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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
WDG
551
Wealth Dimensions Group
Ohio
$3.92M -$88.6K -1,507 -2%
APW
552
Acima Private Wealth
Virginia
$3.91M -$4.23K -72 -0.1%
AI
553
Axiom Investors
Connecticut
$3.9M +$2.61M +44,400 +149%
CFC
554
Client First Capital
California
$3.9M -$1.7M -28,931 -28%
JF
555
Jump Financial
Illinois
$3.88M +$3.41M +58,048 +370%
DWT
556
Dorsey & Whitney Trust
South Dakota
$3.83M +$1.92M +32,643 +81%
TWA
557
TPB Wealth Advisors
Texas
$3.83M +$70.4K +1,197 +2%
HI
558
Harbour Investments
Wisconsin
$3.81M
BC
559
Bowman & Company
Wisconsin
$3.8M -$357K -6,064 -8%
MFA
560
Mayflower Financial Advisors
Massachusetts
$3.8M -$941 -16 -0%
RIA
561
Regal Investment Advisors
Michigan
$3.76M +$283K +4,810 +7%
CWM
562
Calamos Wealth Management
Illinois
$3.75M +$603K +10,251 +17%
CIAS
563
CFS Investment Advisory Services
New Jersey
$3.75M +$215M +3,659,182 +4,278%
EA
564
Emerald Advisors
Washington
$3.68M +$203K +3,456 +5%
OPWM
565
Oakwell Private Wealth Management
Texas
$3.67M +$3.26M +55,505 +390%
RBC
566
Roble Belko & Company
Pennsylvania
$3.61M -$86.8K -1,476 -2%
MNBTD
567
Moody National Bank Trust Division
Texas
$3.57M
LNWWM
568
Laird Norton Wetherby Wealth Management
California
$3.54M +$2.2M +37,464 +126%
FWM
569
Fortress Wealth Management
California
$3.52M +$1.13M +19,231 +40%
KFP
570
KMG Fiduciary Partners
Ohio
$3.5M +$111K +1,891 +3%
PFM
571
Phillips Financial Management
Indiana
$3.48M -$1.31M -22,323 -25%
CA
572
Continuum Advisory
Idaho
$3.44M +$127K +2,163 +3%
WWP
573
Waypoint Wealth Partners
California
$3.43M +$49.2K +837 +1%
WP
574
WealthSource Partners
California
$3.4M -$1.29M -21,922 -25%
SSW
575
Smith Shellnut Wilson
Mississippi
$3.38M +$220K +3,747 +6%

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.