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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
NL
1376
NEPC LLC
Massachusetts
$11.8K
AWM
1377
AllSquare Wealth Management
New York
$11K
HAS
1378
HBW Advisory Services
California
$11K +$12.8K +218 New
OCM
1379
Orion Capital Management
California
$10K -$20.3K -346 -64%
CB
1380
CNB Bank
Pennsylvania
$10K
FEG
1381
Financial Enhancement Group
Indiana
$10K
DTIM
1382
Danda Trouve Investment Management
Kansas
$9K +$10K +170 New
IF
1383
Integrity Financial
Wyoming
$8K
JIR
1384
James Investment Research
Ohio
$8K
ME
1385
McIlrath & Eck
Washington
$8K
GP
1386
Greenline Partners
New York
$8K +$8.59K +146 New
LSA
1387
Lansing Street Advisors
Pennsylvania
$8K +$8.64K +147 New
BSSFA
1388
Baron Silver Stevens Financial Advisors
Florida
$7.33K -$452K -7,688 -11%
HI
1389
Hudock Inc
Pennsylvania
$7K -$3.47K -59 -30%
BCM
1390
Blume Capital Management
California
$7K
AAP
1391
Arax Advisory Partners
Colorado
$7K +$764 +13 +10%
CWA
1392
Clearview Wealth Advisors
Oregon
$6K -$1.12K -19 -14%
CA
1393
Centerpoint Advisors
Massachusetts
$6K
MFA
1394
McClarren Financial Advisors
Pennsylvania
$6K +$6.7K +114 New
NL
1395
NVWM LLC
Pennsylvania
$5K -$355K -6,045 -99%
RG
1396
Retirement Group
California
$5K -$145K -2,469 -96%
CCM
1397
Cribstone Capital Management
Maine
$5K
FWM
1398
Focused Wealth Management
New York
$4K
CMP
1399
Coston McIsaac & Partners
Maine
$4K +$1.41K +24 +42%
TSWM
1400
Tyler-Stone Wealth Management
Ohio
$4K +$4.35K +74 New

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.