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
PGAM
1326
Princeton Global Asset Management
New Jersey
$47K
EWM
1327
Evermay Wealth Management
Virginia
$45K +$50K +850 New
PI
1328
PFS Investments
Georgia
$44.4K -$10.6M -180,201 -18%
PP
1329
PFS Partners
New Jersey
$44.2K
LC
1330
Lindbrook Capital
California
$43K
OFG
1331
Oxford Financial Group
Indiana
$43K
AF
1332
Arrow Financial
New York
$40K
NF
1333
Norwood Financial
Pennsylvania
$40K
GWS
1334
Glassman Wealth Services
Virginia
$39K
CT
1335
Clearstead Trust
Maine
$39K +$44K +748 New
BWP
1336
Baldwin Wealth Partners
Massachusetts
$38K -$32K -545 -43%
HS
1337
Horan Securities
United States
$36K -$2.06K -35 -5%
TC
1338
Trust Company
Kansas
$36K
CTB
1339
Country Trust Bank
Illinois
$36K +$37.5K +638 +1,227%
BCM
1340
Birch Capital Management
Texas
$35.3K +$39.5K +671 New
OC
1341
Oakworth Capital
Alabama
$35K
PSB
1342
Piscataqua Savings Bank
New Hampshire
$35K
SMA
1343
Sage Mountain Advisors
Georgia
$35K
LFA
1344
Level Financial Advisors
New York
$34K
DMKJ
1345
David M. Knott Jr
$33K
POIA
1346
Pin Oak Investment Advisors
Texas
$32K
FCAG
1347
First Capital Advisors Group
New Jersey
$30K +$33.3K +566 New
SIS
1348
Sound Income Strategies
Florida
$25K -$97.4K -1,657 -78%
HBW
1349
Hazlett, Burt & Watson
West Virginia
$25K -$2.59K -44 -8%
LWP
1350
Laurel Wealth Planning
Minnesota
$25K

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.