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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 %
OWA
851
One Wealth Advisors
California
$1.38M +$317K +4,567 +30%
PAM
852
Palisade Asset Management
Minnesota
$1.38M +$14.7K +212 +1%
AWA
853
Amplius Wealth Advisors
Pennsylvania
$1.36M -$326K -4,687 -19%
MCA
854
Magnolia Capital Advisors
Mississippi
$1.36M +$34.9K +502 +3%
AWM
855
Abound Wealth Management
Tennessee
$1.34M +$150K +2,160 +13%
WAP
856
Wealthcare Advisory Partners
Pennsylvania
$1.34M -$467K -6,716 -26%
SF
857
Safeguard Financial
Wisconsin
$1.33M +$1.33M +19,189 New
CP
858
Capital Planning
Washington
$1.32M -$1.28M -18,364 -49%
BWM
859
BT Wealth Management
Georgia
$1.31M – – –
EFG
860
Everhart Financial Group
Ohio
$1.31M +$52.8K +759 +4%
HHRDM
861
H&H Retirement Design & Management
Nevada
$1.31M -$238K -3,467 -15%
Chevy Chase Trust
862
Chevy Chase Trust
Maryland
$1.3M -$37.9K -545 -3%
AT
863
American Trust
Kentucky
$1.27M +$1.27M +18,270 New
VWA
864
Visionary Wealth Advisors
Illinois
$1.27M +$213K +3,067 +20%
ZCM
865
Ziegler Capital Management
Illinois
$1.26M – – –
WB
866
WesBanco Bank
West Virginia
$1.25M +$193K +2,773 +18%
KWM
867
Kaydan Wealth Management
Michigan
$1.25M -$6.15M -88,405 -83%
RCG
868
Regatta Capital Group
California
$1.24M +$60.4K +869 +5%
PIA
869
Pinion Investment Advisors
Kansas
$1.24M +$118K +1,700 +11%
NEPWA
870
New England Private Wealth Advisors
Massachusetts
$1.23M +$1.74K +25 +0.1%
IP
871
Ignite Planners
California
$1.23M +$122K +1,831 +11%
CFIA
872
Cantor Fitzgerald Investment Advisors
New York
$1.22M +$13.6K +195 +1%
RWM
873
Rockwood Wealth Management
Pennsylvania
$1.22M +$911K +13,113 +294%
GIA
874
GHP Investment Advisors
Colorado
$1.22M +$349K +5,016 +40%
SSWG
875
Seven Springs Wealth Group
Tennessee
$1.2M -$3.16M -45,432 -72%
33 34
35
36 37