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
AWS
576
AJ Wealth Strategies
New York
$3.37M
BRM
577
Boston Research & Management
Massachusetts
$3.34M -$175K -2,976 -4%
LHC
578
Little House Capital
Massachusetts
$3.34M +$187K +3,178 +5%
SXL
579
Summit X LLC
Missouri
$3.33M -$1.45M -24,622 -28%
DWM
580
Defined Wealth Management
Oregon
$3.33M -$2.28M -38,712 -38%
PA
581
Prism Advisors
California
$3.32M -$3K -51 -0.1%
BWM
582
Boyd Wealth Management
California
$3.31M +$723K +12,290 +24%
TCM
583
Telos Capital Management
California
$3.31M +$118K +2,010 +3%
BAM
584
Baldrige Asset Management
Pennsylvania
$3.3M +$58.3K +992 +2%
SC
585
Seldon Capital
California
$3.29M
SS
586
Sunbelt Securities
Texas
$3.28M +$432K +7,341 +13%
CTA
587
Chesley Taft & Associates
Illinois
$3.24M +$523K +8,900 +17%
Bessemer Group
588
Bessemer Group
New Jersey
$3.2M +$120K +2,039 +3%
ATPW
589
Ashton Thomas Private Wealth
Arizona
$3.2M +$653K +11,097 +22%
SS
590
Simplicity Solutions
Minnesota
$3.2M -$4.58M -77,899 -56%
ST
591
Spinnaker Trust
Maine
$3.19M -$21.2K -360 -0.6%
EW
592
Element Wealth
Mississippi
$3.19M +$98.2K +1,670 +3%
GTAM
593
Global Trust Asset Management
Florida
$3.19M +$601K +10,220 +20%
TC
594
TAGStone Capital
North Carolina
$3.18M +$210K +3,567 +6%
WTA
595
Washington Trust Advisors
Massachusetts
$3.17M +$106K +1,798 +3%
ECM
596
Evergreen Capital Management
Washington
$3.17M +$174K +2,967 +5%
RC
597
RBF Capital
California
$3.16M
CM
598
Columbus Macro
Pennsylvania
$3.16M -$677K -11,518 -16%
BWM
599
Birchcreek Wealth Management
Ohio
$3.05M +$205K +3,489 +6%
AWM
600
Axxcess Wealth Management
California
$3.05M +$42.4K +721 +1%

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.