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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
BSWA
1351
Bromfield Sneider Wealth Advisors
Massachusetts
$249K
PWA
1352
Pillar Wealth Advisors
Pennsylvania
$249K
AWM
1353
Aprio Wealth Management
Georgia
$249K +$10.6K +170 +4%
SIC
1354
SJS Investment Consulting
Ohio
$249K +$277K +4,449 New
TWM
1355
Tradition Wealth Management
Minnesota
$247K -$8.45M -135,560 -97%
GAMC
1356
Garner Asset Management Corp
Texas
$247K -$191K -3,064 -41%
FA
1357
Financial Advisors
Massachusetts
$247K
TCM
1358
Traynor Capital Management
Pennsylvania
$247K +$25.8K +414 +10%
FVWA
1359
Foster Victor Wealth Advisors
South Carolina
$246K -$132K -2,120 -33%
AIS
1360
American Investment Services
Massachusetts
$246K -$1.56K -25 -0.6%
HCM
1361
HM Capital Management
Missouri
$246K
BST
1362
Bath Savings Trust
Maine
$242K -$11.5K -185 -4%
CW
1363
Connectus Wealth
Ohio
$242K -$9.85K -158 -4%
BTWM
1364
Baker Tilly Wealth Management
Wisconsin
$241K -$5.61K -90 -2%
CK
1365
Cohen Klingenstein
New York
$241K
LFS
1366
Lutz Financial Services
Nebraska
$241K
WCWM
1367
Willow Creek Wealth Management
California
$241K
RFA
1368
Resurgent Financial Advisors
Georgia
$241K +$48.9K +784 +22%
HNWAG
1369
High Net Worth Advisory Group
Florida
$241K +$209K +3,350 +354%
KAM
1370
KEB Asset Management
Illinois
$241K +$268K +4,305 New
GGS
1371
Galvin Gaustad & Stein
Arizona
$240K -$22.7K -364 -8%
BCP
1372
Berkeley Capital Partners
Georgia
$240K -$62 -1 -0%
SC
1373
Searle & Co
Connecticut
$239K
VIA
1374
Vickerman Investment Advisors
Washington
$238K -$43.8K -702 -14%
CCA
1375
Column Capital Advisors
Indiana
$237K

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.