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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
SAM
851
Strategy Asset Managers
California
$975K +$1.09M +18,509 New
PA
852
Procyon Advisors
Connecticut
$974K -$407K -6,922 -27%
DAS
853
Dynamic Advisor Solutions
Arizona
$972K +$151K +2,576 +16%
IWMWV
854
Ironwood Wealth Management (West Virginia)
West Virginia
$967K -$5.54M -94,165 -84%
CMBA
855
C.M. Bidwell & Associates
Hawaii
$961K +$99.9K +1,699 +10%
ZCM
856
Ziegler Capital Management
Illinois
$952K
NEPWA
857
New England Private Wealth Advisors
Massachusetts
$950K +$23.9K +407 +2%
SCA
858
Sandy Cove Advisors
Massachusetts
$939K -$305K -5,181 -23%
Koshinski Asset Management
859
Koshinski Asset Management
Illinois
$938K -$365K -6,213 -26%
BWA
860
Beam Wealth Advisors
Louisiana
$932K -$114K -1,935 -10%
SCM
861
SOL Capital Management
Maryland
$932K
HFS
862
Howard Financial Services
Texas
$927K +$1.03M +17,593 New
HI
863
Human Investing
Oregon
$920K -$6.06M -103,126 -86%
AT
864
American Trust
Kentucky
$913K -$51.5K -876 -5%
EIP
865
Ellis Investment Partners
Pennsylvania
$913K +$20.4K +347 +2%
NL
866
Navalign LLC
California
$910K -$162K -2,763 -14%
KWM
867
Kaydan Wealth Management
Michigan
$906K +$63.8K +1,085 +7%
SWP
868
ShoreHaven Wealth Partners
New Jersey
$899K -$1.47M -24,935 -59%
LFAS
869
Level Four Advisory Services
Texas
$888K -$50.2K -854 -5%
IP
870
Ignite Planners
California
$888K +$529 +9 +0.1%
FM
871
Foster & Motley
Ohio
$883K -$460K -7,816 -32%
QCIG
872
Quad-Cities Investment Group
Iowa
$877K -$328K -5,581 -25%
AFM
873
Andesa Financial Management
Pennsylvania
$872K +$626K +10,641 +179%
BJL
874
Brighton Jones LLC
Washington
$869K -$81.3K -1,383 -8%
VCA
875
Verdence Capital Advisors
Maryland
$862K +$2.82K +48 +0.3%

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.