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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
TI
76
Truepoint Inc
Ohio
$98.2M +$14.2M +241,586 +15%
JMPWA
77
JP Morgan Private Wealth Advisors
California
$96.9M -$1.74M -29,541 -2%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$94.4M +$43.7M +743,901 +71%
CFG
79
CKW Financial Group
Hawaii
$93.3M +$3.64M +61,876 +4%
SFBLI
80
Southern Farm Bureau Life Insurance
Mississippi
$92.7M
PFA
81
Pure Financial Advisors
California
$89.2M +$7.38M +125,482 +8%
HHGA
82
Halbert Hargrove Global Advisors
California
$89.2M -$3.09M -52,551 -3%
APCM
83
Alaska Permanent Capital Management
Alaska
$88.9M +$13.3M +226,842 +16%
FBFS
84
First Business Financial Services
Wisconsin
$87.7M -$1.21M -20,590 -1%
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$87.5M +$5.02M +85,328 +5%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$87.1M +$81.2M +1,381,160 +505%
HWA
87
Heritage Wealth Advisors
Virginia
$83.8M +$2.24M +38,069 +2%
OMC
88
Old Mission Capital
Illinois
$80.7M +$32.8M +557,669 +57%
MWM
89
Modera Wealth Management
New Jersey
$80.5M +$18M +305,898 +25%
MWM
90
Mission Wealth Management
California
$80M +$9.54M +162,281 +12%
FCB
91
First Command Bank
Texas
$79.7M +$6.03M +102,489 +7%
FCFS
92
First Command Financial Services
Texas
$79.7M +$6.03M +102,489 +7%
AWE
93
Avidian Wealth Enterprises
Texas
$77.5M -$11.5M -195,020 -12%
RIG
94
Roosevelt Investment Group
New York
$76.8M +$2.45M +41,703 +3%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$76.7M -$7.87M -133,792 -8%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$74.6M -$9.14M -155,437 -10%
FLPIM
97
F.L. Putnam Investment Management
Massachusetts
$72.4M +$2.36M +40,105 +3%
EH
98
Equitable Holdings
New York
$71M +$3.45M +58,678 +5%
VC
99
Vicus Capital
Pennsylvania
$70.6M +$1.59M +27,125 +2%
RWM
100
RKL Wealth Management
Pennsylvania
$69.4M -$1.84M -31,317 -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.