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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
TPWA
1076
TRUE Private Wealth Advisors
Oregon
$371K -$4.23K -72 -1%
GT
1077
Glenview Trust
Kentucky
$370K +$16.6K +282 +4%
SA
1078
Scarborough Advisors
Maryland
$369K -$36.8K -625 -8%
CIA
1079
Choate Investment Advisors
Massachusetts
$369K -$19.8K -336 -5%
SWM
1080
SeaCrest Wealth Management
New York
$369K +$15.1K +256 +4%
MMPW
1081
Mitchell McLeod Pugh & Williams
Alabama
$368K +$411K +6,992 New
TCM
1082
TD Capital Management
Tennessee
$367K +$117K +1,998 +40%
GA
1083
Geller Advisors
New York
$361K -$3.23K -55 -0.8%
BI
1084
Berkeley Inc
Idaho
$360K -$18.8K -320 -4%
MWM
1085
Madison Wealth Management
Ohio
$358K -$423K -7,201 -51%
OBWG
1086
Onyx Bridge Wealth Group
New York
$358K -$40.2K -683 -9%
BAM
1087
Belpointe Asset Management
Nevada
$354K -$283K -4,812 -42%
GCA
1088
Gradient Capital Advisors
California
$354K
KPWG
1089
KFA Private Wealth Group
Virginia
$353K +$7.58K +129 +2%
SCFS
1090
S.C. Financial Services
Arizona
$353K +$20.5K +349 +5%
GWM
1091
GSB Wealth Management
Connecticut
$351K +$25.6K +436 +7%
AP
1092
Adero Partners
California
$350K -$156K -2,647 -29%
APP
1093
Avantax Planning Partners
Iowa
$349K -$32.5K -552 -8%
CPP
1094
Capasso Planning Partners
South Carolina
$348K +$389K +6,609 New
AP
1095
Appleton Partners
Massachusetts
$346K +$23K +391 +6%
ACM
1096
Ategra Capital Management
Virginia
$345K
MCA
1097
Maryland Capital Advisors
Maryland
$343K
SC
1098
Stolper & Co
Oklahoma
$342K
PPP
1099
Private Portfolio Partners
New Jersey
$337K -$44K -748 -10%
KMWM
1100
Keudell/Morrison Wealth Management
Oregon
$334K -$6.41K -109 -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.