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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
CC
1651
Cypress Capital
Tennessee
-$277K -4,430 Closed
FA
1652
FC Advisory
Pennsylvania
-$271K -4,341 Closed
OMC
1653
Overbrook Management Corp
New York
-$271K -4,337 Closed
EP
1654
Eudaimonia Partners
Tennessee
-$267K -4,265 Closed
MWP
1655
Madison Wealth Partners
Wisconsin
-$261K -4,178 Closed
EP
1656
Edgestream Partners
New Jersey
-$260K -4,154 Closed
PCM
1657
Prelude Capital Management
New York
-$256K -4,113 Closed
CSIC
1658
Clifford Swan Investment Counsel
California
-$255K -4,083 Closed
ULWM
1659
Upper Left Wealth Management
Florida
-$254K -4,068 Closed
BAS
1660
Brown Advisory Securities
Maryland
-$251K -4,015 Closed
SFP
1661
Strategic Financial Partners
Oregon
-$245K -3,917 Closed
CAMG
1662
CWA Asset Management Group
Florida
-$243K -3,891 Closed
CRWM
1663
Castle Rock Wealth Management
California
-$240K -3,850 Closed
LSA
1664
Lion Street Advisors
Texas
-$302K -3,731 Closed
TBNY
1665
Trustco Bank (New York)
New York
-$233K -3,729 Closed
BWA
1666
Bordeaux Wealth Advisors
California
-$230K -3,680 Closed
PT
1667
Plimoth Trust
Massachusetts
-$230K -3,673 Closed
PS
1668
Portfolio Solutions
Michigan
-$228K -3,650 Closed
GLA
1669
Good Life Advisors
Pennsylvania
-$224K -3,589 Closed
SAS
1670
Sanford Advisory Services
Michigan
-$224K -3,588 Closed
FNFDCM
1671
Folger Nolan Fleming Douglas Capital Management
District of Columbia
-$223K -3,575 Closed
AIC
1672
Argus Investors Counsel
New York
-$223K -3,571 Closed
WWA
1673
WCG Wealth Advisors
Nevada
-$221K -3,542 Closed
RW
1674
REDW Wealth
New Mexico
-$221K -3,539 Closed
HIG
1675
Heritage Investment Group
Florida
-$220K -3,522 Closed

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.