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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,514 hedge funds and large institutions have $84.7B invested in iShares Core MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 765 increasing their positions, 477 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
-4
Holders Change %
-0.26%
% of All Funds
23.96%
Holding in Top 10
320
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.31%
% of All Funds
5.06%
New
112
Increased
765
Reduced
477
Closed
96
Calls
$6.05M
Puts
$4.95M
Net Calls
+$1.11M
Net Calls Change
-$1.14M

Top Buyers

1
LPL Financial
LPL Financial
California
+$295M
2
CPCM
Cornerstone Partners Capital Management
Virginia
+$234M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$216M
4
AWA
Aaron Wealth Advisors
Illinois
+$216M
5
BBHC
Brown Brothers Harriman & Co
New York
+$203M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$714M
2
HVM
Harvest Volatility Management
Connecticut
-$281M
3
PP
Passaic Partners
New Jersey
-$171M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$169M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
276
Coldstream Capital Management
Washington
$18.6M +$1.05M +15,165 +6%
VVP
277
Venture Visionary Partners
Ohio
$18.6M -$1.33M -19,123 -7%
FMWA
278
Forvis Mazars Wealth Advisors
Missouri
$18.5M +$858K +12,338 +5%
EWA
279
Exencial Wealth Advisors
Oklahoma
$18.4M +$2.1M +30,178 +13%
OCG
280
Opus Capital Group
Ohio
$18.3M -$852K -12,260 -4%
HCM
281
Hudson Capital Management
New Jersey
$18.2M +$1.71M +24,611 +10%
CWA
282
Core Wealth Advisors
Florida
$18.2M +$6.9M +99,203 +61%
RCA
283
Resonant Capital Advisors
Wisconsin
$18.2M -$812K -11,565 -4%
P3I
284
Progeny 3 Inc
Washington
$17.7M – – –
WS
285
Wela Strategies
Georgia
$17.6M +$7.18M +103,315 +69%
SRSA
286
S.R. Schill & Associates
Washington
$17.5M -$1.27M -18,329 -7%
EWA
287
Encompass Wealth Advisors
Oregon
$17.5M +$45.3K +652 +0.3%
SCP
288
Syntal Capital Partners
Texas
$17.5M -$225K -3,230 -1%
NPI
289
New Perspectives Inc
Mississippi
$17.5M +$1.07M +15,424 +7%
FWM
290
Fairhaven Wealth Management
Illinois
$17.3M +$707K +10,172 +4%
PWA
291
Physician Wealth Advisors
Utah
$17.3M -$1.17M -17,619 -6%
PCIG
292
Partners Capital Investment Group
Massachusetts
$17.2M +$1.39M +20,006 +9%
MG
293
McCutchen Group
Washington
$16.9M +$66.3K +954 +0.4%
WPA
294
West Paces Advisors
Georgia
$16.8M +$626K +9,008 +4%
KCM
295
Karp Capital Management
California
$16.8M +$5.21M +75,005 +45%
CI
296
CX Institutional
Indiana
$16.8M +$679K +9,773 +4%
SWM
297
Sugarloaf Wealth Management
Georgia
$16.7M +$790K +11,354 +5%
SIC
298
Sigma Investment Counselors
Michigan
$16.3M +$1.4M +20,123 +9%
SIA
299
Strategic Investment Advisors
Michigan
$16.3M +$1.93M +27,794 +13%
CB
300
Commerce Bank
Missouri
$16.2M +$4.45M +64,008 +38%
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