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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
SWM
976
Silverlake Wealth Management
Vermont
$563K +$628K +10,683 New
CCA
977
Cobblestone Capital Advisors
New York
$558K +$101K +1,710 +19%
TFA
978
Tobias Financial Advisors
Florida
$556K +$621K +10,558 New
CWM
979
Chicago Wealth Management
Illinois
$554K -$124K -2,110 -17%
BFS
980
Bradley Foster & Sargent
Connecticut
$554K -$529 -9 -0.1%
RF
981
RHS Financial
California
$554K +$122K +2,076 +25%
PWS
982
Peterson Wealth Services
Utah
$553K +$37.3K +635 +6%
WCP
983
Wick Capital Partners
Pennsylvania
$551K +$4.47K +76 +0.7%
PA
984
Planning Alternatives
Michigan
$548K -$706 -12 -0.1%
GPC
985
Garrison Point Capital
California
$547K
CAM
986
Columbia Asset Management
Michigan
$546K +$58.8K +1,000 +11%
CCG
987
Cypress Capital Group
Florida
$545K +$35.3K +600 +6%
SIC
988
Salem Investment Counselors
North Carolina
$544K +$174K +2,958 +40%
SWM
989
Sugarloaf Wealth Management
Georgia
$543K -$66.2K -1,126 -10%
VCS
990
Vaughan & Co Securities
New Jersey
$537K -$16.9K -287 -3%
AWM
991
Atticus Wealth Management
Florida
$530K
LJAC
992
L.J. Altfest & Co
New York
$528K +$85K +1,446 +17%
NCM
993
Noesis Capital Mangement
Florida
$525K
FAM
994
Forte Asset Management
New York
$523K -$764 -13 -0.1%
FI
995
Financial Insights
Washington
$523K +$584K +9,926 New
TF
996
Tompkins Financial
New York
$521K +$49.5K +841 +9%
QC
997
Quent Capital
New York
$520K -$24.8K -421 -4%
ODG
998
O'Dell Group
Ohio
$517K +$21.7K +369 +4%
WF
999
Welch & Forbes
Massachusetts
$513K +$58.8K +1,000 +11%
EWS
1000
Evergreen Wealth Solutions
Pennsylvania
$512K +$572K +9,725 New

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.