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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
$1.91B
2
CPCM
Cornerstone Partners Capital Management
Virginia
$234M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.93B
4
AWA
Aaron Wealth Advisors
Illinois
$220M
5
BBHC
Brown Brothers Harriman & Co
New York
$209M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$25.6M
2
HVM
Harvest Volatility Management
Connecticut
$0
3
PP
Passaic Partners
New Jersey
$176M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$9.99M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$330K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$17B +$116M +1,668,645 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$4.82B +$117M +1,690,298 +2%
TF
3
TIAA FSB
Florida
$4.49B +$102M +1,468,701 +2%
BlackRock
4
BlackRock
New York
$3.29B +$20.2M +290,163 +0.6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.93B +$216M +3,106,951 +8%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$2.53B +$66M +947,617 +3%
RJA
7
Raymond James & Associates
Florida
$2.43B +$75.9M +1,091,969 +3%
LPL Financial
8
LPL Financial
California
$1.91B +$295M +4,238,245 +18%
US Bancorp
9
US Bancorp
Minnesota
$1.63B +$164M +2,358,088 +11%
UBS Group
10
UBS Group
Switzerland
$1.59B +$89.6M +1,288,333 +6%
Wells Fargo
11
Wells Fargo
California
$1.51B +$77.3M +1,112,578 +5%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$1.41B +$23.7M +340,759 +2%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$1.22B -$2.59M -37,204 -0.2%
M&T Bank
14
M&T Bank
New York
$1.01B +$77M +1,108,262 +8%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$1.01B +$30M +431,647 +3%
NA
16
NextCapital Advisers
Illinois
$910M +$47.5M +671,788 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$908M +$12.5M +179,594 +1%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$875M -$66.5M -957,262 -7%
Goldman Sachs
19
Goldman Sachs
New York
$843M +$42.9M +617,504 +5%
USAA
20
United Services Automobile Association
Texas
$759M -$373K -5,361 -0%
Betterment LLC
21
Betterment LLC
New York
$681M +$147M +2,107,835 +27%
Stifel Financial
22
Stifel Financial
Missouri
$663M +$45.3M +651,596 +7%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$660M – – –
UCFA
24
United Capital Financial Advisors
Texas
$638M +$25.2M +363,164 +4%
NMIMC
25
Northwestern Mutual Investment Management Company
Wisconsin
$628M +$14.4M +207,200 +2%
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