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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
CPW
1426
Crestmont Private Wealth
Texas
-$4.96M -84,256 Closed
MP
1427
McDonald Partners
Ohio
-$4.76M -80,951 Closed
CC
1428
Cypress Capital
Tennessee
-$3.45M -58,645 Closed
FPGK
1429
Financial Partners Group (Kansas)
Kansas
-$3.29M -55,925 Closed
AIM
1430
Allen Investment Management
New York
-$2.65M -44,989 Closed
Vontobel Holding
1431
Vontobel Holding
Switzerland
-$2.52M -42,896 Closed
ClearBridge Investments
1432
ClearBridge Investments
New York
-$2.4M -40,778 Closed
Millennium Management
1433
Millennium Management
New York
-$1.75M -29,730 Closed
OAM
1434
Oak Asset Management
California
-$1.29M -21,848 Closed
SPI
1435
Sutton Place Investors
New York
-$980K -16,650 Closed
VCP
1436
Vista Capital Partners
Oregon
-$947K -16,085 Closed
OWA
1437
One Wealth Advisors
California
-$944K -16,043 Closed
TI
1438
Trexquant Investment
Connecticut
-$932K -15,835 Closed
VT
1439
Vise Technologies
New York
-$765K -12,992 Closed
OAP
1440
One Advisory Partners
Kansas
-$758K -12,887 Closed
BFM
1441
Boston Financial Management
Massachusetts
-$755K -12,835 Closed
AIP
1442
Ahrens Investment Partners
Louisiana
-$739K -12,556 Closed
TFA
1443
Triad Financial Advisors
North Carolina
-$563K -9,566 Closed
RA
1444
Rational Advisors
New York
-$553K -9,401 Closed
WAL
1445
W Advisors LLC
Tennessee
-$474K -8,052 Closed
BHWM
1446
Bar Harbor Wealth Management
New Hampshire
-$461K -7,841 Closed
PCS
1447
Personal CFO Solutions
New Jersey
-$451K -7,657 Closed
KPW
1448
Kore Private Wealth
New York
-$449K -7,625 Closed
TW
1449
Transform Wealth
Colorado
-$403K -6,854 Closed
FZCM
1450
Flynn Zito Capital Management
New York
-$386K -6,567 Closed

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.