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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 %
RCM
1551
Rivernorth Capital Management
Florida
– -$679K -12,897 Closed
VW
1552
Vance Wealth
California
– -$591K -11,214 Closed
EWS
1553
Evergreen Wealth Solutions
Pennsylvania
– -$512K -9,725 Closed
EGWAG
1554
Elwood & Goetz Wealth Advisory Group
Georgia
– -$479K -9,091 Closed
ST
1555
Sabal Trust
Florida
– -$455K -8,640 Closed
PIA
1556
Pinion Investment Advisors
Kansas
– -$391K -7,428 Closed
GA
1557
Geller Advisors
New York
– -$361K -6,861 Closed
SCFS
1558
S.C. Financial Services
Arizona
– -$353K -6,698 Closed
KPWG
1559
KFA Private Wealth Group
Virginia
– -$353K -6,696 Closed
WWM
1560
Windsor Wealth Management
Indiana
– -$331K -6,185 Closed
BFA
1561
BMS Financial Advisors
South Dakota
– -$317K -6,013 Closed
AAS
1562
Annex Advisory Services
Wisconsin
– -$311K -5,905 Closed
MWM
1563
Maltin Wealth Management
New Jersey
– -$296K -5,620 Closed
CG
1564
Corundum Group
Colorado
– -$289K -5,493 Closed
CWP
1565
Curated Wealth Partners
California
– -$287K -5,450 Closed
OPOWM
1566
One Plus One Wealth Management
Florida
– -$264K -5,016 Closed
PIA
1567
Perennial Investment Advisors
California
– -$253K -4,811 Closed
FVWA
1568
Foster Victor Wealth Advisors
South Carolina
– -$260K -4,792 Closed
XF
1569
XML Financial
Maryland
– -$252K -4,790 Closed
TC
1570
Telemus Capital
Michigan
– -$242K -4,588 Closed
VWA
1571
V Wealth Advisors
Kansas
– -$239K -4,538 Closed
WF
1572
Williams Financial
Vermont
– -$232K -4,403 Closed
WAG
1573
Winthrop Advisory Group
Massachusetts
– -$231K -4,392 Closed
TNA
1574
True North Advisors
Texas
– -$224K -4,268 Closed
WFM
1575
Wolff Financial Management
Michigan
– -$217K -4,126 Closed
61 62
63
64 65