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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 %
TPWA
1101
TRUE Private Wealth Advisors
Oregon
$470K -$496K -7,509 -51%
GCA
1102
Gradient Capital Advisors
California
$467K – – –
EF
1103
Empirical Finance
Pennsylvania
$466K +$14.7K +211 +3%
FPAS
1104
Focus Partners Advisor Solutions
Missouri
$462K +$144K +2,069 +45%
SIC
1105
Salem Investment Counselors
North Carolina
$460K -$554K -7,975 -55%
MHS
1106
M Holdings Securities
Oregon
$460K +$460K +6,621 New
CW
1107
Connectus Wealth
Ohio
$458K +$458K +6,138 New
ACM
1108
Ategra Capital Management
Virginia
$455K – – –
AP
1109
Appleton Partners
Massachusetts
$454K -$3.76K -54 -0.8%
FWA
1110
FSC Wealth Advisors
New York
$452K -$8.76K -126 -2%
BHIA
1111
Birch Hill Investment Advisors
Massachusetts
$452K – – –
SC
1112
Stolper & Co
Oklahoma
$452K +$2.78K +40 +0.6%
RPGK
1113
Retirement Planning Group (Kansas)
Kansas
$448K -$2.5K -36 -0.6%
TPA
1114
Trivium Point Advisory
Connecticut
$445K +$67.7K +986 +18%
SMG
1115
Spectrum Management Group
Indiana
$444K +$67.8K +976 +18%
GKWIM
1116
Gerber Kawasaki Wealth & Investment Management
California
$443K -$28K -403 -6%
PWM
1117
PBMares Wealth Management
Virginia
$442K +$2.85K +41 +0.6%
PCS
1118
Personal CFO Solutions
New Jersey
$442K +$68.5K +985 +18%
MFS
1119
McNamara Financial Services
Massachusetts
$441K +$33.5K +482 +8%
GA
1120
Geller Advisors
New York
$441K +$38.3K +552 +10%
PFG
1121
PAX Financial Group
Texas
$439K +$247K +3,557 +129%
VCP
1122
Verus Capital Partners
Arizona
$436K +$436K +6,266 New
RF
1123
RHS Financial
California
$425K +$193K +2,771 +83%
GWM
1124
GSB Wealth Management
Connecticut
$425K +$425K +6,113 New
AFP
1125
Ausdal Financial Partners
Iowa
$423K -$24.8K -356 -6%
43 44
45
46 47