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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
VCP
1026
Verus Capital Partners
Arizona
$450K +$168K +2,850 +50%
VWM
1027
Venturi Wealth Management
Texas
$449K -$63.7M -1,082,500 -99%
WMA
1028
West Michigan Advisors
Michigan
$449K -$47.7K -812 -9%
PTC
1029
Philadelphia Trust Company
Pennsylvania
$444K +$495K +8,425 New
T
1030
TrueFG
Texas
$441K -$54.7K -930 -10%
M
1031
MOTCO
Texas
$441K +$252K +4,287 +105%
TNB
1032
Thomasville National Bank
Georgia
$436K -$2.71K -46 -0.6%
PMFA
1033
Plante Moran Financial Advisors
Michigan
$434K +$218K +3,699 +82%
IFG
1034
Independent Financial Group
California
$434K +$24.4K +415 +5%
LC
1035
LTG Capital
Massachusetts
$431K -$1.2M -20,471 -71%
EFS
1036
Essex Financial Services
Connecticut
$430K +$45K +765 +10%
HIP
1037
HUB Investment Partners
Texas
$430K +$49.4K +840 +11%
MA
1038
MBA Advisors
Pennsylvania
$429K -$40.1K -682 -8%
CPW
1039
Catalyst Private Wealth
California
$429K
MAS
1040
Madden Advisory Services
Florida
$427K -$8.23K -140 -2%
JFA
1041
JNBA Financial Advisors
Minnesota
$426K -$219K -3,725 -32%
FWIA
1042
Fort Washington Investment Advisors
Ohio
$425K +$47K +800 +11%
EWM
1043
EPG Wealth Management
Georgia
$424K -$18.8K -319 -4%
EA
1044
Efficient Advisors
Ohio
$424K +$29.2K +496 +7%
EW
1045
Evoke Wealth
California
$424K +$42.3K +719 +10%
TAM
1046
Townsend Asset Management
North Carolina
$422K
CHC
1047
City Holding Co
West Virginia
$416K
LC
1048
Lavaca Capital
Texas
$415K -$160K -2,723 -26%
BA
1049
Bellwether Advisors
Nebraska
$414K -$220K -3,741 -32%
FFA
1050
Founders Financial Alliance
North Carolina
$413K -$63.9K -1,086 -12%

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.