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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 %
WCF
1226
West Coast Financial
California
$297K +$23.7K +342 +9%
NGA
1227
Naples Global Advisors
Florida
$296K +$695 +10 +0.2%
RC
1228
Rovin Capital
Arizona
$296K +$8.4K +121 +3%
FWP
1229
Firethorn Wealth Partners
Georgia
$296K +$33.7K +484 +13%
VHAM
1230
Van Hulzen Asset Management
California
$295K -$49.1K -705 -14%
AO
1231
Advisor OS
Illinois
$295K +$295K +4,250 New
CRI
1232
Colonial River Investments
Virginia
$294K -$17.5K -251 -6%
SWP
1233
Strategic Wealth Partners
Ohio
$293K -$2.14M -30,777 -88%
KCM
1234
Kathmere Capital Management
Pennsylvania
$291K -$66.9K -961 -19%
BFG
1235
Barber Financial Group
Kansas
$291K +$1.32K +19 +0.5%
TRIA
1236
Trail Ridge Investment Advisors
Colorado
$290K – – –
FP
1237
Financial Perspectives
Minnesota
$289K +$3.34K +48 +1%
AWA
1238
Acorn Wealth Advisors
Michigan
$289K +$6.46K +93 +2%
OFP
1239
OLIO Financial Planning
Virginia
$289K +$289K +4,159 New
BOTW
1240
Bank of the West
California
$288K +$10.2K +147 +4%
CIG
1241
Cairn Investment Group
Washington
$287K +$287K +4,135 New
SFA
1242
Seneca Financial Advisors
New York
$286K +$139 +2 +0%
ACM
1243
Alamar Capital Management
California
$286K +$286K +4,112 New
KPCM
1244
Kings Point Capital Management
New York
$285K -$108K -1,554 -27%
M
1245
MOTCO
Texas
$285K +$90.8K +1,305 +47%
OPWM
1246
Oakwell Private Wealth Management
Texas
$283K -$144K -2,072 -34%
WFM
1247
Wolff Financial Management
Michigan
$283K -$13.5K -195 -5%
RFA
1248
RTD Financial Advisors
Pennsylvania
$283K +$54.5K +783 +24%
LWMNY
1249
Landmark Wealth Management (New York)
New York
$282K +$282K +8,002 New
CPSC
1250
Carl P. Sherr & Co
Massachusetts
$281K – – –
48 49
50
51 52