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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 %
RWM
126
Ritholtz Wealth Management
New York
$62.6M +$4.65M +66,968 +8%
Mackenzie Financial
127
Mackenzie Financial
Ontario, Canada
$60.8M -$2.31M -33,300 -4%
SFI
128
SPC Financial Inc
Maryland
$60.5M +$6.02M +86,675 +11%
LMIM
129
Lockheed Martin Investment Management
Maryland
$60.5M +$56.7M +815,400 +1,483%
CFFP
130
Center for Financial Planning
Michigan
$60.1M +$2.56M +36,900 +4%
FDCC
131
Foster Dykema Cabot & Co
Massachusetts
$60M -$1.2M -17,232 -2%
PFO
132
Pathstone Family Office
New Jersey
$60M -$2.58M -37,139 -4%
SFBLI
133
Southern Farm Bureau Life Insurance
Mississippi
$58.5M +$4.44M +63,925 +8%
RI
134
RPTC Inc
Wyoming
$57.5M +$66.5K +956 +0.1%
AHSW
135
Adventist Health System West
California
$56.9M – – –
DLDF
136
Dan L. Duncan Foundation
Texas
$56.8M -$1.65M -23,803 -3%
GC
137
Gratus Capital
Georgia
$56.6M +$3.71M +53,380 +7%
BC
138
Bartlett & Co
Ohio
$56.1M +$2.61M +37,614 +5%
BCWM
139
Bartlett & Co Wealth Management
Ohio
$56.1M +$2.61M +37,614 +5%
B
140
Bailard
California
$56M -$310K -4,462 -0.6%
TCBWMS
141
Texas Capital Bank Wealth Management Services
Texas
$55.7M +$19M +273,434 +52%
COI
142
Connable Office Inc
Michigan
$55.3M +$28.6M +410,835 +107%
LWA
143
Lenox Wealth Advisors
New York
$55.3M -$435K -6,325 -0.8%
CAN
144
Cetera Advisor Networks
California
$54.6M +$2.77M +39,920 +5%
IB
145
Intrust Bank
Kansas
$53.5M +$2.14M +30,839 +4%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$53.5M +$4.89M +70,283 +10%
BOH
147
Bank of Hawaii
Hawaii
$52.7M +$1.99M +28,573 +4%
LI
148
LVZ Inc
Michigan
$52.7M +$3.84M +55,189 +8%
ECG
149
Edge Capital Group
Georgia
$52M +$31.3M +450,627 +151%
WA
150
Wilshire Advisors
California
$50.8M -$484K -6,965 -0.9%
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