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iShares MSCI EAFE ETF

1,587 hedge funds and large institutions have $33.5B invested in iShares MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 468 increasing their positions, 733 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.6% more ownership

Funds ownership: 79.67%80.26% (+0.6%)

5% less funds holding

Funds holding: 1,6761,587 (-89)

6% less capital invested

Capital invested by funds: $35.9B → $33.5B (-$2.31B)

14% less funds holding in top 10

Funds holding in top 10: 146126 (-20)

36% less repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 733

49% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 134

60% less call options, than puts

Call options by funds: $2.62B | Put options by funds: $6.52B

Holders
1,587
Holders Change
-89
Holders Change %
-5.31%
% of All Funds
27.33%
Holding in Top 10
126
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-13.7%
% of All Funds
2.17%
New
69
Increased
468
Reduced
733
Closed
134
Calls
$2.62B
Puts
$6.52B
Net Calls
-$3.9B
Net Calls Change
+$331M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
426
Moller Wealth Partners
$3.93M +$97.4K +1,563 +2%
IIM
427
Ironwood Investment Management
Massachusetts
$3.92M +$617K +9,906 +16%
4FG
428
4Thought Financial Group
New York
$3.91M +$346K +5,548 +9%
GLLW
429
Graves Light Lenhart Wealth
Virginia
$3.89M -$221K -3,538 -5%
AWA
430
Aaron Wealth Advisors
Illinois
$3.89M -$40K -641 -0.9%
Verition Fund Management
431
Verition Fund Management
Connecticut
$3.89M +$3.74M +59,964 +637%
IAN
432
Integrated Advisors Network
Texas
$3.82M +$88K +1,412 +2%
GBT
433
Grove Bank & Trust
Florida
$3.8M -$50.4K -808 -1%
CPIG
434
Chicago Partners Investment Group
Illinois
$3.79M -$509K -8,162 -12%
SSWM
435
Smith Salley Wealth Management
North Carolina
$3.79M +$128K +2,059 +3%
ATFA
436
All Terrain Financial Advisors
Minnesota
$3.78M -$225K -3,612 -5%
AWM
437
AE Wealth Management
Kansas
$3.77M +$787K +12,626 +23%
CCA
438
Checchi Capital Advisers
California
$3.77M -$11.1M -178,129 -73%
FMTC
439
Farmers & Merchants Trust Company
California
$3.76M -$681K -10,923 -14%
CIS
440
Connors Investor Services
Pennsylvania
$3.75M -$21.5K -345 -0.5%
RWB
441
RMR Wealth Builders
New Jersey
$3.74M +$31.5K +506 +0.8%
FF
442
Fluent Financial
Texas
$3.73M -$19K -305 -0.5%
NC
443
NewSquare Capital
Pennsylvania
$3.73M +$54K +866 +1%
SLF
444
Sun Life Financial
Ontario, Canada
$3.71M +$722K +11,580 +21%
LFG
445
Leverty Financial Group
Wisconsin
$3.69M -$16.6K -267 -0.4%
CLG
446
Cooperman Leon G
$3.68M
NB
447
NBT Bank
New York
$3.68M +$97.5K +1,564 +2%
CHC
448
City Holding Co
West Virginia
$3.67M -$61.4K -985 -1%
SSB
449
Sandy Spring Bank
Maryland
$3.66M +$29.2K +469 +0.7%
CGFA
450
Colton Groome Financial Advisors
North Carolina
$3.65M +$559K +8,969 +16%

EFA Hedge Fund Activity: Q3 2022 in Review

1,587 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2022, worth a combined $33.5B — down 6.4% from $35.9B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of EFA and 69 opened new positions — a net loss of 65 holders — while 733 trimmed existing stakes and 468 added.

The largest buyer was Causeway Capital Management, adding an estimated $265M. The largest seller was JP Morgan Chase, cutting an estimated $569M.

  • 1,587 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2022, down from 1,676 in Q2 2022.
  • Funds reported $33.5B of iShares MSCI EAFE ETF stock for Q3 2022, down 6.4% quarter-over-quarter.
  • 69 funds opened new iShares MSCI EAFE ETF positions in Q3 2022 and 134 closed out, a net change of -65 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2022 was Causeway Capital Management, an estimated $265M added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2022 was JP Morgan Chase, an estimated $569M sold.

Based on aggregated 13F filings for Q3 2022.