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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 %
DS
1526
DRW Securities
Illinois
– -$5.98M -80,046 Closed
BHWA
1527
Beacon Harbor Wealth Advisors
Virginia
– -$5.66M -75,867 Closed
IOOF
1528
Independent Order of Foresters
Ontario, Canada
– -$4.86M -65,076 Closed
FTS
1529
Fifth Third Securities
Ohio
– -$4.55M -60,838 Closed
PWAG
1530
Polaris Wealth Advisory Group
California
– -$3.52M -47,175 Closed
CWA
1531
Consilio Wealth Advisors
Washington
– -$2.87M -38,600 Closed
TI
1532
Trexquant Investment
Connecticut
– -$1.71M -22,873 Closed
CHP
1533
Cable Hill Partners
Oregon
– -$1.2M -16,045 Closed
PAMG
1534
Patton Albertson Miller Group
Tennessee
– -$1.12M -15,053 Closed
CS
1535
Capital Square
Tennessee
– -$1.03M -13,691 Closed
IFG
1536
Investors Financial Group
Minnesota
– -$910K -12,186 Closed
FFP
1537
Forbes Financial Planning
Rhode Island
– -$845K -11,359 Closed
AWM
1538
Avaii Wealth Management
Wisconsin
– -$789K -10,573 Closed
Kovitz Investment Group Partners
1539
Kovitz Investment Group Partners
Illinois
– -$658K -9,529 Closed
BAM
1540
Barrett Asset Management
New York
– -$674K -9,034 Closed
CP
1541
Cumberland Partners
Ontario, Canada
– -$644K -8,632 Closed
SIM
1542
Sadoff Investment Management
Wisconsin
– -$642K -8,598 Closed
ARC
1543
Advisor Resource Council
Texas
– -$626K -8,395 Closed
BWM
1544
BlackDiamond Wealth Management
New York
– -$544K -7,282 Closed
BFO
1545
Boston Family Office
Massachusetts
– -$508K -6,805 Closed
MFW
1546
Meristem Family Wealth
Minnesota
– -$456K -6,103 Closed
TAM
1547
Tocqueville Asset Management
New York
– -$412K -5,523 Closed
BPFA
1548
Barnes Pettey Financial Advisors
Mississippi
– -$358K -4,790 Closed
CAMV
1549
Concord Asset Management (Virginia)
Virginia
– -$352K -4,717 Closed
DE
1550
Day & Ennis
Georgia
– -$339K -4,543 Closed
60 61
62
63 64