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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 %
MMA
151
Miracle Mile Advisors
California
$42.7M +$18.7M +303,770 +78%
WA
152
Wilshire Advisors
California
$42.5M -$2.27M -36,808 -5%
FNT
153
First National Trust
Pennsylvania
$42.1M +$7.94M +128,776 +23%
Financial Engines Advisors
154
Financial Engines Advisors
California
$42.1M -$1.2M -19,398 -3%
RMC
155
Regis Management Company
California
$41.7M -$1.39M -22,529 -3%
BSB
156
Bangor Savings Bank
Maine
$41M -$2M -32,456 -5%
DLDF
157
Dan L. Duncan Foundation
Texas
$41M +$220K +3,566 +0.5%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$41M +$18.3M +294,467 +81%
TCBWMS
159
Texas Capital Bank Wealth Management Services
Texas
$40.1M -$7.11M -115,371 -15%
TFCP
160
Twin Focus Capital Partners
Massachusetts
$39.4M +$15.8M +255,592 +67%
MCWS
161
McKinley Carter Wealth Services
West Virginia
$39.3M -$1.69M -27,441 -4%
MW
162
Marcum Wealth
Ohio
$39.3M +$1.13M +18,360 +3%
FWI
163
Facet Wealth Inc
Maryland
$39.1M +$29.7M +449,135 +319%
AWA
164
Aaron Wealth Advisors
Illinois
$38.8M +$3.34M +54,258 +9%
LSAG
165
Lake Street Advisors Group
New Hampshire
$38.6M +$292K +4,730 +0.8%
WSTAM
166
Wilbanks Smith & Thomas Asset Management
Virginia
$38.5M -$1.65M -26,728 -4%
CFG
167
Compton Financial Group
Maryland
$38.3M +$494K +8,010 +1%
SFP
168
Shepherd Financial Partners
Massachusetts
$37.1M +$4.8M +77,930 +15%
KAS
169
Kestra Advisory Services
Texas
$36.4M -$13.4M -216,827 -27%
BWM
170
Brickley Wealth Management
California
$36.3M -$890K -14,435 -2%
CCA
171
Conservest Capital Advisors
Pennsylvania
$36.2M +$36.2M +587,094 New
CFO
172
Callan Family Office
Pennsylvania
$36M +$36M +583,382 New
LIA
173
LBMC Investment Advisors
Tennessee
$35.9M -$120K -1,951 -0.3%
CCFCSB
174
Cape Cod Five Cents Savings Bank
Massachusetts
$35.5M -$6.61M -107,161 -16%
IWMA
175
Ironwood Wealth Management (Arizona)
Arizona
$35.3M -$7.26M -117,824 -17%
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