We are live on ! Find out more
IEFA icon

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
AIA
451
Arbor Investment Advisors
North Carolina
$6.04M +$1.89M +32,068 +39%
WWA
452
WC Walker & Associates
California
$6.02M -$394K -6,699 -6%
SSWM
453
Smith Salley Wealth Management
North Carolina
$6M -$265K -4,512 -4%
WFA
454
Wade Financial Advisory
California
$5.99M +$1.83M +31,150 +38%
CNHF
455
Conrad N. Hilton Foundation
California
$5.96M -$86.1M -1,464,051 -93%
SWA
456
Stratos Wealth Advisors
Ohio
$5.95M +$4.25M +72,314 +178%
HWP
457
Highline Wealth Partners
California
$5.89M +$6.58M +111,853 New
USAA
458
United Services Automobile Association
Texas
$5.88M -$264K -4,483 -4%
SPIA
459
Strategic Point Investment Advisors
Rhode Island
$5.85M +$61.2K +1,040 +0.9%
LF
460
Lee Financial
Texas
$5.84M +$157K +2,666 +2%
SCM
461
SCS Capital Management
Massachusetts
$5.83M -$45M -765,290 -87%
FCIM
462
Fairview Capital Investment Management
California
$5.82M -$1.45M -24,672 -18%
TCA
463
Transcend Capital Advisors
New Jersey
$5.82M -$678K -11,532 -9%
ACP
464
Aveo Capital Partners
Colorado
$5.81M -$165K -2,801 -2%
SF
465
Summit Financial
New Jersey
$5.78M +$245K +4,172 +4%
MWAM
466
Manhattan West Asset Management
California
$5.75M +$1.62M +27,542 +34%
FDCDDQ
467
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.72M +$128K +2,176 +2%
GL
468
Graypoint LLC
New York
$5.64M +$513K +8,731 +9%
RWP
469
RWA Wealth Partners
Massachusetts
$5.6M -$570K -9,701 -8%
BWM
470
Baystate Wealth Management
Massachusetts
$5.58M +$214K +3,634 +4%
CA
471
CSM Advisors
Pennsylvania
$5.54M +$394K +6,707 +7%
RA
472
Riversedge Advisors
Delaware
$5.54M +$6.18M +105,080 New
CIM
473
CIM Investment Management
Pennsylvania
$5.52M +$265K +4,502 +4%
SIM
474
Stratos Investment Management
Ohio
$5.41M -$638K -10,858 -10%
State of Tennessee, Department of Treasury
475
State of Tennessee, Department of Treasury
Tennessee
$5.37M

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.