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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
PFGIA
651
Patriot Financial Group Insurance Agency
Massachusetts
$2.39M -$53.9K -916 -2%
Nisa Investment Advisors
652
Nisa Investment Advisors
Missouri
$2.39M +$118K +2,000 +5%
RCF
653
Rainwater Charitable Foundation
Texas
$2.38M -$6.98M -118,734 -72%
NFC
654
Northeast Financial Consultants
Connecticut
$2.37M -$223K -3,800 -8%
CAP
655
Columbia Advisory Partners
Washington
$2.37M +$60.2K +1,024 +2%
CAC
656
Certified Advisory Corp
Florida
$2.32M +$13.2K +225 +0.5%
PBO
657
Peoples Bank (Ohio)
Ohio
$2.3M -$243K -4,130 -9%
YIH
658
Y-Intercept (HK)
Hong Kong
$2.28M +$2.05M +34,825 +410%
LWANC
659
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.26M +$673K +11,439 +36%
JWCA
660
J.W. Cole Advisors
Florida
$2.22M +$88.8K +1,511 +4%
ICP
661
Interchange Capital Partners
Pennsylvania
$2.22M +$109K +1,852 +5%
PAM
662
Peninsula Asset Management
Florida
$2.21M -$65.5K -1,114 -3%
BSW
663
Buckingham Strategic Wealth
Missouri
$2.21M +$40.5K +688 +2%
MBFW
664
Morton Brown Family Wealth
Pennsylvania
$2.21M +$2.08M +35,337 +540%
HI
665
Horizon Investments
North Carolina
$2.21M -$1.94M -33,072 -44%
TI
666
tru Independence
Oregon
$2.2M -$78K -1,327 -3%
AAS
667
Ameritas Advisory Services
Nebraska
$2.18M -$481K -8,184 -17%
BIA
668
Bigelow Investment Advisors
Maine
$2.17M +$304K +5,164 +14%
WAM
669
Wakefield Asset Management
Colorado
$2.16M -$100K -1,700 -4%
NFG
670
Nations Financial Group
Iowa
$2.16M -$185K -3,139 -7%
CWA
671
Canvas Wealth Advisors
Kansas
$2.15M -$356K -6,051 -14%
WA
672
Waverly Advisors
Alabama
$2.15M +$612K +10,409 +34%
HT
673
Heritage Trust
Oklahoma
$2.13M -$16.5K -281 -0.7%
CWM
674
Capital Wealth Management
Rhode Island
$2.11M +$19.5K +331 +0.8%
MIAN
675
Mariner Independent Advisor Network
Kansas
$2.11M -$1.31M -22,360 -36%

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.