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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
LWMNY
1201
Landmark Wealth Management (New York)
New York
$233K -$18.8K -320 -7%
EWM
1202
Endurance Wealth Management
Rhode Island
$232K -$150K -2,550 -37%
WF
1203
Williams Financial
Vermont
$232K +$259K +4,403 New
RFA
1204
RTD Financial Advisors
Pennsylvania
$232K +$259K +4,404 New
WAG
1205
Winthrop Advisory Group
Massachusetts
$231K -$2.94M -50,004 -92%
RP
1206
Rowlandmiller & Partners
Georgia
$230K
AO
1207
Advisor OS
Illinois
$229K
LA
1208
Legacy Advisors
Pennsylvania
$227K +$254K +4,314 New
NWA
1209
New World Advisors
Massachusetts
$226K +$5.94K +101 +2%
BFG
1210
Baron Financial Group
New Jersey
$224K -$882 -15 -0.4%
TNA
1211
True North Advisors
Texas
$224K +$251K +4,268 New
DWM
1212
Destination Wealth Management
California
$223K +$249K +4,236 New
WWM
1213
Wiser Wealth Management
Georgia
$219K -$2.4M -40,736 -91%
SFA
1214
Seneca Financial Advisors
New York
$218K -$2K -34 -0.8%
AUB
1215
Atlantic Union Bankshares
Virginia
$218K -$23.9K -406 -9%
SDWMA
1216
Schneider Downs Wealth Management Advisors
Pennsylvania
$218K -$20.9K -356 -8%
SPA
1217
Sentinel Pension Advisors
Massachusetts
$218K -$12.4K -211 -5%
GF
1218
Gries Financial
Ohio
$217K -$24.1K -410 -9%
WFM
1219
Wolff Financial Management
Michigan
$217K -$59 -1 -0%
BA
1220
Ballast Advisors
Minnesota
$217K +$4.88K +83 +2%
GIM
1221
Goelzer Investment Management
Indiana
$217K +$242K +4,116 New
KCM
1222
Kathmere Capital Management
Pennsylvania
$216K -$3.7K -63 -2%
MCM
1223
Mitchell Capital Management
Kansas
$215K
AAM
1224
Aureus Asset Management
Massachusetts
$215K +$9.88K +168 +4%
DWM
1225
Dakota Wealth Management
Florida
$214K -$126K -2,151 -35%

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.