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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 %
ACM
1301
AlphaStar Capital Management
North Carolina
$232K +$28.5K +410 +14%
KFI
1302
Key Financial Inc
Pennsylvania
$230K +$133K +1,915 +137%
MFA
1303
Morling Financial Advisors
California
$229K +$229K +3,290 New
TSS
1304
Two Sigma Securities
New York
$228K -$310K -4,475 -58%
GLA
1305
Good Life Advisors
Pennsylvania
$228K -$134K -1,931 -37%
CBT
1306
Central Bank & Trust
Kentucky
$228K -$73K -1,048 -24%
OIM
1307
Oder Investment Management
California
$228K – – –
Wolverine Trading
1308
Wolverine Trading
Illinois
$228K +$228K +3,232 New
BWA
1309
Bordeaux Wealth Advisors
California
$228K +$228K +3,283 New
CWM
1310
Campbell Wealth Management
Virginia
$227K +$227K +3,270 New
Massachusetts Financial Services
1311
Massachusetts Financial Services
Massachusetts
$226K -$156K -2,242 -41%
BA
1312
Bridge Advisory
California
$226K -$24.6K -354 -10%
ACM
1313
Argent Capital Management
Missouri
$226K +$19.9K +287 +10%
OCM
1314
Orion Capital Management
California
$225K -$222K -3,200 -50%
SQA
1315
Simon Quick Advisors
New Jersey
$225K +$17.5K +251 +8%
FSG
1316
Financial Strategies Group
Michigan
$224K +$18.8K +270 +9%
TFA
1317
TPG Financial Advisors
Oregon
$224K +$224K +3,219 New
GPA
1318
Guerra Pan Advisors
New Jersey
$221K – – –
SWA
1319
SFMG Wealth Advisors
Texas
$221K +$221K +3,180 New
FA
1320
FC Advisory
Pennsylvania
$221K +$221K +3,182 New
KWS
1321
Keystone Wealth Services
California
$220K -$15.3K -219 -6%
WFA
1322
Wellspring Financial Advisors
Ohio
$219K +$219K +3,150 New
AWC
1323
Adamsbrown Wealth Consultants
Kansas
$218K -$487 -7 -0.2%
PP
1324
Prosperity Planning
Missouri
$218K – – –
CSIA
1325
Charles Schwab Investment Advisory
California
$218K +$218K +3,133 New
51 52
53
54 55