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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
SCA
401
Southern Capital Advisors
Tennessee
$7.69M +$294K +4,999 +4%
JWA
402
JFS Wealth Advisors
Pennsylvania
$7.65M +$939K +15,965 +12%
MWA
403
Motive Wealth Advisors
Michigan
$7.64M +$2.39M +40,703 +39%
MCC
404
Money Concepts Capital
Florida
$7.62M +$216K +3,668 +3%
ABC
405
Associated Banc-Corp
Wisconsin
$7.57M +$278K +4,734 +3%
RDFA
406
Ritter Daniher Financial Advisory
Ohio
$7.53M +$175K +2,982 +2%
WFAG
407
Wescott Financial Advisory Group
Pennsylvania
$7.51M +$375K +6,370 +5%
CWM
408
Concentric Wealth Management
California
$7.49M +$143K +2,428 +2%
NCM
409
Neumann Capital Management
California
$7.49M +$2.48M +42,135 +42%
SPP
410
Single Point Partners
Massachusetts
$7.45M -$153K -2,594 -2%
CG
411
Colony Group
Massachusetts
$7.43M -$623K -10,592 -7%
IC
412
IEQ Capital
California
$7.43M +$1.01M +17,170 +14%
SIM
413
Strategic Investment Management
Virginia
$7.4M -$5.07M -86,220 -39%
MPCG
414
Matrix Private Capital Group
New York
$7.33M +$228K +3,885 +3%
CCB
415
Country Club Bank
Missouri
$7.32M +$745K +12,674 +10%
TDWM
416
Topel & Distasi Wealth Management
California
$7.24M -$3.29M -55,975 -32%
ES
417
Eagle Strategies
New York
$7.19M -$207K -3,516 -3%
SF
418
Symphony Financial
Texas
$7.11M -$7.96M -135,341 -50%
LCC
419
Lincoln Capital Corp
Rhode Island
$7.11M -$945K -16,067 -11%
SCA
420
Snowden Capital Advisors
New York
$7.1M -$244K -4,157 -3%
MWP
421
MYCIO Wealth Partners
Pennsylvania
$7.06M -$3.74M -63,650 -32%
AIA
422
Alera Investment Advisors
Illinois
$7.05M -$163K -2,780 -2%
GIA
423
Gladstone Institutional Advisory
Florida
$6.89M +$186K +3,158 +2%
ATC
424
Argent Trust Co
Tennessee
$6.88M -$750K -12,748 -9%
KCM
425
Karp Capital Management
California
$6.88M -$2.29M -38,966 -23%

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.