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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 %
WA
301
Wealth Architects
California
$16.2M +$3.05M +43,917 +23%
NW
302
NewEdge Wealth
Pennsylvania
$16.1M +$2.33M +33,544 +17%
CST
303
Charles Schwab Trust
Nevada
$16M -$646K -9,300 -4%
BMD
304
Better Money Decisions
New Mexico
$16M +$697K +10,033 +5%
WT
305
Washington Trust
Rhode Island
$15.8M +$1.42M +20,491 +10%
GLLW
306
Graves Light Lenhart Wealth
Virginia
$15.6M +$5.7M +82,009 +57%
MW
307
MBL Wealth
North Carolina
$15.6M +$15.6M +224,487 New
HIM
308
Hanlon Investment Management
New Jersey
$15.6M -$441K -6,344 -3%
GWM
309
Geneos Wealth Management
Colorado
$15.5M +$968K +13,924 +7%
RVPG
310
Relative Value Partners Group
$15.5M +$10.6M +152,930 +220%
NL
311
NWAM LLC
Washington
$15.4M +$13.1M +188,875 +574%
OPS
312
Orion Portfolio Solutions
Nebraska
$15.4M +$1.57M +22,544 +11%
CG
313
Colony Group
Massachusetts
$15.3M +$2.72M +39,139 +22%
SIA
314
Sovereign Investment Advisors
Arizona
$15.2M +$22.3K +321 +0.1%
DC
315
Davenport & Co
Virginia
$15.2M +$2.12M +30,432 +16%
HCMT
316
Highland Capital Management (Tennessee)
Tennessee
$15.1M +$86.5K +1,244 +0.6%
KFAA
317
Klaas Financial Asset Advisors
Illinois
$15.1M +$673K +9,687 +5%
COPPSERS
318
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15M +$12M +173,000 +398%
CA
319
Cetera Advisors
Colorado
$15M +$71.7K +1,031 +0.5%
MM
320
Main Management
California
$14.9M +$45K +647 +0.3%
RPWA
321
Regent Peak Wealth Advisors
Georgia
$14.9M +$99.9K +1,437 +0.7%
LFA
322
Legacy Financial Advisors
Kentucky
$14.8M +$804K +11,568 +6%
PCMC
323
Private Capital Management (Colorado)
Colorado
$14.7M +$2.47M +35,536 +20%
FCI
324
Financial Counselors Inc
Kansas
$14.6M +$1.44M +20,735 +11%
JFGIW
325
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.5M +$472K +6,789 +3%
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