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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
CWAF
301
Core Wealth Advisors (Florida)
Florida
$13M +$1.09M +18,577 +8%
DL
302
DOHJ LLC
Washington
$12.9M -$1.15M -19,629 -7%
BB
303
Berkshire Bank
Massachusetts
$12.8M +$1.05M +17,934 +8%
AWM
304
Apollon Wealth Management
South Carolina
$12.6M -$787K -13,376 -5%
WT
305
Washington Trust
Rhode Island
$12.4M +$663K +11,269 +5%
DC
306
Davenport & Co
Virginia
$12.4M +$792K +13,470 +6%
KFAA
307
Klaas Financial Asset Advisors
Illinois
$12.4M +$215K +3,655 +2%
TCM
308
Towercrest Capital Management
Pennsylvania
$12.2M +$1.24M +21,094 +10%
AA
309
Argent Advisors
Louisiana
$12.2M +$4.41M +75,000 +48%
CB
310
Commerce Bank
Missouri
$12.1M +$271K +4,601 +2%
MWM
311
Marion Wealth Management
Pennsylvania
$12.1M +$13.5M +229,030 New
PGA
312
Portland Global Advisors
Maine
$12.1M +$809K +13,761 +6%
IAN
313
Integrated Advisors Network
Texas
$12M +$8.49M +144,401 +173%
GRP
314
Global Retirement Partners
California
$11.8M +$549K +9,344 +5%
SIA
315
Sovereign Investment Advisors
Arizona
$11.8M
PWA
316
Physician Wealth Advisors
Utah
$11.7M -$1.76M -29,918 -12%
Acadian Asset Management
317
Acadian Asset Management
Massachusetts
$11.6M +$8.68M +147,659 +204%
WA
318
WBH Advisory
Maryland
$11.6M +$4.87M +82,745 +61%
SQA
319
Simon Quick Advisors
New Jersey
$11.5M +$1.13M +19,273 +10%
RCA
320
Resonant Capital Advisors
Wisconsin
$11.4M -$218K -3,702 -2%
HCMT
321
Highland Capital Management (Tennessee)
Tennessee
$11.4M -$256K -4,356 -2%
FFW
322
Fusion Family Wealth
New York
$11.4M +$984K +16,731 +12%
First Trust Advisors
323
First Trust Advisors
Illinois
$11.3M +$996K +16,936 +9%
FCA
324
FinTrust Capital Advisors
South Carolina
$11.2M +$1.32M +22,504 +12%
FCI
325
Financial Counselors Inc
Kansas
$11.2M +$186K +3,155 +2%

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.