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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
FCAM
276
First Citizens Asset Management
North Carolina
$14.6M +$16.3M +276,918 New
HCA
277
Heck Capital Advisors
Wisconsin
$14.4M +$8.57M +145,759 +114%
KA
278
Klingman & Associates
New York
$14.3M +$6.74M +114,700 +73%
LFA
279
Legacy Financial Advisors
Kentucky
$14.1M +$1.44M +24,514 +10%
MG
280
McCutchen Group
Washington
$14M -$278K -4,725 -2%
VVP
281
Venture Visionary Partners
Ohio
$14M -$188K -3,205 -1%
NL
282
NWAM LLC
Washington
$14M +$589K +10,015 +4%
SRSA
283
S.R. Schill & Associates
Washington
$13.9M +$742K +12,627 +5%
HW
284
Hancock Whitney
Mississippi
$13.7M +$3.21M +54,598 +26%
MW
285
MBL Wealth
North Carolina
$13.7M +$1.62M +27,471 +12%
William Blair & Company
286
William Blair & Company
Illinois
$13.7M -$9.41M -160,030 -38%
JF
287
JSF Financial
California
$13.6M +$1.9M +32,350 +14%
RWB
288
RMR Wealth Builders
New Jersey
$13.6M +$7.9M +134,335 +108%
SIC
289
Sigma Investment Counselors
Michigan
$13.6M +$917K +15,594 +6%
FWM
290
Fairhaven Wealth Management
Illinois
$13.6M -$71.7K -1,220 -0.5%
HAS
291
Holland Advisory Services
Florida
$13.6M -$205K -3,487 -1%
PCIG
292
Partners Capital Investment Group
Massachusetts
$13.4M +$1.15M +19,561 +8%
VFA
293
Valeo Financial Advisors
Indiana
$13.4M +$3.77M +64,172 +34%
RVPG
294
Relative Value Partners Group
$13.4M -$5.44M -92,574 -27%
SIA
295
Strategic Investment Advisors
Michigan
$13.4M -$278K -4,726 -2%
WPA
296
West Paces Advisors
Georgia
$13.3M +$663K +11,280 +5%
IL
297
Investure LLC
Virginia
$13.3M -$2.08M -35,315 -12%
FMWA
298
Forvis Mazars Wealth Advisors
Missouri
$13.2M -$479K -8,154 -3%
EWA
299
Exencial Wealth Advisors
Oklahoma
$13.2M -$478K -8,136 -3%
IA
300
IFP Advisors
Florida
$13M +$1.18M +20,106 +11%

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.