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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
GA
1276
GoalVest Advisory
New York
$104K -$256K -4,358 -69%
CPA
1277
Cardiff Park Advisors
California
$103K -$15.3K -261 -12%
FPB
1278
First PREMIER Bank
South Dakota
$100K -$284K -4,832 -72%
ACM
1279
Absolute Capital Management
Pennsylvania
$98.3K +$110K +1,864 New
PA
1280
PSI Advisors
Florida
$97K -$4.47K -76 -4%
TFM
1281
TFC Financial Management
Massachusetts
$96K
MFC
1282
Mechanics Financial Corp
Ohio
$95K
MRCM
1283
M&R Capital Management
New Jersey
$95K
FF
1284
FourThought Financial
Florida
$94K
DWP
1285
Destiny Wealth Partners
Florida
$92K -$92.4K -1,572 -47%
AWM
1286
Angeles Wealth Management
California
$86K
BCPWM
1287
Bradley & Co Private Wealth Management
Florida
$85K
NC
1288
NewSquare Capital
Pennsylvania
$85K
Macquarie Group
1289
Macquarie Group
Australia
$84K -$45.4M -772,641 -100%
TCOV
1290
Trust Company of Vermont
Vermont
$83K -$1.41K -24 -2%
CAAS
1291
Capital Asset Advisory Services
Michigan
$83K
AWM
1292
Accel Wealth Management
Iowa
$82K +$35.3K +600 +69%
TFGT
1293
TS Financial Group (TSFG)
Illinois
$80K -$14.5K -247 -14%
OIA
1294
Optimum Investment Advisors
Illinois
$80K +$2.47K +42 +3%
CSPAM
1295
Cary Street Partners Asset Management
Virginia
$80K +$89.3K +1,519 New
AIM
1296
Anchor Investment Management
South Carolina
$76.2K -$245K -4,171 -74%
GIA
1297
Goodwin Investment Advisory
Georgia
$76K -$155K -2,644 -65%
AP
1298
Atwood & Palmer
Missouri
$75K
TH
1299
TCTC Holdings
Texas
$74K -$103K -1,760 -55%
CNBTD
1300
Citizens National Bank Trust Department
Mississippi
$71K

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.