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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
MHR
1451
Matthew Hamilton Rosenberg
$132K +$2.37K +38 +2%
BTI
1452
Blue Trust Inc
Georgia
$131K -$44.8K -718 -26%
ACA
1453
Aptus Capital Advisors
Alabama
$129K +$47.6K +763 +49%
FFA
1454
Founders Financial Alliance
North Carolina
$128K -$1.5K -24 -1%
ASBI
1455
American State Bank (Iowa)
Iowa
$128K
BC
1456
Barrett & Company
Rhode Island
$126K +$120K +1,919 New
PP
1457
PrairieView Partners
Minnesota
$124K
NL
1458
NVWM LLC
Pennsylvania
$122K +$2.93K +47 +2%
MIFH
1459
Migdal Insurance & Financial Holdings
Israel
$119K
KOCAA
1460
Knights of Columbus Asset Advisors
Connecticut
$119K +$10.5K +168 +9%
RWML
1461
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$116K
FFC
1462
First Financial Corp
Indiana
$113K +$5.24K +84 +4%
FCT
1463
First Community Trust
Iowa
$112K
BWP
1464
Baldwin Wealth Partners
Massachusetts
$110K -$43.4K -696 -26%
WPA
1465
West Paces Advisors
Georgia
$110K +$12.5K +200 +11%
CFO
1466
CVA Family Office
Colorado
$109K
CF
1467
Centaurus Financial
California
$109K +$122K +1,950 New
ZB
1468
Zions Bancorporation
Utah
$107K -$952K -15,280 -89%
NG
1469
NWK Group
California
$107K -$9.22K -148 -7%
MCC
1470
Money Concepts Capital
Florida
$105K -$24.1K -386 -17%
PA
1471
PSI Advisors
Florida
$104K -$40.5K -650 -26%
WL
1472
WIT LLC
District of Columbia
$102K -$1.99K -32 -2%
SSC
1473
Syverson Strege & Co
Iowa
$102K
CC
1474
Corsicana & Co
Texas
$101K
MIM
1475
MTM Investment Management
South Carolina
$97K

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.