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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 %
WANY
726
Wealthspire Advisors (New York)
New York
$2.4M +$376K +5,413 +19%
SFG
727
Sovereign Financial Group
Connecticut
$2.4M -$2.64K -38 -0.1%
BWIA
728
Bryant Woods Investment Advisors
New York
$2.39M +$288K +4,150 +14%
W
729
WealthOne
New York
$2.36M -$456K -6,557 -16%
LGWM
730
Litman Gregory Wealth Management
California
$2.34M -$119K -1,718 -5%
FA
731
Fountainhead AM
New Jersey
$2.33M -$157K -2,262 -6%
FC
732
Ferris Capital
Massachusetts
$2.32M – – –
LSPW
733
Lake Street Private Wealth
Illinois
$2.31M -$43.1K -620 -2%
CFA
734
CWS Financial Advisors
Michigan
$2.31M -$14K -202 -0.6%
IAA
735
Independent Advisor Alliance
North Carolina
$2.3M -$60.8K -875 -3%
LFG
736
Leverty Financial Group
Wisconsin
$2.27M +$2.27M +32,597 New
MSWMA
737
Market Street Wealth Management Advisors
Indiana
$2.26M +$332K +4,772 +17%
AFO
738
Allie Family Office
Florida
$2.26M +$1.12M +16,120 +99%
BMCM
739
Bryn Mawr Capital Management
Pennsylvania
$2.25M -$113K -1,623 -5%
WBG
740
Wharton Business Group
Pennsylvania
$2.24M -$4.19M -60,305 -65%
CA
741
Cornerstone Advisory
Maryland
$2.24M +$481K +6,923 +27%
FNWM
742
Financial Network Wealth Management
Utah
$2.23M +$690K +9,928 +45%
NCM
743
NCM Capital Management
New Jersey
$2.23M +$902K +12,980 +68%
CFA
744
Cahill Financial Advisors
Minnesota
$2.21M +$29.2K +420 +1%
KL
745
KWMG LLC
Kansas
$2.2M -$244K -3,513 -10%
HR
746
Howe & Rusling
New York
$2.2M -$488K -7,025 -18%
BIA
747
Bigelow Investment Advisors
Maine
$2.2M +$270K +3,879 +14%
FCMA
748
Foresight Capital Management Advisors
Michigan
$2.19M +$105K +1,516 +5%
CWM
749
Cabot Wealth Management
Massachusetts
$2.18M -$365K -5,252 -14%
WS
750
Wedbush Securities
California
$2.17M +$765K +11,006 +54%
28 29
30
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