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
Bank of America
1
Bank of America
North Carolina
$10.8B -$825M -14,028,991 -6%
Morgan Stanley
2
Morgan Stanley
New York
$3.84B +$48.5M +824,465 +1%
TF
3
TIAA FSB
Florida
$3.3B +$140M +2,383,152 +4%
BlackRock
4
BlackRock
New York
$2.42B -$80.3M -1,366,437 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.13B +$139M +2,361,565 +6%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$2.11B +$80.2M +1,363,221 +4%
LPL Financial
7
LPL Financial
California
$1.46B +$4.56M +77,516 +0.3%
RJA
8
Raymond James & Associates
Florida
$1.43B +$41.1M +699,309 +3%
Goldman Sachs
9
Goldman Sachs
New York
$1.32B +$747M +12,698,922 +103%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$1.28B +$161M +2,744,857 +13%
UBS Group
11
UBS Group
Switzerland
$1.19B -$7.81M -132,760 -0.6%
Wells Fargo
12
Wells Fargo
California
$1.14B -$8.73M -148,453 -0.7%
US Bancorp
13
US Bancorp
Minnesota
$1.14B +$8.69M +147,772 +0.7%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$1.06B +$560K +9,521 +0%
M&T Bank
15
M&T Bank
New York
$866M -$18.8M -320,514 -2%
CWA
16
CM Wealth Advisors
Ohio
$826M
NMIMC
17
Northwestern Mutual Investment Management Company
Wisconsin
$746M +$33M +562,000 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$736M +$19.5M +331,892 +2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$704M +$29.7M +504,878 +4%
JP Morgan Chase
20
JP Morgan Chase
New York
$625M -$65.9M -1,120,139 -9%
Betterment LLC
21
Betterment LLC
New York
$542M
UCFA
22
United Capital Financial Advisors
Texas
$513M +$14.4M +245,653 +3%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$500M
Stifel Financial
24
Stifel Financial
Missouri
$499M -$17.6M -300,166 -3%
APF
25
Alaska Permanent Fund
Alaska
$453M -$46.8M -795,531 -8%

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.