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iShares Core MSCI EAFE ETF

1,519 hedge funds and large institutions have $84.7B invested in iShares Core MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 768 increasing their positions, 479 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 768 | Existing positions reduced: 479

22% more call options, than puts

Call options by funds: $6.05M | Put options by funds: $4.95M

17% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 96

1.47% more ownership

Funds ownership: 84.57%86.04% (+1.5%)

0% less funds holding

Funds holding: 1,5251,519 (-6)

1% less funds holding in top 10

Funds holding in top 10: 322320 (-2)

4% less capital invested

Capital invested by funds: $87.8B → $84.7B (-$3.11B)

Holders
1,519
Holders Change
-6
Holders Change %
-0.39%
% of All Funds
23.96%
Holding in Top 10
320
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.62%
% of All Funds
5.05%
New
112
Increased
768
Reduced
479
Closed
96
Calls
$6.05M
Puts
$4.95M
Net Calls
+$1.11M
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
51
Northern Trust
Illinois
$254M +$60.7M +857,928 +31%
Wellington Management Group
52
Wellington Management Group
Massachusetts
$252M -$15.3M -216,211 -6%
CS
53
Credit Suisse
Switzerland
$235M
CPCM
54
Cornerstone Partners Capital Management
Virginia
$234M +$239M +3,371,863 New
RIG
55
RiverFront Investment Group
Virginia
$222M +$12.5M +176,609 +6%
AWA
56
Aaron Wealth Advisors
Illinois
$220M +$1.06B +14,980,189 +4,548%
BBHC
57
Brown Brothers Harriman & Co
New York
$209M +$207M +2,920,939 +3,322%
Creative Planning
58
Creative Planning
Kansas
$207M +$27.2M +383,991 +15%
AAS
59
Avantax Advisory Services
Texas
$206M +$20.6M +291,255 +11%
HighTower Advisors
60
HighTower Advisors
Illinois
$205M +$3.3M +46,702 +2%
SVCF
61
Silicon Valley Community Foundation
California
$204M
Baird Financial Group
62
Baird Financial Group
Wisconsin
$193M -$1.62M -22,911 -0.8%
PP
63
Passaic Partners
New Jersey
$176M -$174M -2,459,535 -49%
FHB
64
First Hawaiian Bank
Hawaii
$174M +$11.5M +163,115 +7%
GT
65
Greenleaf Trust
Michigan
$173M +$10M +141,717 +6%
1832 Asset Management
66
1832 Asset Management
Ontario, Canada
$168M +$173M +2,448,489 New
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$166M +$11.8M +167,080 +8%
S
68
SignatureFD
Georgia
$164M +$138M +1,955,511 +493%
Cerity Partners
69
Cerity Partners
New York
$164M +$18.8M +265,615 +8%
HCC
70
Hirtle Callaghan & Co
Pennsylvania
$159M +$30.7M +434,657 +24%
AWM
71
Altium Wealth Management
New York
$155M -$19.9M -280,876 -11%
HTC
72
Haverford Trust Company
Pennsylvania
$154M +$2.18M +30,825 +1%
CFG
73
Citizens Financial Group
Rhode Island
$154M +$15.4M +217,823 +11%
CCWA
74
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$151M +$33.9M +479,211 +28%
BB
75
Bell Bank
North Dakota
$136M +$2.46M +34,786 +2%

IEFA Hedge Fund Activity: Q1 2022 in Review

1,519 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q1 2022, worth a combined $84.7B — down 3.5% from $87.8B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new IEFA positions and 96 closed out — a net gain of 16 holders — while 768 added to existing stakes and 479 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $1.06B. The largest seller was Victory Capital Management, cutting an estimated $762M.

  • 1,519 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q1 2022, down from 1,525 in Q4 2021.
  • Funds reported $84.7B of iShares Core MSCI EAFE ETF stock for Q1 2022, down 3.5% quarter-over-quarter.
  • 112 funds opened new iShares Core MSCI EAFE ETF positions in Q1 2022 and 96 closed out, a net change of +16 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $1.06B added.
  • The largest iShares Core MSCI EAFE ETF seller in Q1 2022 was Victory Capital Management, an estimated $762M sold.

Based on aggregated 13F filings for Q1 2022.