We are live on ! Find out more
EFA icon

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
IUHSA
76
Itau Unibanco Holding S.A.
Brazil
$44.8M +$8.8M +141,173 +21%
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$43.8M -$5.4M -86,707 -10%
William Blair & Company
78
William Blair & Company
Illinois
$43.6M -$3.79M -60,786 -7%
Deutsche Bank
79
Deutsche Bank
Germany
$43.2M -$8.88M -142,493 -16%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$42.4M -$8.44M -135,396 -15%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$42.4M -$169K -2,713 -0.4%
CAM
82
Cresset Asset Management
Illinois
$41.8M -$1.89M -30,298 -4%
CS
83
Credit Suisse
Switzerland
$41.5M -$869K -13,936 -2%
HNB
84
Huntington National Bank
Ohio
$39.5M
CWM
85
Congress Wealth Management
Massachusetts
$39.1M -$2.84M -45,616 -6%
Osaic Holdings
86
Osaic Holdings
Arizona
$38.4M +$1.14M +18,224 +3%
NW
87
NewEdge Wealth
Pennsylvania
$38M +$1.08M +17,408 +3%
HW
88
Hancock Whitney
Mississippi
$38M +$10.4M +166,653 +33%
Citigroup
89
Citigroup
New York
$37.4M +$18.7M +300,210 +82%
AF
90
Allworth Financial
California
$37.1M +$1.08M +17,349 +3%
WF
91
WoodTrust Financial
Wisconsin
$36.6M +$2.45M +39,359 +6%
CFG
92
Citizens Financial Group
Rhode Island
$36.3M -$4.11M -65,988 -9%
SF
93
Synovus Financial
Georgia
$36.1M +$367K +5,882 +0.9%
MWM
94
Modera Wealth Management
New Jersey
$36M -$13M -208,679 -24%
HP
95
HT Partners
Connecticut
$35.5M -$17.3K -277 -0%
WSTAM
96
Wilbanks Smith & Thomas Asset Management
Virginia
$34.9M +$1.03M +16,494 +3%
VA
97
Valmark Advisers
Ohio
$34.7M +$1.1M +17,583 +3%
Bank of Nova Scotia
98
Bank of Nova Scotia
Ontario, Canada
$34.4M -$21.8M -350,111 -36%
FEG
99
Fund Evaluation Group
Ohio
$34.3M +$25.1M +403,010 +192%
MML Investors Services
100
MML Investors Services
Massachusetts
$34.1M -$5.34M -85,750 -12%

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.