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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 %
Bank of America
1
Bank of America
North Carolina
$12.5B -$146M -2,361,619 -1%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$4.43B +$1.95B +31,655,523 +79%
Morgan Stanley
3
Morgan Stanley
New York
$4.31B -$184M -2,986,415 -4%
TF
4
TIAA FSB
Florida
$3.85B -$7.93M -128,703 -0.2%
AWA
5
Arete Wealth Advisors
Illinois
$3.42B +$1.93B +31,341 +130%
BlackRock
6
BlackRock
New York
$2.61B -$224M -3,628,059 -8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.56B +$67.9M +1,101,681 +3%
LPL Financial
8
LPL Financial
California
$1.72B +$12.4M +201,251 +0.7%
RJA
9
Raymond James & Associates
Florida
$1.71B +$41M +664,483 +2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$1.52B +$27M +438,454 +2%
UBS Group
11
UBS Group
Switzerland
$1.4B +$6.93M +112,413 +0.5%
Goldman Sachs
12
Goldman Sachs
New York
$1.39B -$154M -2,506,421 -10%
Wells Fargo
13
Wells Fargo
California
$1.34B +$6M +97,412 +0.4%
US Bancorp
14
US Bancorp
Minnesota
$1.34B +$4.25M +68,910 +0.3%
M&T Bank
15
M&T Bank
New York
$967M -$46M -745,899 -5%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$947M -$292M -4,732,375 -24%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$926M +$64.5M +1,045,677 +7%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$851M +$27.7M +449,080 +3%
Betterment LLC
19
Betterment LLC
New York
$758M +$191M +3,092,198 +34%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$648M -$83.3M -1,350,955 -11%
UCFA
21
United Capital Financial Advisors
Texas
$615M +$14.9M +241,204 +2%
NMIMC
22
Northwestern Mutual Investment Management Company
Wisconsin
$593M -$280M -4,542,164 -32%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$586M – – –
Stifel Financial
24
Stifel Financial
Missouri
$575M -$8.62M -139,865 -1%
APF
25
Alaska Permanent Fund
Alaska
$547M +$16.3M +263,731 +3%
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