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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
+$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 %
CFO
176
Colony Family Offices
North Carolina
$35M -$792K -12,849 -2%
CAG
177
Crestwood Advisors Group
Massachusetts
$33.9M -$7.43M -120,469 -18%
CB
178
Community Bank
New York
$33.9M -$190K -3,076 -0.6%
AC
179
Allstate Corporation
Illinois
$33.1M – – –
AIM
180
Allstate Investment Management
Illinois
$33.1M +$33.1M +536,826 New
FFA
181
Fragasso Financial Advisors
Pennsylvania
$33.1M +$710K +11,524 +2%
BOH
182
Bank of Hawaii
Hawaii
$32.9M -$20M -325,150 -38%
LI
183
LVZ Inc
Michigan
$32.9M +$513K +8,319 +2%
TFO
184
Tarbox Family Office
California
$32.7M -$4.94M -80,197 -13%
LNB
185
Ledyard National Bank
$32.5M +$681K +11,040 +2%
MA
186
MCF Advisors
Kentucky
$32.4M +$2.42M +39,180 +8%
SWA
187
Strategies Wealth Advisors
Michigan
$32.4M +$32.4M +525,678 New
WA
188
Waddell & Associates
Tennessee
$31.6M +$1.95M +31,672 +7%
AGA
189
Arkos Global Advisors
Texas
$31.6M +$1.24M +20,189 +4%
CAI
190
Capital Advisors Inc
Oklahoma
$31.5M +$22.5M +364,258 +249%
IFAM
191
Institutional & Family Asset Management
Colorado
$31.5M +$3.36M +54,500 +12%
QCG
192
Quadrant Capital Group
Ohio
$31.1M -$1.13M -18,313 -4%
FWM
193
FFT Wealth Management
Pennsylvania
$30.7M -$495K -8,024 -2%
PCWA
194
Pacific Capital Wealth Advisors
California
$30.6M -$130K -2,111 -0.4%
GLLW
195
Graves Light Lenhart Wealth
Virginia
$30.3M +$9.57M +155,284 +46%
AWA
196
Alaska Wealth Advisors
Alaska
$30.2M +$3.56M +57,813 +13%
SIAM
197
Sterling Investment Advisors (Missouri)
Missouri
$29.8M +$113K +1,841 +0.4%
MAS
198
Meeder Advisory Services
Ohio
$29.7M +$29.7M +481,931 New
CI
199
CX Institutional
Indiana
$29.6M +$5.03M +81,591 +20%
RFP
200
Roth Financial Partners
Texas
$29.3M +$603K +9,775 +2%
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