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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 %
IIC
376
Integrated Investment Consultants
Michigan
$11.4M +$9.05M +130,177 +391%
WPC
377
Wedmont Private Capital
Pennsylvania
$11.2M +$6.01M +85,276 +115%
SGI
378
Summit Global Investments
Utah
$11.2M -$6.88M -98,999 -38%
ERWM
379
Elk River Wealth Management
Colorado
$11.2M +$1.19M +17,122 +12%
NB
380
NBT Bank
New York
$11.1M +$601K +8,640 +6%
VFA
381
Valeo Financial Advisors
Indiana
$11M +$717K +10,827 +7%
BB
382
Berkshire Bank
Massachusetts
$11M +$2.61M +37,569 +31%
CI
383
Conning Inc
Connecticut
$10.8M – – –
LCC
384
Lincoln Capital Corp
Rhode Island
$10.7M +$975K +14,029 +10%
MSA
385
Mason Street Advisors
Wisconsin
$10.7M +$10.7M +154,400 New
NEAM
386
New England Asset Management
Connecticut
$10.6M – – –
GIA
387
Gladstone Institutional Advisory
Florida
$10.6M +$3.13M +45,088 +42%
HF
388
Halpern Financial
Virginia
$10.6M +$65K +935 +0.6%
HCA
389
Harbour Capital Advisors
Virginia
$10.6M +$727K +10,458 +7%
GT
390
Glenmede Trust
Pennsylvania
$10.5M -$85.3K -1,227 -0.8%
GG
391
Gofen & Glossberg
Illinois
$10.5M +$130K +1,868 +1%
SIM
392
Stratos Investment Management
Ohio
$10.4M +$82K +1,180 +0.8%
AA
393
Argent Advisors
Louisiana
$10.4M -$407K -5,858 -4%
WPW
394
Waldron Private Wealth
Pennsylvania
$10.3M +$1.19M +17,127 +13%
CWM
395
Curi Wealth Management
North Carolina
$10.3M +$1.23M +17,729 +14%
FWI
396
Facet Wealth Inc
Maryland
$10.2M +$562K +8,089 +6%
ATC
397
Argent Trust Co
Tennessee
$10.2M -$1.01M -14,571 -9%
TIM
398
Tortoise Investment Management
New York
$10.2M -$491K -7,068 -5%
SRC
399
Shufro Rose & Co
New York
$10M -$2.63M -37,845 -21%
SPP
400
Single Point Partners
Massachusetts
$10M +$529K +7,615 +6%
14 15
16
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