We are live on ! Find out more
IEFA icon

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
ACA
1176
Anchor Capital Advisors
Massachusetts
$256K
RCM
1177
Radnor Capital Management
Pennsylvania
$256K
C
1178
Certuity
Florida
$254K
HBT
1179
Hills Bank & Trust
Iowa
$254K +$283K +4,815 New
D
1180
Diversified
Delaware
$253K -$15.7K -267 -5%
PIA
1181
Perennial Investment Advisors
California
$253K +$67.3K +1,145 +31%
KWM
1182
Keebeck Wealth Management
Illinois
$252K +$23.8K +404 +9%
XF
1183
XML Financial
Maryland
$252K +$282K +4,790 New
BS
1184
Boenning & Scattergood
Pennsylvania
$251K -$4.06K -69 -1%
Bank of Montreal
1185
Bank of Montreal
Ontario, Canada
$251K -$169M -2,870,517 -40%
T
1186
TNF
Montana
$250K -$14.7K -250 -5%
MA
1187
MJP Associates
Connecticut
$250K
IRC
1188
Investors Research Corp
Georgia
$249K +$22.1K +376 +9%
FWA
1189
FSM Wealth Advisors
Ohio
$248K -$3.65K -62 -1%
FIA
1190
Foundations Investment Advisors
Arizona
$247K +$275K +4,682 New
BWFA
1191
Baltimore-Washington Financial Advisors
Maryland
$242K -$261K -4,440 -49%
NFSG
1192
Newbridge Financial Services Group
Florida
$242K -$21.6K -367 -7%
TC
1193
Telemus Capital
Michigan
$242K +$270K +4,588 New
EIA
1194
Edgemoor Investment Advisors
Maryland
$241K +$269K +4,576 New
RCM
1195
Raleigh Capital Management
North Carolina
$240K -$33.3K -567 -11%
KFI
1196
Key Financial Inc
Pennsylvania
$240K +$53.6K +911 +25%
VWA
1197
V Wealth Advisors
Kansas
$239K -$843K -14,330 -76%
JAG
1198
Journey Advisory Group
Kentucky
$239K +$3.23K +55 +1%
LOPW
1199
Live Oak Private Wealth
North Carolina
$237K -$21.2K -360 -7%
BCM
1200
BTR Capital Management
California
$237K +$265K +4,499 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.