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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
HC
1476
Hamilton Capital
Ohio
-$220K -3,744 Closed
BA
1477
Bridge Advisory
California
-$216K -3,736 Closed
KCFA
1478
Key Client Fiduciary Advisors
New Jersey
-$220K -3,731 Closed
PFA
1479
Pathway Financial Advisors
Vermont
-$214K -3,640 Closed
AGP
1480
Autumn Glory Partners
Texas
-$213K -3,620 Closed
HIF
1481
Hill Island Financial
Michigan
-$211K -3,588 Closed
RIS
1482
Retirement Income Solutions
Michigan
-$209K -3,543 Closed
LWP
1483
Legacy Wealth Planning
Nevada
-$207K -3,521 Closed
IA
1484
Insight Advisors
Pennsylvania
-$213K -3,447 Closed
CPC
1485
Consolidated Planning Corp
Georgia
-$203K -3,441 Closed
RMDI
1486
R.M. Davis Inc
Maine
-$202K -3,439 Closed
OIM
1487
Oder Investment Management
California
-$202K -3,432 Closed
GPA
1488
Guerra Pan Advisors
New Jersey
-$212K -3,418 Closed
PFG
1489
Pacific Financial Group
Washington
-$201K -3,417 Closed
HSG
1490
Helen Stephens Group
Texas
-$201K -3,412 Closed
FAM
1491
Formidable Asset Management
Ohio
-$200K -3,407 Closed
GFP
1492
Gryphon Financial Partners
Ohio
-$199K -3,369 Closed
MAG
1493
Mayfair Advisory Group
Alabama
-$203K -3,266 Closed
Qube Research & Technologies (QRT)
1494
Qube Research & Technologies (QRT)
United Kingdom
-$177K -3,007 Closed
AW
1495
ACG Wealth
Georgia
-$174K -2,961 Closed
TWP
1496
TFO Wealth Partners
Ohio
-$173K -2,935 Closed
TCWM
1497
Total Clarity Wealth Management
Illinois
-$129K -2,189 Closed
PAI
1498
Pittenger & Anderson Inc
Nebraska
-$101K -1,723 Closed
LWCFA
1499
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$98K -1,666 Closed
CCM
1500
Chilton Capital Management
Texas
-$78K -1,320 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.