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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
FSG
1676
Financial Strategies Group
Michigan
-$218K -3,487 Closed
LSPW
1677
Lake Street Private Wealth
Illinois
-$218K -3,485 Closed
RHBC
1678
R.H. Bluestein & Co
Michigan
-$218K -3,485 Closed
KA
1679
Kovack Advisors
Florida
-$217K -3,481 Closed
SPWM
1680
Schrum Private Wealth Management
Florida
-$217K -3,474 Closed
RC
1681
Rovin Capital
Arizona
-$216K -3,457 Closed
GIA
1682
Guyasuta Investment Advisors
Pennsylvania
-$216K -3,456 Closed
WA
1683
Wealthstream Advisors
New York
-$215K -3,442 Closed
PP
1684
Patten & Patten
Tennessee
-$214K -3,431 Closed
GIM
1685
Greylin Investment Management
Virginia
-$213K -3,412 Closed
GWCM
1686
Godshalk Welsh Capital Management
Pennsylvania
-$212K -3,400 Closed
KFGK
1687
Keystone Financial Group (Kentucky)
Kentucky
-$212K -3,400 Closed
IPW
1688
Inlet Private Wealth
Florida
-$212K -3,390 Closed
PCWA
1689
Pacific Capital Wealth Advisors
California
-$208K -3,332 Closed
ACA
1690
Affinity Capital Advisors
California
-$202K -3,239 Closed
IP
1691
Intellectus Partners
California
-$202K -3,233 Closed
SS
1692
Simplicity Solutions
Minnesota
-$202K -3,230 Closed
TFCP
1693
Twin Focus Capital Partners
Massachusetts
-$201K -3,223 Closed
YWP
1694
YorkBridge Wealth Partners
New York
-$201K -3,214 Closed
PBF
1695
Petix & Botte Financial
California
-$201K -3,212 Closed
VCM
1696
Vigilant Capital Management
Maine
-$192K -3,066 Closed
SIS
1697
Sound Income Strategies
Florida
-$169K -2,707 Closed
Walleye Trading
1698
Walleye Trading
New York
-$157K -2,520 Closed
BMD
1699
Better Money Decisions
New Mexico
-$129K -2,060 Closed
NOI
1700
Newton One Investments
Delaware
-$122K -1,953 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.