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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 %
BHB
326
Bank Hapoalim BM
Israel
$14.5M +$14.5M +208,000 New
JPG
327
Jordan Park Group
California
$14.3M +$530K +7,626 +4%
LBC
328
Lowe Brockenbrough & Co
Virginia
$14.3M +$11.7K +169 +0.1%
TCM
329
Towercrest Capital Management
Pennsylvania
$14.3M +$817K +11,760 +6%
BC
330
Brio Consultants
California
$14.3M -$6.86M -98,705 -32%
OWM
331
Orgel Wealth Management
Wisconsin
$14.3M +$1.17M +16,791 +9%
GBT
332
Grove Bank & Trust
Florida
$14.2M +$205K +2,944 +1%
RTC
333
Riverview Trust Company
Washington
$14.2M -$1.05M -15,103 -7%
AWM
334
Apollon Wealth Management
South Carolina
$14.1M +$2.75M +39,555 +24%
LL
335
LPWM LLC
Minnesota
$14.1M +$631K +9,166 +5%
SRC
336
Sage Rhino Capital
California
$14.1M +$789K +11,353 +6%
American Century Companies
337
American Century Companies
Missouri
$14M -$264K -3,800 -2%
LC
338
LCNB Corp
Ohio
$13.9M +$589K +8,470 +4%
N
339
Natixis
France
$13.8M +$414K +5,957 +3%
PGA
340
Portland Global Advisors
Maine
$13.7M +$1.65M +23,732 +14%
CCM
341
Condor Capital Management
New Jersey
$13.7M +$708K +10,186 +5%
WCM
342
Windham Capital Management
Massachusetts
$13.6M – – –
HW
343
Hancock Whitney
Mississippi
$13.6M -$5.71M -82,081 -30%
DL
344
DOHJ LLC
Washington
$13.5M -$401K -5,770 -3%
CGA
345
Crescent Grove Advisors
Illinois
$13.4M -$3.17M -45,536 -19%
ACS
346
Archford Capital Strategies
Illinois
$13.3M +$5.01M +72,065 +61%
OCM
347
One Capital Management
California
$13.2M +$3.16M +45,446 +32%
PW
348
Peninsula Wealth
California
$13.1M +$11.7K +169 +0.1%
GRP
349
Global Retirement Partners
California
$13.1M +$13.1M +202,411 New
HWAM
350
Hennion & Walsh Asset Management
New Jersey
$13.1M +$1.12M +16,070 +9%
12 13
14
15 16