Simplex Trading
1508
Simplex Trading
Illinois
$4K -$53.3K -973 -93%
BHWM
1509
Bay Harbor Wealth Management
Maryland
$4K +$4K +66 New
AA
1510
Addison Advisors
Vermont
$3.64K +$3.64K +59 New
FCMT
1511
Founders Capital Management (Texas)
Texas
$3K – – –
EE
1512
EWG Elevate
California
$2.59K +$2.59K +42 New
FCAS
1513
First Command Advisory Services
Texas
$2K – – –
HH
1514
HWG Holdings
Texas
$2K +$2K +27 New
CI
1515
Cordant Inc
Oregon
$986 +$986 +16 New
DF
1516
DecisionPoint Financial
Arizona
$309 +$309 +5 New
IWP
1517
IAG Wealth Partners
Wisconsin
$247 +$247 +4 New
RWM
1518
Ruedi Wealth Management
Illinois
$217 +$217 +4 New
BIA
1519
Bell Investment Advisors
California
$123 – – –
SGC
1520
Slocum, Gordon & Co
Rhode Island
$123 +$123 +2 New
AWM
1521
Aspire Wealth Management
Massachusetts
$46 -$1.1K -24 -96%
CMP
1522
Coston McIsaac & Partners
Maine
$46 +$41 +666 +822%
AC
1523
AlphaCore Capital
California
$24 – – –
UBS AM
1524
UBS AM
Illinois
– -$237M -4,508,961 Closed
FTUS
1525
Flow Traders U.S.
New York
– -$99.5M -1,888,182 Closed
59 60
61
62 63