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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
PCM
901
Parsons Capital Management
Rhode Island
$762K +$29.9K +509 +4%
TPW
902
TL Private Wealth
Texas
$761K -$71.9K -1,222 -8%
BDF
903
Black Diamond Financial
Maryland
$757K -$39.4K -670 -4%
RWM
904
Rockwood Wealth Management
Pennsylvania
$756K -$152K -2,587 -15%
IBOK
905
Independence Bank of Kentucky
Kentucky
$752K -$3K -51 -0.4%
HHRDM
906
H&H Retirement Design & Management
Nevada
$750K -$81.6K -1,388 -9%
CA
907
Claro Advisors
Massachusetts
$748K
MLA
908
My Legacy Advisors
Oregon
$743K -$327K -5,556 -28%
SHWM
909
Silicon Hills Wealth Management
Texas
$742K -$184K -3,130 -18%
FHA
910
Flagship Harbor Advisors
Massachusetts
$738K +$81.7K +1,390 +11%
GB
911
Gunma Bank
Japan
$737K
KWM
912
Kingsview Wealth Management
Oregon
$737K +$31.6K +537 +4%
FIM
913
Freedom Investment Management
Connecticut
$726K -$24.2K -411 -3%
JWCA
914
J.W. Coons Advisors
Ohio
$724K
FCA
915
FLC Capital Advisors
California
$717K -$644K -10,959 -45%
SOS
916
Silver Oak Securities
Tennessee
$716K +$257K +4,371 +65%
WMP
917
Wealth Management Partners
Arizona
$712K
NP
918
NorthRock Partners
Minnesota
$708K -$55.4K -942 -7%
BF
919
BOK Financial
Oklahoma
$706K +$17.4K +296 +2%
CCMD
920
Cypress Capital Management (Delaware)
Delaware
$705K -$1.48M -25,218 -65%
TCM
921
Tufton Capital Management
Maryland
$699K -$106K -1,806 -12%
RJTCONH
922
Raymond James Trust Company of New Hampshire
New Hampshire
$698K +$9.94K +169 +1%
FB
923
Fulton Bank
Pennsylvania
$695K -$16.5K -281 -2%
CA
924
Crewe Advisors
Utah
$695K +$733K +12,461 +1,707%
SG
925
StoneX Group
New York
$694K +$15.8K +269 +2%

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.