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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
AFO
626
Allie Family Office
Florida
$2.62M +$777K +13,212 +36%
AIM
627
Aspen Investment Management
Michigan
$2.61M +$211K +3,585 +8%
KWA
628
KCS Wealth Advisory
California
$2.6M +$446K +7,583 +18%
CA
629
Cornerstone Advisory
Maryland
$2.59M +$1.83M +31,115 +173%
FTS
630
Fifth Third Securities
Ohio
$2.59M +$298K +5,070 +12%
EWM
631
Endowment Wealth Management
Wisconsin
$2.58M +$3.7K +63 +0.1%
MA
632
Mutual Advisors
Nebraska
$2.56M +$203K +3,448 +8%
HSWM
633
Hubbell Strickland Wealth Management
Louisiana
$2.56M +$13.8K +235 +0.5%
BWCS
634
Beirne Wealth Consulting Services
Connecticut
$2.56M -$277K -4,717 -9%
KOMWMG
635
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.55M +$721K +12,261 +34%
Squarepoint
636
Squarepoint
New York
$2.55M +$1.86M +31,691 +190%
CFD
637
Creative Financial Designs
Indiana
$2.54M +$262K +4,450 +10%
CL
638
COWA LLC
Oklahoma
$2.52M -$1.72M -29,295 -38%
EWA
639
EP Wealth Advisors
California
$2.5M -$803K -13,653 -22%
HIA
640
Harbor Investment Advisory
Maryland
$2.49M +$529 +9 +0%
ZIM
641
Zacks Investment Management
Illinois
$2.48M +$660K +11,223 +31%
APA
642
American Portfolios Advisors
New York
$2.48M -$241K -4,102 -8%
SAM
643
Silvercrest Asset Management
New York
$2.47M -$509K -8,650 -16%
CIR
644
Clear Investment Research
Georgia
$2.44M +$49K +834 +2%
TWM
645
Tanager Wealth Management
United Kingdom
$2.42M -$207K -3,520 -7%
AFS
646
Annapolis Financial Services
Maryland
$2.42M +$743K +12,628 +38%
WFA
647
West Financial Advisors
Iowa
$2.42M +$1.94M +32,996 +256%
OIS
648
Okabena Investment Services
Minnesota
$2.42M -$2.17M -36,959 -45%
SWM
649
Shelton Wealth Management
Texas
$2.41M +$4.41K +75 +0.2%
IGWM
650
ICA Group Wealth Management
Colorado
$2.4M -$82.6K -1,404 -3%

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.