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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
ST
1301
Smithfield Trust
Pennsylvania
$68K
LS
1302
Leelyn Smith
Illinois
$68K +$75.6K +1,286 New
TCCM
1303
Timber Creek Capital Management
Massachusetts
$67K
ACK
1304
Andrew C. Karlinski
$65K
IAS
1305
IMA Advisory Services
Colorado
$65K +$3.41K +58 +5%
FPFS
1306
First Personal Financial Services
North Carolina
$62K +$29.8K +507 +76%
AIM
1307
Arcadia Investment Management
Michigan
$60K
BONH
1308
Bank of New Hampshire
New Hampshire
$60K
HWA
1309
HHM Wealth Advisors
Tennessee
$58K
TC
1310
Tacita Capital
Ontario, Canada
$58K
KTC
1311
Kistler-Tiffany Companies
Pennsylvania
$57K -$107K -1,827 -63%
MTIC
1312
Missouri Trust & Investment Company
Missouri
$57K
Simplex Trading
1313
Simplex Trading
Illinois
$55K -$143K -2,433 -70%
C
1314
Cliffwater
California
$55K
ICM
1315
Islay Capital Management
Texas
$54K -$48.1K -818 -45%
SA
1316
SRH Advisors
Kansas
$54K
GWSG
1317
GPS Wealth Strategies Group
Colorado
$54K +$48.5K +825 +417%
S
1318
Surevest
California
$53K
MWM
1319
Mascoma Wealth Management
New Hampshire
$51K -$11.6K -198 -17%
FRA
1320
Front Row Advisors
California
$51K
SC
1321
Siena Capital
Ohio
$51K
CHA
1322
Carmichael Hill & Associates
Maryland
$48K
EWA
1323
EverSource Wealth Advisors
Alabama
$48K +$706 +12 +1%
SCA
1324
Stonebridge Capital Advisors
Minnesota
$48K +$9.82K +167 +23%
GI
1325
Gradient Investments
Minnesota
$48K +$21.2K +360 +64%

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.