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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
WSFS
676
Wilmington Savings Fund Society
Delaware
$2.1M +$4.47K +76 +0.2%
WBG
677
Wharton Business Group
Pennsylvania
$2.1M +$444K +7,558 +23%
FFS
678
Founders Financial Securities
Maryland
$2.06M -$1.86M -31,549 -45%
CDIA
679
Capital Directions Investment Advisors
Georgia
$2.05M -$3.9M -66,318 Closed
SFI
680
SPC Financial Inc
Maryland
$2.05M -$3.06K -52 -0.1%
EW
681
Enzi Wealth
Texas
$2.04M +$1.95M +33,221 New
FWP
682
FAS Wealth Partners
Kansas
$2.04M +$1.45M +24,621 +175%
SC
683
Scotia Capital
Ontario, Canada
$2.01M -$607K -10,315 -21%
PGFC
684
Peapack-Gladstone Financial Corp
New Jersey
$2.01M +$558K +9,485 +33%
AF
685
Advisornet Financial
Minnesota
$1.99M +$284K +4,838 +15%
T
686
TCWP
Ohio
$1.99M -$188K -3,192 -8%
CWC
687
Carolinas Wealth Consulting
North Carolina
$1.97M
LIM
688
Leavell Investment Management
Alabama
$1.96M +$25.5K +433 +1%
AIP
689
Almanack Investment Partners
Pennsylvania
$1.95M +$1.14M +19,372 +109%
PI
690
Parkside Investments
Illinois
$1.93M +$1.66M +28,186 +337%
RZH
691
Relyea Zuckerberg Hanson
Connecticut
$1.92M -$427K -7,269 -17%
FG
692
Fiduciary Group
Georgia
$1.92M -$30.2K -513 -2%
CTA
693
Colonial Trust Advisors
South Carolina
$1.91M -$138K -2,339 -6%
CFP
694
Cypress Financial Planning
New Jersey
$1.91M +$443K +7,539 +26%
IC
695
Innealta Capital
Texas
$1.9M +$322K +5,480 +18%
1WA
696
180 Wealth Advisors
Washington
$1.9M -$54.9K -933 -3%
PP
697
PrairieView Partners
Minnesota
$1.89M +$349K +5,937 +20%
HR
698
Howe & Rusling
New York
$1.88M -$71.9K -1,223 -3%
RC
699
Roundview Capital
New Jersey
$1.88M +$49.6K +844 +2%
CT
700
Columbia Trust
Oregon
$1.87M -$187K -3,180 -8%

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.