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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
PWPS
1151
Pinnacle Wealth Planning Services
Ohio
$276K
MKA
1152
M. Kulyk & Associates
Georgia
$274K +$1.29K +22 +0.4%
BSWA
1153
Bromfield Sneider Wealth Advisors
Massachusetts
$273K
PO
1154
Private Ocean
California
$272K +$146K +2,486 +92%
SC
1155
Schoolcraft Capital
Colorado
$271K
GAM
1156
Gould Asset Management
California
$271K -$82.9K -1,410 -22%
P
1157
Pitcairn
Pennsylvania
$271K
CG
1158
Caprock Group
Idaho
$271K +$10.9K +185 +4%
RGC
1159
Roberts, Glore & Co
Illinois
$270K -$230K -3,905 -43%
CIG
1160
Cairn Investment Group
Washington
$270K
GAG
1161
GM Advisory Group
New York
$269K
ANBT
1162
American National Bank & Trust
Texas
$267K -$12.1K -206 -4%
FNBOO
1163
First National Bank of Omaha
Nebraska
$267K
AWA
1164
Alta Wealth Advisors
Massachusetts
$266K -$75K -1,275 -20%
OPOWM
1165
One Plus One Wealth Management
Florida
$264K +$295K +5,016 New
PG
1166
Proffitt & Goodson
Tennessee
$263K
RC
1167
RegentAtlantic Capital
New Jersey
$262K -$549K -9,331 -65%
ACM
1168
Alamar Capital Management
California
$262K +$85.3K +1,450 +41%
CS
1169
Capital Square
Tennessee
$261K +$292K +4,966 New
FVWA
1170
Foster Victor Wealth Advisors
South Carolina
$260K -$8.94K -152 -3%
VFPI
1171
Vantage Financial Partners (Illinois)
Illinois
$260K +$11.1K +189 +4%
APWM
1172
Atlas Private Wealth Management
New York
$259K -$5.88K -100 -2%
MA
1173
Modus Advisors
Minnesota
$259K +$289K +4,910 New
SWA
1174
SOA Wealth Advisors
New York
$258K +$68.7K +1,168 +31%
CW
1175
Connectus Wealth
Ohio
$256K -$18.2K -310 -6%

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.