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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 %
CWM
426
Concentric Wealth Management
California
$9.2M +$438K +6,300 +5%
DACG
427
Donor Advised Charitable Giving
California
$9.11M +$900K +12,955 +11%
BG
428
Bahl & Gaynor
Ohio
$9.09M +$972K +13,983 +12%
CCP
429
Corient Capital Partners
California
$9.06M +$8.21M +118,041 +955%
WB
430
Webster Bank
Connecticut
$8.99M +$547K +7,875 +6%
RCF
431
Rainwater Charitable Foundation
Texas
$8.91M +$8.91M +128,185 New
WA
432
WBH Advisory
Maryland
$8.9M +$711K +10,827 +9%
TCA
433
Transcend Capital Advisors
New Jersey
$8.88M +$6.05M +87,057 +214%
ISWM
434
Independent Solutions Wealth Management
New York
$8.87M +$94.4K +1,358 +1%
FFW
435
Fusion Family Wealth
New York
$8.77M -$1.28M -18,344 -13%
LPP
436
Life Planning Partners
Florida
$8.76M +$5.63K +81 +0.1%
FCA
437
FinTrust Capital Advisors
South Carolina
$8.73M +$1.32M +19,041 +18%
JWA
438
JFS Wealth Advisors
Pennsylvania
$8.62M -$1.01M -14,579 -11%
VC
439
Veery Capital
Delaware
$8.6M +$235K +3,387 +3%
AL
440
Aspiriant LLC
California
$8.58M +$1.03M +14,781 +14%
KWMG
441
King Wealth Management Group
Florida
$8.55M +$4.87M +69,993 +132%
WFAG
442
Wescott Financial Advisory Group
Pennsylvania
$8.45M +$5.39M +77,524 +176%
JHCP
443
Jackson Hole Capital Partners
Oklahoma
$8.4M +$828K +11,907 +11%
MG
444
Mather Group
Illinois
$8.36M -$835K -12,011 -9%
MIA
445
MainStreet Investment Advisors
Illinois
$8.36M -$425K -6,119 -5%
RPC
446
Rossmore Private Capital
Connecticut
$8.32M +$454K +6,538 +6%
PIMG
447
Patriot Investment Management Group
Tennessee
$8.31M +$1.36M +19,559 +20%
VI
448
Vestcor Inc
New Brunswick, Canada
$8.26M +$8.26M +118,813 New
IC
449
IEQ Capital
California
$8.21M -$57.6K -828 -0.7%
WA
450
Wealthstream Advisors
New York
$8.2M -$4.45K -64 -0.1%
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