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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 %
AWP
1201
Ascent Wealth Partners
New York
$321K -$7.35M -105,664 -96%
PCM
1202
Poehling Capital Management
Wisconsin
$320K – – –
WAS
1203
Wealth Advisory Solutions
Indiana
$319K +$319K +4,587 New
RMDI
1204
R.M. Davis Inc
Maine
$317K +$15K +216 +5%
RW
1205
Rede Wealth
Virginia
$315K -$20.1K -289 -6%
T
1206
TNF
Montana
$315K +$533 +8 +0.2%
TCM
1207
TD Capital Management
Tennessee
$315K +$8.33K +120 +3%
ETI
1208
Enterprise Trust & Investment
California
$313K – – –
BWFA
1209
Baltimore-Washington Financial Advisors
Maryland
$313K +$3.6K +50 +1%
SB
1210
Strategic Blueprint
Georgia
$312K -$103K -1,479 -25%
NSB
1211
Norway Savings Bank
Maine
$312K – – –
SEIA
1212
Signature Estate & Investment Advisors
California
$312K +$43.5K +626 +16%
LOPW
1213
Live Oak Private Wealth
North Carolina
$311K -$70.1K -1,009 -18%
RWA
1214
River Wealth Advisors
Pennsylvania
$309K -$1.39K -20 -0.4%
JFA
1215
JNBA Financial Advisors
Minnesota
$308K +$9.32K +134 +3%
TIM
1216
Tevis Investment Management
Texas
$307K +$4.93K +71 +2%
FHA
1217
Flagship Harbor Advisors
Massachusetts
$305K +$61.6K +886 +25%
GSWM
1218
Golden State Wealth Management
California
$303K -$112K -1,617 -27%
RP
1219
Rowlandmiller & Partners
Georgia
$303K -$27.8K -400 -8%
OWA
1220
Outlook Wealth Advisors
Texas
$302K +$208 +3 +0.1%
TGAM
1221
TBH Global Asset Management
Tennessee
$300K +$300K +4,316 New
MCM
1222
Maryland Capital Management
Maryland
$299K – – –
KPW
1223
Kore Private Wealth
New York
$299K +$299K +4,306 New
SI
1224
Stephens Inc
Arkansas
$298K -$30.3K -436 -9%
LWM
1225
Lyell Wealth Management
California
$297K -$32.3K -464 -10%
47 48
49
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