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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 %
SAS
176
Sage Advisory Services
Texas
$40.3M +$842K +12,116 +2%
WSTAM
177
Wilbanks Smith & Thomas Asset Management
Virginia
$40.1M +$15.5M +237,571 +63%
BA
178
Bridgewater Associates
Connecticut
$40M -$3.63M -52,163 -8%
SAM
179
Simplify Asset Management
Nevada
$40M +$40M +575,237 New
CB
180
Community Bank
New York
$39.4M -$693K -9,973 -2%
TFO
181
Tarbox Family Office
California
$39M -$2.54M -36,517 -6%
W
182
Wealthquest
Ohio
$38M – – –
AI
183
Atria Investments
North Carolina
$38M +$11.2M +161,278 +42%
TLFA
184
True Link Financial Advisors
California
$37.8M +$8.05M +115,764 +27%
LNB
185
Ledyard National Bank
$36.7M +$2.28M +32,751 +7%
AWA
186
Alaska Wealth Advisors
Alaska
$36.6M +$95.7K +1,377 +0.3%
CFG
187
Compton Financial Group
Maryland
$36.4M -$3.17M -45,571 -8%
MPW
188
MA Private Wealth
California
$35.4M -$14M -200,801 -28%
CWM
189
Cranbrook Wealth Management
Michigan
$35.1M +$3.18M +45,796 +10%
AC
190
Allstate Corporation
Illinois
$34.6M -$2.16M -31,006 -6%
ANTB
191
AMG National Trust Bank
Colorado
$34.5M +$248K +3,561 +0.7%
NYLIM
192
New York Life Investment Management
New York
$34.4M +$1.97M +28,325 +6%
State of Wisconsin Investment Board
193
State of Wisconsin Investment Board
Wisconsin
$34.2M -$7.06M -101,600 -17%
AGA
194
Arkos Global Advisors
Texas
$33.8M +$7.05M +101,464 +26%
HPWM
195
Highland Private Wealth Management
Washington
$33.8M -$133K -1,909 -0.4%
MW
196
Marcum Wealth
Ohio
$33.5M +$166K +2,383 +0.5%
TWM
197
Tanglewood Wealth Management
Texas
$33.4M +$31.3M +449,917 +1,464%
WA
198
Waddell & Associates
Tennessee
$33.3M +$1.49M +21,380 +5%
SIAM
199
Sterling Investment Advisors (Missouri)
Missouri
$33.3M +$1.21M +17,337 +4%
MA
200
MCF Advisors
Kentucky
$33.1M +$33.1M +475,791 New
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