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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
SRC
376
Sage Rhino Capital
California
$8.65M -$2.05M -34,866 -18%
ISWM
377
Independent Solutions Wealth Management
New York
$8.65M -$70.9K -1,206 -0.7%
HF
378
Halpern Financial
Virginia
$8.59M +$506K +8,599 +6%
CA
379
Cetera Advisors
Colorado
$8.56M -$2.71M -46,069 -22%
Prudential Financial
380
Prudential Financial
New Jersey
$8.51M -$849K -14,431 -8%
CGA
381
Crescent Grove Advisors
Illinois
$8.4M -$1.57M -26,702 -14%
AFC
382
Adaptive Financial Consulting
Ohio
$8.36M +$496K +8,439 +6%
BFPW
383
BOK Financial Private Wealth
Colorado
$8.34M +$2.38M +40,414 +34%
SFO
384
Stokes Family Office
Louisiana
$8.25M -$38.8K -660 -0.4%
VC
385
Veery Capital
Delaware
$8.25M +$195K +3,312 +2%
CL
386
Choreo LLC
Illinois
$8.23M +$4.72M +80,229 +105%
CI
387
Conning Inc
Connecticut
$8.17M
SGI
388
Summit Global Investments
Utah
$8.12M +$316K +5,380 +4%
HCA
389
Harbour Capital Advisors
Virginia
$8.11M -$105K -1,791 -1%
LRWA
390
Long Run Wealth Advisors
New York
$8.11M +$640K +10,884 +8%
FWI
391
Facet Wealth Inc
Maryland
$8.07M -$612K -10,414 -7%
NEAM
392
New England Asset Management
Connecticut
$8.06M
SWP
393
Summit Wealth Partners
Florida
$8.03M -$86.1K -1,465 -1%
GG
394
Gofen & Glossberg
Illinois
$7.99M -$92.8K -1,578 -1%
SPC
395
Sigma Planning Corp
Michigan
$7.97M -$428K -7,276 -5%
PP
396
PDS Planning
Ohio
$7.92M +$1.52M +25,832 +21%
AL
397
Aspiriant LLC
California
$7.75M +$369K +6,267 +4%
IIC
398
Integrated Investment Consultants
Michigan
$7.72M -$856K -14,566 -9%
CAI
399
Capital Advisors Inc
Oklahoma
$7.71M -$166K -2,819 -2%
NB
400
NBT Bank
New York
$7.69M +$329K +5,595 +4%

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.