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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 %
FFA
201
Fragasso Financial Advisors
Pennsylvania
$32.9M +$1.85M +26,583 +6%
NA
202
NewEdge Advisors
Louisiana
$32.9M -$301K -4,327 -0.9%
5L
203
55I LLC
Massachusetts
$32.7M +$8.41M +121,000 +35%
IFAM
204
Institutional & Family Asset Management
Colorado
$32.3M +$159K +2,287 +0.5%
CFO
205
Colony Family Offices
North Carolina
$32.1M -$714K -10,271 -2%
IAA
206
Ironsides Asset Advisors
North Carolina
$32M -$4.93M -70,980 -13%
SWA
207
Strategies Wealth Advisors
Michigan
$31.7M +$6.15M +88,412 +24%
RCG
208
Rock Creek Group
District of Columbia
$31.1M – – –
MA
209
MUFG Americas
New York
$30.3M +$1.81M +26,005 +6%
NQWM
210
Northwest Quadrant Wealth Management
Oregon
$30.2M +$467K +6,624 +2%
SPIA
211
Steward Partners Investment Advisory
New York
$29.7M -$191K -2,753 -0.6%
MWM
212
MTC Wealth Management
Florida
$28.9M +$7.46M +107,339 +35%
William Blair & Company
213
William Blair & Company
Illinois
$28.8M +$6.84M +98,454 +31%
OWM
214
Olympus Wealth Management
Utah
$28.8M +$24.7M +355,179 +604%
DIP
215
DT Investment Partners
Pennsylvania
$28.4M +$1.17M +16,849 +4%
BPA
216
Beacon Pointe Advisors
California
$28.4M +$15.1M +216,621 +113%
BWM
217
BerganKDV Wealth Management
Minnesota
$28.3M +$3.2M +46,091 +13%
GWM
218
GDS Wealth Management
Texas
$28.2M +$1.78M +26,323 +7%
Brown Advisory
219
Brown Advisory
Maryland
$28.1M -$6.14M -88,274 -18%
IA
220
IndexIQ Advisors
New York
$27.9M +$24.3M +349,411 +675%
VFIC
221
Valley Forge Investment Consultants
Pennsylvania
$27.7M +$2.77M +39,889 +11%
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$27.6M +$748K +10,764 +3%
MMA
223
Miracle Mile Advisors
California
$27.6M -$2.22M -31,914 -7%
TOTSC
224
Trustees of the Smith College
Massachusetts
$27.6M +$27.6M +396,412 New
CWM
225
Congress Wealth Management
Massachusetts
$27.1M +$726K +10,443 +3%
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