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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 %
GIM
1576
Goelzer Investment Management
Indiana
– -$217K -4,116 Closed
DWM
1577
Dakota Wealth Management
Florida
– -$214K -4,061 Closed
SWM
1578
Shakespeare Wealth Management
Wisconsin
– -$212K -4,030 Closed
BOTW
1579
Bank of the West
California
– -$211K -4,000 Closed
OWA
1580
Outlook Wealth Advisors
Texas
– -$210K -3,999 Closed
CWM
1581
Collaborative Wealth Management
Florida
– -$208K -3,948 Closed
Wolverine Trading
1582
Wolverine Trading
Illinois
– -$207K -3,917 Closed
SEIA
1583
Signature Estate & Investment Advisors
California
– -$204K -3,874 Closed
CWM
1584
Cahill Wealth Management
Michigan
– -$202K -3,854 Closed
APW
1585
Axim Planning & Wealth
Ohio
– -$183K -3,483 Closed
TIM
1586
Tevis Investment Management
Texas
– -$179K -3,394 Closed
HGERS
1587
Householder Group Estate & Retirement Specialist
Arizona
– -$145K -2,766 Closed
UCB
1588
United Community Bank
South Carolina
– -$121K -2,293 Closed
KSWA
1589
Kathleen S. Wright Associates
Pennsylvania
– -$113K -2,150 Closed
ACM
1590
Absolute Capital Management
Pennsylvania
– -$98.3K -1,864 Closed
TFM
1591
TFC Financial Management
Massachusetts
– -$96K -1,820 Closed
NC
1592
NewSquare Capital
Pennsylvania
– -$85K -1,607 Closed
CAAS
1593
Capital Asset Advisory Services
Michigan
– -$83K -1,576 Closed
ACK
1594
Andrew C. Karlinski
– -$65K -1,243 Closed
GWSG
1595
GPS Wealth Strategies Group
Colorado
– -$54K -1,023 Closed
CTB
1596
Country Trust Bank
Illinois
– -$36K -690 Closed
TC
1597
Trust Company
Kansas
– -$36K -690 Closed
M1FG
1598
Mach-1 Financial Group
Arkansas
– -$25K -502 Closed
SPWG
1599
Sage Private Wealth Group
Illinois
– -$24K -452 Closed
LDFR
1600
Lehman & Derafelo Financial Resources
Pennsylvania
– -$22K -409 Closed
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