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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 %
BFC
1126
Blue Fin Capital
Rhode Island
$422K +$119K +1,720 +39%
CRCM
1127
Corbett Road Capital Management
Virginia
$421K +$24.8K +357 +6%
DWM
1128
Dakota Wealth Management
Florida
$419K +$160K +2,297 +61%
IPW
1129
Inlet Private Wealth
Florida
$417K – – –
BHTS
1130
Bar Harbor Trust Services
Maine
$417K +$417K +6,000 New
CCFM
1131
Clear Creek Financial Management
Washington
$415K -$1.6M -22,976 -79%
ESB
1132
Essex Savings Bank
Connecticut
$409K +$3.75K +54 +0.9%
MWM
1133
MorganRosel Wealth Management
Colorado
$408K – – –
SCA
1134
Spearhead Capital Advisors
Florida
$408K +$408K +5,873 New
TC
1135
Tenret Company
Florida
$405K +$405K +5,832 New
WF
1136
Williams Financial
Vermont
$402K +$36.7K +529 +10%
KWM
1137
Keebeck Wealth Management
Illinois
$400K -$151K -2,173 -27%
SOS
1138
Silver Oak Securities
Tennessee
$400K +$400K +5,840 New
AIM
1139
Anchor Investment Management
South Carolina
$396K -$51.4K -740 -12%
BTW
1140
Boston Trust Walden
Massachusetts
$395K – – –
SC
1141
SouthState Corp
Florida
$388K +$200K +2,876 +107%
NFSG
1142
Newbridge Financial Services Group
Florida
$386K -$43.3K -623 -10%
BFWA
1143
Benchmark Financial Wealth Advisors
Florida
$385K +$209 +3 +0.1%
AA
1144
Aire Advisors
California
$384K -$5.42K -78 -1%
RCM
1145
Raleigh Capital Management
North Carolina
$377K -$188K -2,709 -33%
AOWM
1146
Alpha Omega Wealth Management
Virginia
$376K – – –
PIA
1147
Perennial Investment Advisors
California
$374K -$59.6K -861 -14%
BFG
1148
Baron Financial Group
New Jersey
$374K +$65.2K +938 +21%
SDWMA
1149
Schneider Downs Wealth Management Advisors
Pennsylvania
$370K +$78.5K +1,131 +27%
AWA
1150
Alta Wealth Advisors
Massachusetts
$367K – – –
44 45
46
47 48