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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
TA
501
Tectonic Advisors
Texas
$4.77M
AL
502
ADE LLC
Maryland
$4.77M -$9.23K -157 -0.2%
OFG
503
Omega Financial Group
California
$4.77M +$714K +12,141 +15%
ML
504
McAdam LLC
Pennsylvania
$4.77M +$1.23M +20,880 +30%
PFM
505
Parsec Financial Management
North Carolina
$4.75M +$2.17M +36,946 +69%
AFS
506
Amtrust Financial Services
New York
$4.74M
MFC
507
Morris Financial Concepts
South Carolina
$4.74M +$4.47M +76,098 +547%
PFPT
508
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.72M -$977K -16,612 -16%
COPPSERS
509
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.7M -$8.06M -137,000 -61%
PCA
510
Providence Capital Advisors
North Carolina
$4.64M -$1.91M -32,401 -27%
AWM
511
Abound Wealth Management
Tennessee
$4.62M +$2.43M +41,354 +89%
GW
512
GW & Wade
Massachusetts
$4.58M -$221K -3,762 -4%
SW
513
SkyOak Wealth
Michigan
$4.55M +$963K +16,375 +23%
BC
514
Brio Consultants
California
$4.53M -$4.73M -80,495 -49%
IF
515
Intrua Financial
Texas
$4.52M -$246K -4,185 -5%
NRW
516
Nova R Wealth
Kansas
$4.52M +$1.89M +32,157 +60%
BOPW
517
Brandywine Oak Private Wealth
Pennsylvania
$4.51M +$3.35M +56,914 +197%
BWM
518
BCS Wealth Management
Tennessee
$4.41M +$4.88K +83 +0.1%
GIA
519
GHP Investment Advisors
Colorado
$4.41M +$3.42M +58,120 +227%
PS
520
Planned Solutions
California
$4.39M +$511K +8,687 +12%
SCA
521
St. Clair Advisors
Ohio
$4.35M -$118K -2,011 -2%
WWM
522
Western Wealth Management
Colorado
$4.32M +$435K +7,398 +10%
EFL
523
ERn Financial LLC
Wisconsin
$4.31M +$1.24M +21,107 +35%
GFS
524
GYL Financial Synergies
Connecticut
$4.31M +$1.32M +22,375 +38%
Natixis Advisors
525
Natixis Advisors
Massachusetts
$4.3M +$1.83M +31,109 +62%

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.