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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 %
MA
1001
MBA Advisors
Pennsylvania
$708K -$19K -273 -3%
ANBT
1002
American National Bank & Trust
Texas
$708K +$80K +1,151 +13%
GPC
1003
Garrison Point Capital
California
$705K +$1.04K +15 +0.1%
CCM
1004
Covington Capital Management
California
$696K +$108K +1,550 +18%
BAM
1005
Belpointe Asset Management
Nevada
$692K -$423K -6,088 -38%
CRC
1006
Curi RMB Capital
Illinois
$686K +$240K +3,452 +54%
SWPG
1007
Strategic Wealth Partners Group
Illinois
$679K -$180K -2,592 -21%
CWC
1008
Carolinas Wealth Consulting
North Carolina
$679K – – –
MSFS
1009
Main Street Financial Solutions
Pennsylvania
$678K -$25.7K -369 -4%
HCP
1010
Hexagon Capital Partners
Arkansas
$673K +$120K +1,726 +22%
WAL
1011
W Advisors LLC
Tennessee
$672K +$80K +1,152 +14%
LF
1012
Lantz Financial
Illinois
$669K -$1.95K -28 -0.3%
RRA
1013
Round Rock Advisors
Connecticut
$669K – – –
APP
1014
Avantax Planning Partners
Iowa
$665K +$56.5K +813 +9%
KOMWMG
1015
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$662K -$1.11M -16,009 -63%
CA
1016
Claro Advisors
Massachusetts
$659K – – –
HWA
1017
Hilltop Wealth Advisors
North Carolina
$656K +$5.91K +85 +0.9%
PFBT
1018
Parkside Financial Bank & Trust
Missouri
$653K +$228K +3,284 +54%
TFA
1019
Triad Financial Advisors
North Carolina
$652K -$5K -72 -0.8%
IAG
1020
Investmark Advisory Group
Connecticut
$650K +$2.09K +30 +0.3%
RTS
1021
Round Table Services
New Jersey
$646K +$402K +5,780 +165%
3LCM
1022
3D/L Capital Management
Connecticut
$642K +$185K +2,665 +41%
BWA
1023
Beam Wealth Advisors
Louisiana
$640K +$28.7K +413 +5%
ST
1024
Sentinel Trust
Texas
$638K -$75K -1,079 -11%
ODG
1025
O'Dell Group
Ohio
$637K +$56.7K +815 +10%
39 40
41
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