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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
LWA
276
LWS Wealth Advisors
New Jersey
$18.2M -$170K -2,896 -1%
CFP
277
Catalyst Financial Partners
Massachusetts
$18.1M +$17.3M +294,172 New
FMWA
278
Forvis Mazars Wealth Advisors
Missouri
$18M +$2.39M +40,631 +16%
RDFA
279
Ritter Daniher Financial Advisory
Ohio
$17.9M +$8.69M +147,616 +103%
Prudential Financial
280
Prudential Financial
New Jersey
$17.9M +$7.6M +129,126 +80%
FNBTCON
281
First National Bank & Trust Co of Newtown
Pennsylvania
$17.9M +$4.41K +75 +0%
CWM
282
Congress Wealth Management
Massachusetts
$17.8M -$2.57M -43,639 -13%
VFA
283
Valeo Financial Advisors
Indiana
$17.8M +$2M +34,028 +13%
FCAM
284
First Citizens Asset Management
North Carolina
$17.7M +$646K +10,980 +4%
SIC
285
Shoker Investment Counsel
Ohio
$17.6M +$6.04M +102,695 +56%
MWM
286
Marion Wealth Management
Pennsylvania
$17.5M +$3.22M +54,645 +24%
UOMF
287
University of Massachusetts Foundation
Massachusetts
$17.4M +$89.9K +1,527 +0.5%
RCG
288
Rock Creek Group
District of Columbia
$17.4M -$7.33M -124,594 -37%
GWSA
289
Global Wealth Strategies & Associates
Colorado
$17.4M +$16.6M +282,554 New
LFA
290
Legacy Financial Advisors
Kentucky
$17.3M +$730K +12,401 +5%
PCMC
291
Private Capital Management (Colorado)
Colorado
$17.3M +$153K +2,598 +0.9%
BFM
292
Broadview Financial Management
Wisconsin
$17.2M -$838K -14,243 -5%
RWB
293
RMR Wealth Builders
New Jersey
$17.1M +$1.13M +19,206 +7%
RVPG
294
Relative Value Partners Group
$17.1M +$1.4M +23,816 +9%
JF
295
JSF Financial
California
$17.1M +$1.08M +18,369 +7%
SW
296
SVB Wealth
Massachusetts
$17M +$5.35M +90,986 +49%
WPA
297
West Paces Advisors
Georgia
$16.7M +$1.07M +18,199 +7%
HCM
298
Hudson Capital Management
New Jersey
$16.7M -$1.19M -20,202 -7%
Natixis Advisors
299
Natixis Advisors
Massachusetts
$16.5M +$10.9M +185,653 +227%
BB
300
Berkshire Bank
Massachusetts
$16.3M +$1.28M +21,667 +9%

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.