IEFA icon

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 %
AAS
1051
Annex Advisory Services
Wisconsin
$585K +$16.2K +233 +3%
EFS
1052
Essex Financial Services
Connecticut
$584K -$183K -2,629 -24%
LFG
1053
Larson Financial Group
Missouri
$581K +$487 +7 +0.1%
VWM
1054
Venturi Wealth Management
Texas
$580K -$261K -3,752 -31%
PWS
1055
Peterson Wealth Services
Utah
$577K +$54.7K +788 +10%
CWP
1056
Concord Wealth Partners
Virginia
$575K -$117K -1,676 -17%
PCG
1057
Private Capital Group
Connecticut
$573K -$49.3K -709 -8%
AP
1058
Adero Partners
California
$573K -$7.92K -114 -1%
KPWG
1059
KFA Private Wealth Group
Virginia
$573K +$46.8K +673 +9%
LWM
1060
Laidlaw Wealth Management
New York
$572K -$62.3K -897 -10%
BFO
1061
Biltmore Family Office
North Carolina
$570K – – –
CCP
1062
Clarkston Capital Partners
Michigan
$567K – – –
CPW
1063
Catalyst Private Wealth
California
$567K – – –
DY
1064
Dowling & Yahnke
California
$566K +$5.22K +75 +0.9%
NWM
1065
Nauset Wealth Management
Connecticut
$562K +$562K +8,087 New
CA
1066
Calton & Associates
Florida
$560K -$83.3K -1,199 -13%
TAM
1067
Townsend Asset Management
North Carolina
$555K +$69 +1 +0%
PI
1068
Parkside Investments
Illinois
$554K – – –
EA
1069
Efficient Advisors
Ohio
$550K +$2.3K +33 +0.4%
CHC
1070
City Holding Co
West Virginia
$549K +$8.48K +122 +2%
AI
1071
Accredited Investors
Minnesota
$546K – – –
HWA
1072
HCR Wealth Advisors
California
$536K -$16.1K -232 -3%
CA
1073
CoreCap Advisors
Michigan
$536K +$76.5K +1,100 +17%
LJAC
1074
L.J. Altfest & Co
New York
$532K +$180K +2,590 +51%
EA
1075
Eudaimonia Advisors
Tennessee
$525K -$24.4K -352 -4%
41 42
43
44 45