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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 %
MAWCM
1251
Mine & Arao Wealth Creation & Management
California
$279K – – –
CGL
1252
Clarius Group LLC
Washington
$279K – – –
PPW
1253
Pinnacle Private Wealth
Massachusetts
$276K -$275K -3,957 -50%
IRC
1254
Investors Research Corp
Georgia
$276K -$6.33K -91 -2%
DWP
1255
Destiny Wealth Partners
Florida
$275K -$28.9K -416 -10%
TFS
1256
TrustCore Financial Services
Tennessee
$275K +$35.3K +508 +15%
NWMG
1257
National Wealth Management Group
Ohio
$268K -$28.4K -408 -10%
BA
1258
Ballast Advisors
Minnesota
$264K +$12.7K +183 +5%
LCM
1259
Logan Capital Management
Pennsylvania
$262K -$133K -1,908 -34%
VCM
1260
Vigilant Capital Management
Maine
$262K -$33.6K -484 -11%
CWM
1261
Cahill Wealth Management
Michigan
$262K +$262K +3,772 New
AAM
1262
Aureus Asset Management
Massachusetts
$260K +$53.8K +775 +26%
KCFA
1263
Key Client Fiduciary Advisors
New Jersey
$259K -$14K -201 -5%
EW
1264
Evoke Wealth
California
$259K – – –
SC
1265
Schiavi & Co
Delaware
$259K +$348 +5 +0.1%
OPA
1266
Old Port Advisors
Maine
$259K +$259K +3,683 New
TC
1267
Trilogy Capital
California
$259K +$259K +3,726 New
SSCA
1268
South Shore Capital Advisors
Massachusetts
$258K +$2.43K +35 +1%
PFG
1269
Pinnacle Financial Group
Illinois
$256K – – –
H
1270
HoyleCohen
California
$255K +$255K +3,672 New
ARIS
1271
Advanced Research Investment Solutions
California
$254K +$207K +2,989 +446%
AIA
1272
Avalon Investment & Advisory
Texas
$254K +$254K +3,655 New
PFA
1273
Pathway Financial Advisors
Vermont
$253K – – –
BOC
1274
Bull Oak Capital
California
$253K – – –
CIAS
1275
Capital Investment Advisory Services
North Carolina
$253K +$18.8K +270 +8%
49 50
51
52 53