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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 %
RBC
526
Roble Belko & Company
Pennsylvania
$5.9M +$186K +2,677 +3%
SCA
527
St. Clair Advisors
Ohio
$5.82M +$1.64M +23,629 +39%
BWM
528
BCS Wealth Management
Tennessee
$5.82M -$13.1K -188 -0.2%
Axa
529
Axa
France
$5.79M +$156K +2,245 +3%
CWA
530
Canvas Wealth Advisors
Kansas
$5.76M -$3.59M -55,151 -38%
HA
531
HYA Advisors
Missouri
$5.74M +$194K +2,784 +3%
FPGK
532
Financial Partners Group (Kansas)
Kansas
$5.72M -$11.4M -164,056 -67%
ASN
533
Advisory Services Network
Georgia
$5.71M +$80.5K +1,158 +1%
FCH
534
Freestone Capital Holdings
Washington
$5.69M +$3.78M +54,320 +197%
CFGS
535
Concourse Financial Group Securities
Alabama
$5.64M -$1.48M -21,300 -21%
MFG
536
Merit Financial Group
Georgia
$5.64M +$1.91M +27,466 +51%
MP
537
McDonald Partners
Ohio
$5.61M +$5.55M +79,902 +10,038%
IAN
538
Integrated Advisors Network
Texas
$5.61M -$127K -1,830 -2%
OFG
539
Omega Financial Group
California
$5.6M +$701K +10,090 +14%
AWM
540
Aries Wealth Management
Maine
$5.6M +$5.6M +80,611 New
BC
541
Bowman & Company
Wisconsin
$5.59M +$165K +2,379 +3%
RTL
542
Red Tortoise LLC
Georgia
$5.57M +$2.3M +33,091 +70%
DADC
543
D.A. Davidson & Co
Montana
$5.48M +$645K +9,287 +13%
PCA
544
Providence Capital Advisors
North Carolina
$5.48M +$395K +5,690 +8%
BWL
545
Bogart Wealth LLC
Virginia
$5.47M -$14.1K -203 -0.3%
PAG
546
Paladin Advisory Group
Iowa
$5.43M +$5.43M +77,309 New
APW
547
Acima Private Wealth
Virginia
$5.42M -$12.4K -178 -0.2%
CWM
548
Calamos Wealth Management
Illinois
$5.41M +$1.41M +20,329 +35%
MHWM
549
Montz Harcus Wealth Management
Louisiana
$5.41M +$72.1K +1,038 +1%
OIM
550
Opus Investment Management
Massachusetts
$5.39M +$2.34M +33,650 +77%
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