We are live on ! Find out more
IEFA icon

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
V
801
Veritable
Delaware
$1.22M +$64.1K +1,090 +5%
GPWA
802
Great Point Wealth Advisors
Massachusetts
$1.21M -$16.5K -281 -1%
EPP
803
ETF Portfolio Partners
Kansas
$1.21M +$96.2K +1,636 +8%
SL
804
SWMG LLC
Texas
$1.2M +$1.34M +22,832 New
CAG
805
Csenge Advisory Group
Florida
$1.2M -$1.3M -22,051 -49%
WRTC
806
Wind River Trust Company
Wyoming
$1.2M -$391K -6,656 -23%
GWCM
807
Godshalk Welsh Capital Management
Pennsylvania
$1.18M -$206K -3,500 -14%
BNP Paribas Financial Markets
808
BNP Paribas Financial Markets
France
$1.18M +$1.32M +22,382 New
ZB
809
Zions Bancorporation
Utah
$1.18M
PP
810
Patron Partners
Texas
$1.17M +$34.8K +591 +3%
KW
811
KWB Wealth
California
$1.17M -$334K -5,681 -20%
AW
812
Avion Wealth
Texas
$1.17M +$47.8K +813 +4%
CIA
813
Capital Investment Advisors
Georgia
$1.16M -$71.1K -1,210 -5%
FPAS
814
Focus Partners Advisor Solutions
Missouri
$1.16M +$820K +13,950 +172%
CMP
815
Courage Miller Partners
Virginia
$1.16M +$11K +187 +0.9%
SFA
816
Sequoia Financial Advisors
Ohio
$1.15M -$563K -9,573 -30%
DP
817
Denver PWM
Colorado
$1.15M +$984K +16,735 +366%
VWA
818
Visionary Wealth Advisors
Illinois
$1.14M -$22.9K -390 -2%
PAM
819
Palisade Asset Management
Minnesota
$1.14M +$120K +2,044 +10%
EWM
820
Evercore Wealth Management
New York
$1.14M -$19.8K -337 -2%
Lido Advisors
821
Lido Advisors
California
$1.14M +$253K +4,306 +25%
ACM
822
Advisors Capital Management
New Jersey
$1.13M +$1.1M +18,629 New
WB
823
WesBanco Bank
West Virginia
$1.13M +$46.1K +784 +4%
IWM
824
IHT Wealth Management
Illinois
$1.12M -$318K -5,416 -20%
SFG
825
StrategIQ Financial Group
Indiana
$1.12M -$47K -799 -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.