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iShares Core MSCI EAFE ETF

1,525 hedge funds and large institutions have $76.8B invested in iShares Core MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 591 increasing their positions, 596 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $3.27M

161% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 89

22% more capital invested

Capital invested by funds: $63.1B → $76.8B (+$13.7B)

8% more funds holding in top 10

Funds holding in top 10: 271294 (+23)

8% more funds holding

Funds holding: 1,4111,525 (+114)

0.15% less ownership

Funds ownership: 82.85%82.7% (-0.15%)

1% less repeat investments, than reductions

Existing positions increased: 591 | Existing positions reduced: 596

Holders
1,525
Holders Change
+114
Holders Change %
+8.08%
% of All Funds
24.51%
Holding in Top 10
294
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+8.49%
% of All Funds
4.73%
New
232
Increased
591
Reduced
596
Closed
89
Calls
$13.2M
Puts
$3.27M
Net Calls
+$9.89M
Net Calls Change
+$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
251
OneDigital Investment Advisors
Kansas
$21.4M +$13.6M +230,278 +197%
WBG
252
Wharton Business Group
Pennsylvania
$21.3M +$18M +306,026 +769%
Comerica Bank
253
Comerica Bank
Texas
$21M +$1.04M +17,687 +6%
NFP
254
NorthLanding Financial Partners
New York
$20.8M +$171K +2,899 +0.9%
William Blair & Company
255
William Blair & Company
Illinois
$20.7M +$4.45M +75,631 +29%
WTC
256
WhitTier Trust Company
Nevada
$20.6M -$1.61M -27,385 -8%
IAIM
257
Industrial Alliance Investment Management
Quebec, Canada
$20.5M +$19.4K +330 +0.1%
WPC
258
Wedmont Private Capital
Pennsylvania
$20.3M +$1.21M +20,580 +7%
BCIM
259
Bishop & Co Investment Management
Pennsylvania
$20.3M +$664K +11,281 +4%
GC
260
Grimes & Company
Massachusetts
$20.1M +$2.48M +42,104 +15%
CZI
261
Chan Zuckerberg Initiative
California
$20M +$19.1M +324,965 New
SWP
262
Stratos Wealth Partners
Ohio
$19.7M -$3.62M -61,590 -16%
MCM
263
Monument Capital Management
Virginia
$19.6M +$18.7M +318,056 New
Fisher Asset Management
264
Fisher Asset Management
Washington
$19.4M -$1.44M -24,473 -7%
UWPG
265
Ullmann Wealth Partners Group
Florida
$18.9M -$362K -6,143 -2%
BMD
266
Better Money Decisions
New Mexico
$18.9M +$862K +14,653 +5%
RJT
267
Raymond James Trust
Florida
$18.9M +$717K +12,176 +4%
DMIC
268
Dixon Mitchell Investment Counsel
British Columbia, Canada
$18.9M +$18M +306,374 New
BIS
269
BG Investment Services
Guam
$18.8M +$648K +11,013 +4%
TCM
270
Twele Capital Management
Minnesota
$18.7M -$226K -3,842 -1%
NPI
271
New Perspectives Inc
Mississippi
$18.6M +$887K +15,067 +5%
MWM
272
MTC Wealth Management
Florida
$18.6M -$158K -2,693 -0.9%
NEI
273
Northwest & Ethical Investments
Ontario, Canada
$18.5M -$1.51M -25,600 -8%
CCM
274
Coldstream Capital Management
Washington
$18.2M +$17.4M +295,242 New
CIC
275
Cutler Investment Counsel
Oregon
$18.2M -$84.5K -1,436 -0.5%

IEFA Hedge Fund Activity: Q4 2022 in Review

1,525 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q4 2022, worth a combined $76.8B — up 22% from $63.1B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new IEFA positions and 89 closed out — a net gain of 143 holders — while 591 added to existing stakes and 596 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $1.86B. The largest seller was PNC Financial Services Group, cutting an estimated $279M.

  • 1,525 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q4 2022, up from 1,411 in Q3 2022.
  • Funds reported $76.8B of iShares Core MSCI EAFE ETF stock for Q4 2022, up 22% quarter-over-quarter.
  • 232 funds opened new iShares Core MSCI EAFE ETF positions in Q4 2022 and 89 closed out, a net change of +143 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q4 2022 was Jones Financial Companies, an estimated $1.86B added.
  • The largest iShares Core MSCI EAFE ETF seller in Q4 2022 was PNC Financial Services Group, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2022.