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
NA
101
Nottingham Advisors
New York
$67.4M -$665K -11,305 -0.9%
JCM
102
Janney Capital Management
Pennsylvania
$66.7M -$1.77M -30,145 -2%
PA
103
Parallel Advisors
California
$64.2M -$9.71M -165,156 -12%
FFBTD
104
First Financial Bank - Trust Division
Ohio
$63.9M +$858K +14,585 +1%
MML Investors Services
105
MML Investors Services
Massachusetts
$63.9M +$7.57M +128,694 +12%
MCM
106
MAI Capital Management
Ohio
$63.4M +$6.35M +108,063 +10%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$60.7M +$12.9M +218,582 +24%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$59.9M -$12.8M -217,217 -16%
MSA
109
Mason Street Advisors
Wisconsin
$59.8M +$21.3M +362,200 +47%
UB
110
UMB Bank
Missouri
$59.8M -$351K -5,974 -0.5%
CWM
111
Connecticut Wealth Management
Connecticut
$59.2M +$837K +14,230 +1%
Neuberger Berman Group
112
Neuberger Berman Group
New York
$59M +$12.5K +213 +0%
BL
113
Balentine LLC
Georgia
$57.6M -$1.28M -21,764 -2%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$57.3M -$27.4M -466,356 -30%
BWA
115
BDO Wealth Advisors
Florida
$56.9M -$2.24M -38,042 -3%
PFO
116
Pathstone Family Office
New Jersey
$56.7M +$6.37M +108,381 +11%
SWM
117
SigFig Wealth Management
California
$56.5M +$1.61M +27,344 +3%
CAN
118
Cetera Advisor Networks
California
$55.6M +$7.59M +129,102 +14%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$54.1M +$1.54M +26,257 +3%
RWM
120
Ritholtz Wealth Management
New York
$53.7M +$4.97M +84,470 +9%
TOTSC
121
Trustees of the Smith College
Massachusetts
$53.5M -$7.51M -127,775 -11%
LMIM
122
Lockheed Martin Investment Management
Maryland
$52.7M +$7.64M +130,000 +15%
Mackenzie Financial
123
Mackenzie Financial
Ontario, Canada
$52.1M +$3.5M +59,470 +6%
DT
124
Diversified Trust
Tennessee
$52.1M -$2.88M -48,952 -5%
W
125
Wealthquest
Ohio
$51.2M +$29.6M +503,738 +108%

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.