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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 %
SGAM
501
Stephens Group Asset Management
Arkansas
$6.69M – – –
MWA
502
Motive Wealth Advisors
Michigan
$6.67M +$756K +10,876 +13%
RWIA
503
Roger Wittlin Investment Advisory
California
$6.58M -$1.6M -23,029 -20%
CA
504
CSM Advisors
Pennsylvania
$6.49M – – –
PFM
505
Phillips Financial Management
Indiana
$6.48M +$386K +5,550 +6%
WFS
506
Widmann Financial Services
Maryland
$6.47M +$264K +3,796 +4%
ICG
507
InterOcean Capital Group
Tennessee
$6.39M +$615K +8,848 +11%
GW
508
GW & Wade
Massachusetts
$6.33M -$115K -1,648 -2%
AL
509
ADE LLC
Maryland
$6.32M -$41.3K -594 -0.6%
PL
510
Plancorp LLC
Missouri
$6.32M -$1.11K -16 -0%
TA
511
Tectonic Advisors
Texas
$6.29M +$428K +6,161 +7%
CWM
512
Cahaba Wealth Management
Georgia
$6.28M +$377K +5,814 +6%
SIS
513
SVB Investment Services
Utah
$6.26M +$3.65M +52,564 +140%
AFS
514
Amtrust Financial Services
New York
$6.26M +$6.26M +90,000 New
CL
515
COWA LLC
Oklahoma
$6.2M -$1.08M -15,565 -15%
TIA
516
Tiemann Investment Advisors
California
$6.2M +$708K +10,192 +13%
Bessemer Group
517
Bessemer Group
New Jersey
$6.16M +$859K +12,360 +16%
HWMA
518
Heritage Wealth Management (Arizona)
Arizona
$6.13M +$6.13M +88,145 New
PFP
519
Pinnacle Financial Partners
Tennessee
$6.12M -$620K -8,918 -9%
EI
520
Ellevest Inc
New York
$6.06M +$794K +11,423 +15%
PFM
521
Peak Financial Management
Massachusetts
$6M +$143K +2,055 +2%
LWP
522
Lumature Wealth Partners
Georgia
$5.98M +$170K +2,452 +3%
BIP
523
Blueprint Investment Partners
North Carolina
$5.95M +$93.8K +1,350 +2%
SXL
524
Summit X LLC
Missouri
$5.92M -$2.17M -31,179 -27%
IF
525
Intrua Financial
Texas
$5.92M -$17.7K -255 -0.3%
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