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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
CA
426
Cambridge Associates
Massachusetts
$6.83M -$566K -9,622 -7%
CFGS
427
Concourse Financial Group Securities
Alabama
$6.78M +$2.09M +35,581 +38%
GWMIA
428
Global Wealth Management Investment Advisory
Florida
$6.78M -$1.03M -17,582 -12%
MPWT
429
MassMutual Private Wealth & Trust
Connecticut
$6.74M +$192K +3,272 +3%
AHC
430
Anderson Hoagland & Co
Missouri
$6.67M +$609K +10,354 +9%
HR
431
Hardy Reed
Mississippi
$6.67M -$191K -3,247 -3%
CS
432
Comerica Securities
Michigan
$6.66M +$351K +5,970 +5%
SHFA
433
SC&H Financial Advisors
Maryland
$6.58M +$1.55M +26,390 +27%
WP
434
WealthShield Partners
North Carolina
$6.54M +$1.58M +26,833 +28%
RWP
435
Revolve Wealth Partners
New Jersey
$6.53M -$29.9K -509 -0.4%
CIBC World Market
436
CIBC World Market
Ontario, Canada
$6.48M +$574K +9,767 +9%
AWM
437
Aprio Wealth Management
Georgia
$6.43M -$1.03M -17,520 -13%
KPWS
438
Kestra Private Wealth Services
Texas
$6.37M +$182K +3,087 +3%
LPP
439
Life Planning Partners
Florida
$6.29M -$327K -5,558 -4%
NEGWA
440
New England Guild Wealth Advisors
Connecticut
$6.28M +$748K +12,722 +12%
KWMG
441
King Wealth Management Group
Florida
$6.26M -$83.7K -1,424 -1%
ICG
442
InterOcean Capital Group
Tennessee
$6.23M +$1M +17,077 +17%
AI
443
ArchPoint Investors
Florida
$6.2M
BG
444
Bahl & Gaynor
Ohio
$6.18M +$211K +3,582 +3%
JHCP
445
Jackson Hole Capital Partners
Oklahoma
$6.17M -$75.3K -1,281 -1%
OIA
446
OneDigital Investment Advisors
Kansas
$6.16M +$5.1M +86,807 +287%
WA
447
Wealthstream Advisors
New York
$6.16M +$43.4K +738 +0.6%
MIA
448
MainStreet Investment Advisors
Illinois
$6.13M
MG
449
Mather Group
Illinois
$6.07M -$1.09M -18,485 -14%
IC
450
Iconiq Capital
California
$6.05M

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.