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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 %
CFAM
876
Center For Asset Management
Florida
$1.19M -$200K -2,879 -14%
AIP
877
Almanack Investment Partners
Pennsylvania
$1.17M +$90K +1,294 +8%
Lido Advisors
878
Lido Advisors
California
$1.17M -$814K -11,719 -41%
AWM
879
Atticus Wealth Management
Florida
$1.17M +$1.17M +16,775 New
SCM
880
SOL Capital Management
Maryland
$1.16M -$11.8K -170 -1%
AWA
881
Arete Wealth Advisors
Illinois
$1.16M -$50K -719 -4%
HPC
882
HM Payson & Co
Maine
$1.15M -$23.2K -333 -2%
NP
883
NorthRock Partners
Minnesota
$1.15M +$227K +3,267 +25%
CSPIA
884
Cary Street Partners Investment Advisory
Virginia
$1.15M +$1.32K +19 +0.1%
COCM
885
Charter Oak Capital Management
New Hampshire
$1.15M +$26.1K +376 +2%
CWS
886
Cypress Wealth Services
California
$1.15M -$495K -7,123 -30%
EK
887
Evensky & Katz
Florida
$1.14M +$124K +1,786 +12%
CTA
888
Chesley Taft & Associates
Illinois
$1.14M +$19K +281 +2%
OIA
889
OneDigital Investment Advisors
Kansas
$1.14M -$1.78M -25,610 -61%
VCA
890
Verdence Capital Advisors
Maryland
$1.14M +$223K +3,205 +24%
EIP
891
Ellis Investment Partners
Pennsylvania
$1.13M +$99.5K +1,432 +10%
MWM
892
Merriman Wealth Management
Washington
$1.12M -$64.1K -922 -5%
SPI
893
Sutton Place Investors
New York
$1.12M +$188K +2,831 +20%
VCP
894
Vista Capital Partners
Oregon
$1.12M -$2.92K -42 -0.3%
CMBA
895
C.M. Bidwell & Associates
Hawaii
$1.11M +$21.1K +303 +2%
MHR
896
Matthew Hamilton Rosenberg
$1.1M +$303K +4,363 +38%
PWAC
897
Private Wealth Advisors (California)
California
$1.1M -$5.77K -83 -0.5%
BW
898
Bison Wealth
Georgia
$1.09M +$1.09M +15,742 New
RB
899
Renasant Bank
Mississippi
$1.09M +$50.1K +721 +5%
RJTCONH
900
Raymond James Trust Company of New Hampshire
New Hampshire
$1.09M +$1.09M +15,668 New
34 35
36
37 38