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iShares Core MSCI EAFE ETF

1,411 hedge funds and large institutions have $63.1B invested in iShares Core MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 585 increasing their positions, 582 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $9.27M | Put options by funds: $3.3M

1% more repeat investments, than reductions

Existing positions increased: 585 | Existing positions reduced: 582

0.8% less ownership

Funds ownership: 83.65%82.85% (-0.8%)

3% less funds holding

Funds holding: 1,4581,411 (-47)

9% less funds holding in top 10

Funds holding in top 10: 299271 (-28)

10% less capital invested

Capital invested by funds: $70.2B → $63.1B (-$7.12B)

20% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 106

Holders
1,411
Holders Change
-47
Holders Change %
-3.22%
% of All Funds
24.31%
Holding in Top 10
271
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-9.36%
% of All Funds
4.67%
New
85
Increased
585
Reduced
582
Closed
106
Calls
$9.27M
Puts
$3.3M
Net Calls
+$5.97M
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Stratos Wealth Partners
Ohio
$20.1M +$962K +16,360 +4%
RIM
227
Rockbridge Investment Management
New York
$20.1M +$1.72M +29,187 +8%
WT
228
Whittier Trust
California
$20.1M -$748K -12,727 -3%
Cetera Investment Advisers
229
Cetera Investment Advisers
Illinois
$20M +$1.09M +18,554 +5%
PA
230
Probity Advisors
Texas
$19.5M -$174K -2,960 -0.8%
Thrivent Financial for Lutherans
231
Thrivent Financial for Lutherans
Minnesota
$19.2M -$8.86M -150,726 -29%
WTC
232
WhitTier Trust Company
Nevada
$19.1M +$1.33M +22,564 +7%
VFIC
233
Valley Forge Investment Consultants
Pennsylvania
$19M -$2.26M -38,458 -10%
BPA
234
Beacon Pointe Advisors
California
$18.7M -$688K -11,700 -3%
American Century Companies
235
American Century Companies
Missouri
$18.7M +$4.85M +82,500 +30%
OCG
236
Opus Capital Group
Ohio
$18.7M +$528K +8,974 +3%
Brown Advisory
237
Brown Advisory
Maryland
$18.6M +$3.62M +61,591 +21%
SHWM
238
Smith & Howard Wealth Management
Georgia
$18.2M +$2.81M +47,759 +16%
RWG
239
Ratio Wealth Group
Colorado
$18.1M +$2M +33,978 +11%
CSIA
240
Conrad Siegel Investment Advisors
Pennsylvania
$18.1M +$543K +9,233 +3%
Fisher Asset Management
241
Fisher Asset Management
Washington
$17.9M +$18.5M +314,380 +1,238%
DT
242
Daniels + Tansey
Delaware
$17.9M -$1.31M -22,331 -6%
FLA
243
Financial Life Advisors
Texas
$17.8M -$3M -51,024 -13%
GLLW
244
Graves Light Lenhart Wealth
Virginia
$17.8M +$5.22M +88,701 +36%
NFP
245
NorthLanding Financial Partners
New York
$17.6M +$19.6M +333,870 New
RCG
246
Rock Creek Group
District of Columbia
$17.6M
IAIM
247
Industrial Alliance Investment Management
Quebec, Canada
$17.5M +$202K +3,431 +1%
CWM
248
Congress Wealth Management
Massachusetts
$17.5M -$1.44M -24,548 -7%
BBA
249
BLB&B Advisors
Pennsylvania
$17.3M +$3.11M +52,848 +19%
BWP
250
BSW Wealth Partners
Colorado
$17.3M +$883K +15,023 +5%

IEFA Hedge Fund Activity: Q3 2022 in Review

1,411 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2022, worth a combined $63.1B — down 10% from $70.2B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of IEFA and 85 opened new positions — a net loss of 21 holders — while 582 trimmed existing stakes and 585 added.

The largest buyer was Goldman Sachs, adding an estimated $747M. The largest seller was Bank of America, cutting an estimated $825M.

  • 1,411 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2022, down from 1,458 in Q2 2022.
  • Funds reported $63.1B of iShares Core MSCI EAFE ETF stock for Q3 2022, down 10% quarter-over-quarter.
  • 85 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2022 and 106 closed out, a net change of -21 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q3 2022 was Goldman Sachs, an estimated $747M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q3 2022 was Bank of America, an estimated $825M sold.

Based on aggregated 13F filings for Q3 2022.