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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 %
IP
201
Isthmus Partners
Wisconsin
$29.3M +$29.3M +475,104 New
CWM
202
Cranbrook Wealth Management
Michigan
$28.9M -$5.4M -87,569 -16%
SPIA
203
Steward Partners Investment Advisory
New York
$28.9M +$337K +5,462 +1%
NA
204
NewEdge Advisors
Louisiana
$28.4M +$6.81M +160,264 +32%
IWC
205
Integrated Wealth Concepts
Massachusetts
$28.3M -$1.15M -18,591 -4%
BWM
206
BerganKDV Wealth Management
Minnesota
$28.1M +$1.43M +23,179 +5%
AWC
207
Abundance Wealth Counselors
Pennsylvania
$27.9M -$14.3M -231,196 -34%
MPW
208
MA Private Wealth
California
$27.8M +$1.4M +22,752 +5%
SIRP
209
Shelter Insurance Retirement Plan
Missouri
$27.7M -$10.1M -163,161 -27%
FFW
210
Fusion Family Wealth
New York
$26.9M +$17.5M +283,306 +184%
NQWM
211
Northwest Quadrant Wealth Management
Oregon
$26.9M -$182K -2,959 -0.7%
DT
212
Daniels + Tansey
Delaware
$26.8M +$5.87M +95,189 +28%
ANTB
213
AMG National Trust Bank
Colorado
$26.6M +$1.46M +23,650 +6%
BPA
214
Beacon Pointe Advisors
California
$26.5M +$4.54M +73,734 +21%
F
215
F3Logic
Minnesota
$26.3M -$6.46M -104,751 -20%
GBS
216
Gallagher Benefit Services
Illinois
$26.3M +$26.3M +427,020 New
KA
217
Klingman & Associates
New York
$26.3M +$9.58M +155,376 +57%
AWS
218
Atria Wealth Solutions
New York
$26.2M -$46.9K -761 -0.2%
AIM
219
Acropolis Investment Management
Missouri
$25.9M -$688K -11,158 -3%
TLFA
220
True Link Financial Advisors
California
$25.7M +$2.13M +34,508 +9%
FCH
221
Freestone Capital Holdings
Washington
$25.7M +$23.9M +387,244 +1,336%
AWM
222
AE Wealth Management
Kansas
$25.5M -$2.37M -38,390 -8%
RWG
223
Ratio Wealth Group
Colorado
$25.3M +$4.13M +67,016 +20%
BCI
224
Brinker Capital Investments
Pennsylvania
$24.9M +$62.8K +1,019 +0.3%
SHWM
225
Smith & Howard Wealth Management
Georgia
$24.8M +$3.43M +55,638 +16%
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