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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
DLHL
876
Donald L. Hagan LLC
Florida
$861K -$23.8K -405 -2%
PCMC
877
Paragon Capital Management (Colorado)
Colorado
$858K +$958K +16,294 New
PCA
878
Personal Capital Advisors
California
$850K +$98K +1,666 +12%
PFG
879
PAX Financial Group
Texas
$846K +$516K +8,779 +121%
CHP
880
Cable Hill Partners
Oregon
$845K
WB
881
West Bancorporation
Iowa
$842K +$61.4K +1,045 +7%
CCM
882
Covington Capital Management
California
$838K +$346K +5,886 +59%
EFG
883
Everhart Financial Group
Ohio
$833K -$218K -3,711 -19%
PWAC
884
Private Wealth Advisors (California)
California
$832K -$10.1K -171 -1%
EK
885
Evensky & Katz
Florida
$831K -$43.8K -745 -5%
WWA
886
WCG Wealth Advisors
Nevada
$830K +$926K +15,756 New
PPW
887
PACK Private Wealth
Minnesota
$823K
MYIA
888
Mount Yale Investment Advisors
Colorado
$821K -$12.9K -219 -1%
PGWM
889
Parisi Gray Wealth Management
New Jersey
$819K +$227K +3,857 +33%
GWA
890
GGM Wealth Advisors
Maryland
$817K +$17.2K +292 +2%
VAS
891
Vestmark Advisory Solutions
Massachusetts
$807K -$16.5K -281 -2%
TCWA
892
Ten Capital Wealth Advisors
Washington
$806K +$85.1K +1,448 +10%
KIG
893
Kowal Investment Group
Wisconsin
$802K +$199K +3,387 +29%
DI
894
Disciplined Investments
Oklahoma
$797K -$16.2K -275 -2%
HSA
895
HBK Sorce Advisory
Pennsylvania
$794K -$116K -1,969 -12%
PP
896
Prudential plc
United Kingdom
$790K -$5.62M -95,500 -86%
PSP
897
Principal Street Partners
Tennessee
$790K
CF
898
Cantor Fitzgerald
New York
$780K -$478K -8,121 -35%
MWP
899
Madison Wealth Partners
Wisconsin
$780K +$163K +2,779 +23%
CRC
900
Curi RMB Capital
Illinois
$763K +$228K +3,875 +37%

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.