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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 %
LPT
1076
Legacy Private Trust
Wisconsin
$524K +$56K +805 +12%
WF
1077
WoodTrust Financial
Wisconsin
$521K – – –
AUB
1078
Atlantic Union Bankshares
Virginia
$520K -$11.3K -163 -2%
HFS
1079
Haverford Financial Services
Pennsylvania
$520K – – –
ZIG
1080
Zullo Investment Group
Pennsylvania
$519K -$15.4K -222 -3%
BFEC
1081
Benjamin F. Edwards & Company
Missouri
$519K -$13.9K -200 -3%
NIC
1082
Northwest Investment Counselors
Oregon
$511K -$49.8K -717 -9%
FWIA
1083
Fort Washington Investment Advisors
Ohio
$506K – – –
CFAM
1084
Coury Firm Asset Management
Pennsylvania
$505K -$14K -202 -3%
QPWM
1085
Quadrant Private Wealth Management
Pennsylvania
$501K -$23K -331 -4%
FNBT
1086
FineMark National Bank & Trust
Florida
$499K -$174K -2,500 -26%
AC
1087
Anson Capital
Georgia
$499K -$8.98K -129 -2%
EAM
1088
Empirical Asset Management
Massachusetts
$498K +$9.46K +136 +2%
BI
1089
Berkeley Inc
Idaho
$496K -$5.77K -83 -1%
AFM
1090
Andesa Financial Management
Pennsylvania
$494K -$28.7K -413 -5%
GAM
1091
Gould Asset Management
California
$491K +$5.57K +80 +1%
HIP
1092
HUB Investment Partners
Texas
$488K -$69.1K -994 -12%
PPP
1093
Private Portfolio Partners
New Jersey
$487K -$13K -187 -3%
CSB
1094
City State Bank
Iowa
$485K – – –
EWM
1095
Endurance Wealth Management
Rhode Island
$484K -$5.18M -74,500 -91%
OBWG
1096
Onyx Bridge Wealth Group
New York
$479K -$89.3K -1,380 -16%
TW
1097
Transform Wealth
Colorado
$476K -$191K -2,748 -29%
SW
1098
StrongBox Wealth
Missouri
$474K -$50.4K -725 -10%
SWM
1099
SeaCrest Wealth Management
New York
$473K – – –
KMWM
1100
Keudell/Morrison Wealth Management
Oregon
$471K +$2.78K +40 +0.6%
42 43
44
45 46