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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
KAM
1451
KEB Asset Management
Illinois
-$383K -6,515 Closed
BTW
1452
Boston Trust Walden
Massachusetts
-$381K -6,478 Closed
ARC
1453
Advisor Resource Council
Texas
-$366K -6,229 Closed
SSCA
1454
South Shore Capital Advisors
Massachusetts
-$335K -5,686 Closed
OPPS
1455
Obsidian Personal Planning Solutions
Maryland
-$304K -5,168 Closed
BCP
1456
Blue Chip Partners
Michigan
-$278K -4,728 Closed
CRI
1457
Colonial River Investments
Virginia
-$272K -4,630 Closed
BWM
1458
BlackDiamond Wealth Management
New York
-$274K -4,622 Closed
B
1459
Bensler
Washington
-$271K -4,596 Closed
RWA
1460
River Wealth Advisors
Pennsylvania
-$258K -4,389 Closed
BFWA
1461
Benchmark Financial Wealth Advisors
Florida
-$257K -4,371 Closed
GKWIM
1462
Gerber Kawasaki Wealth & Investment Management
California
-$275K -4,354 Closed
WDL
1463
Well Done LLC
Michigan
-$255K -4,335 Closed
WCF
1464
West Coast Financial
California
-$252K -4,279 Closed
OFP
1465
OLIO Financial Planning
Virginia
-$250K -4,254 Closed
MWM
1466
Meridian Wealth Management
Kentucky
-$243K -4,137 Closed
WQ
1467
Wealth Quarterback
New Jersey
-$243K -4,133 Closed
CAM
1468
Crestone Asset Management
Colorado
-$240K -4,076 Closed
WAS
1469
Wealth Advisory Solutions
Indiana
-$237K -4,019 Closed
TRIA
1470
Trail Ridge Investment Advisors
Colorado
-$235K -4,000 Closed
BBA
1471
Braun-Bostich & Associates
Pennsylvania
-$234K -3,973 Closed
MPI
1472
Mairs & Power Inc
Minnesota
-$232K -3,937 Closed
NGA
1473
Naples Global Advisors
Florida
-$225K -3,815 Closed
FSG
1474
Financial Strategies Group
Michigan
-$224K -3,804 Closed
RC
1475
Rovin Capital
Arizona
-$223K -3,796 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.