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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 %
OIS
551
Okabena Investment Services
Minnesota
$5.39M -$147K -2,117 -3%
SW
552
SVB Wealth
Massachusetts
$5.36M -$170K -2,440 -3%
HI
553
Horizon Investments
North Carolina
$5.35M +$328K +4,725 +7%
FAM
554
Frontier Asset Management
Wyoming
$5.35M -$493K -7,098 -8%
WDG
555
Wealth Dimensions Group
Ohio
$5.33M -$106K -1,523 -2%
VR
556
Viridian RIA
Washington
$5.3M -$6.98M -93,489 Closed
WWM
557
Western Wealth Management
Colorado
$5.29M +$1.94M +27,885 +58%
BWCS
558
Beirne Wealth Consulting Services
Connecticut
$5.26M +$6.27K +90 +0.1%
MWM
559
Marietta Wealth Management
Georgia
$5.26M +$380K +5,469 +8%
BCA
560
Bray Capital Advisors
Florida
$5.23M -$43.5K -626 -0.8%
Citigroup
561
Citigroup
New York
$5.21M -$833K -11,987 -14%
LF
562
Lee Financial
Texas
$5.19M -$75.1K -1,080 -1%
WFA
563
Wade Financial Advisory
California
$5.19M +$2.02M +29,112 +64%
HNWAG
564
High Net Worth Advisory Group
Florida
$5.17M +$164K +2,362 +3%
T
565
TCWP
Ohio
$5.08M -$5.67M -81,525 -53%
MFA
566
Mayflower Financial Advisors
Massachusetts
$5.07M +$140K +2,018 +3%
SS
567
Simplicity Solutions
Minnesota
$5.01M -$2.18M -31,333 -30%
CA
568
Clearstead Advisors
Ohio
$5M -$1.1M -15,827 -18%
VIA
569
Vickerman Investment Advisors
Washington
$5M -$489K -7,717 -9%
TTWM
570
TCV Trust & Wealth Management
Virginia
$4.94M +$4.94M +71,080 New
SS
571
Sunbelt Securities
Texas
$4.93M +$194K +2,748 +4%
PS
572
Planned Solutions
California
$4.92M -$114K -1,646 -2%
BSSFA
573
Baron Silver Stevens Financial Advisors
Florida
$4.81M -$126K -1,818 -3%
CPW
574
Crestmont Private Wealth
Texas
$4.76M +$624K +8,974 +15%
FFS
575
Founders Financial Securities
Maryland
$4.75M +$204K +2,937 +4%
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