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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
BB
776
Busey Bank
Illinois
$1.4M -$583K -9,919 -27%
CBFP
777
Cedar Brook Financial Partners
Ohio
$1.39M +$97.1K +1,652 +7%
GM
778
GeoWealth Management
Illinois
$1.39M -$738K -12,543 -32%
TWM
779
Tanglewood Wealth Management
Texas
$1.37M -$14.8M -251,122 -91%
RA
780
RFG Advisory
Alabama
$1.37M +$371K +6,313 +36%
CF
781
Centaurus Financial
California
$1.37M +$693K +11,793 +83%
CIBC Private Wealth Group
782
CIBC Private Wealth Group
Georgia
$1.36M -$127K -2,152 -8%
BMCM
783
Bryn Mawr Capital Management
Pennsylvania
$1.36M -$68.9K -1,172 -4%
ST
784
Sentinel Trust
Texas
$1.35M +$507K +8,624 +51%
SFA
785
Source Financial Advisors
New York
$1.35M -$743K -12,636 -33%
WF
786
Warner Financial
Maryland
$1.34M +$20.9K +356 +1%
BFO
787
Biltmore Family Office
North Carolina
$1.32M +$569K +9,677 +63%
HF
788
HRT Financial
New York
$1.31M +$1.47M +24,956 New
IAA
789
Ironsides Asset Advisors
North Carolina
$1.31M -$22.4M -381,274 -94%
BWA
790
BlueSky Wealth Advisors
North Carolina
$1.29M -$136K -2,305 -9%
VPIM
791
Vanguard Personalized Indexing Management
California
$1.29M +$823 +14 +0.1%
IA
792
IFG Advisory
Georgia
$1.29M -$249K -4,229 -15%
AWM
793
Avior Wealth Management
Nebraska
$1.28M +$241K +4,095 +20%
LSPW
794
Lake Street Private Wealth
Illinois
$1.27M -$335K -5,695 -19%
AWA
795
Arete Wealth Advisors
Illinois
$1.27M +$451K +7,675 +47%
FCFC
796
First Citizens Financial Corp
Iowa
$1.27M -$3.94K -67 -0.3%
MFG
797
Magnus Financial Group
New York
$1.26M +$1.13M +19,244 +405%
State Street
798
State Street
Massachusetts
$1.25M +$131K +2,229 +10%
LC
799
Lincoln Capital
Nebraska
$1.24M -$6.88K -117 -0.5%
NCM
800
New Capital Management
Texas
$1.24M +$5.29K +90 +0.4%

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.