IEFA icon

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 %
MCM
1551
Morton Capital Management
California
– -$333K -4,459 Closed
ACM
1552
Advisors Capital Management
New Jersey
– -$327K -4,382 Closed
DF
1553
Donoghue Forlines
Massachusetts
– -$302K -4,044 Closed
LA
1554
Legacy Advisors
Pennsylvania
– -$285K -3,810 Closed
QC
1555
QCM Cayman
Texas
– -$281K -3,771 Closed
CSWM
1556
Cassady Schiller Wealth Management
Ohio
– -$274K -3,673 Closed
MA
1557
MKT Advisors
California
– -$255K -3,600 Closed
Jane Street
1558
Jane Street
New York
– -$262K -3,505 Closed
SEEDPG
1559
S.E.E.D. Planning Group
New York
– -$261K -3,502 Closed
OWA
1560
Octavia Wealth Advisors
Ohio
– -$260K -3,483 Closed
AWP
1561
Abacus Wealth Partners
California
– -$250K -3,355 Closed
BIA
1562
Barry Investment Advisors
Massachusetts
– -$228K -3,049 Closed
IWS
1563
Insight Wealth Strategies
California
– -$221K -2,959 Closed
TCM
1564
Traynor Capital Management
Pennsylvania
– -$216K -2,900 Closed
FFM
1565
Forum Financial Management
Illinois
– -$215K -2,882 Closed
SWIM
1566
Smallwood Wealth Investment Management
New Jersey
– -$214K -2,871 Closed
PIFP
1567
Partners in Financial Planning
Virginia
– -$203K -2,843 Closed
FCFC
1568
First Commonwealth Financial Corp
Pennsylvania
– -$211K -2,829 Closed
PNC
1569
Park National Corp
Ohio
– -$211K -2,823 Closed
AWA
1570
Arkadios Wealth Advisors
Georgia
– -$209K -2,802 Closed
CSIC
1571
Clifford Swan Investment Counsel
California
– -$207K -2,770 Closed
IWA
1572
Inspirion Wealth Advisors
Illinois
– -$204K -2,733 Closed
CNB
1573
Camden National Bank
Maine
– -$203K -2,722 Closed
SEP
1574
Southland Equity Partners
Missouri
– -$203K -2,718 Closed
BHWM
1575
Bar Harbor Wealth Management
New Hampshire
– -$203K -2,715 Closed
61 62
63
64 65