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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
RIA
301
Retirement Investment Advisors
Oklahoma
$16.2M +$15.5M +262,787 New
SIC
302
Sigma Investment Counselors
Michigan
$16.2M +$217K +3,684 +1%
FWM
303
Fairhaven Wealth Management
Illinois
$16.1M +$227K +3,851 +1%
MF
304
Montis Financial
Massachusetts
$16.1M -$2.4M -40,724 -14%
ACS
305
Archford Capital Strategies
Illinois
$16M +$3.01M +51,179 +25%
NL
306
NWAM LLC
Washington
$15.9M -$422K -7,162 -3%
DC
307
Davenport & Co
Virginia
$15.7M +$1.14M +19,368 +8%
SRSA
308
S.R. Schill & Associates
Washington
$15.6M -$632K -10,740 -4%
BBNA
309
Bremer Bank National Association
Minnesota
$15.5M -$2.3M -39,134 -13%
WA
310
Wealth Architects
California
$15.4M +$2.72M +46,262 +23%
RA
311
Rational Advisors
New York
$15.4M +$14.7M +250,079 New
TCM
312
Towercrest Capital Management
Pennsylvania
$15.4M +$1.06M +18,021 +8%
SIA
313
Strategic Investment Advisors
Michigan
$15M -$567K -9,637 -4%
MAM
314
Meeder Asset Management
Ohio
$14.9M -$26.4M -448,439 -65%
American Century Companies
315
American Century Companies
Missouri
$14.8M -$6.72M -114,100 -32%
FDCC
316
Foster Dykema Cabot & Co
Massachusetts
$14.6M -$3.13M -53,110 -18%
OCM
317
One Capital Management
California
$14.6M +$2.76M +46,954 +25%
IAN
318
Integrated Advisors Network
Texas
$14.6M +$527K +8,950 +4%
CB
319
Commerce Bank
Missouri
$14.5M +$382K +6,488 +3%
CWAF
320
Core Wealth Advisors (Florida)
Florida
$14.5M -$642K -10,904 -4%
AA
321
Argent Advisors
Louisiana
$14.4M +$115K +1,946 +0.8%
NCM
322
Neumann Capital Management
California
$14.3M +$5.33M +90,600 +64%
CA
323
Crewe Advisors
Utah
$14.3M +$12.9M +218,887 +1,659%
PAS
324
Park Avenue Securities
New York
$14.3M +$2.7M +45,820 +25%
KFAA
325
Klaas Financial Asset Advisors
Illinois
$14.2M -$314K -5,329 -2%

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.