We are live on ! Find out more
IEFA icon

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
Citigroup
326
Citigroup
New York
$14M -$23.5M -398,803 -64%
SIA
327
Sovereign Investment Advisors
Arizona
$13.8M +$71.3K +1,211 +0.5%
WT
328
Washington Trust
Rhode Island
$13.7M -$793K -13,466 -6%
ISB
329
Iowa State Bank
Iowa
$13.7M +$3.19M +54,214 +32%
GPA
330
Guidance Point Advisors
Massachusetts
$13.6M +$1.38M +23,369 +12%
PFM
331
Parsec Financial Management
North Carolina
$13.6M +$7.66M +130,098 +144%
NW
332
NewEdge Wealth
Pennsylvania
$13.5M +$738K +12,541 +6%
MWP
333
MYCIO Wealth Partners
Pennsylvania
$13.4M +$4.93M +83,824 +63%
PWA
334
Physician Wealth Advisors
Utah
$13.4M -$717K -12,178 -6%
VVP
335
Venture Visionary Partners
Ohio
$13.3M -$2.97M -50,398 -19%
WFA
336
West Financial Advisors
Iowa
$13.3M +$9.96M +169,225 +369%
FCI
337
Financial Counselors Inc
Kansas
$13.3M +$137K +2,324 +1%
HCMT
338
Highland Capital Management (Tennessee)
Tennessee
$13.2M -$191K -3,239 -1%
MW
339
MBL Wealth
North Carolina
$13.2M -$2.75M -46,644 -18%
CCM
340
Condor Capital Management
New Jersey
$13M +$1.67M +28,455 +16%
GRP
341
Global Retirement Partners
California
$13M +$2.94K +50 +0%
EWA
342
Exencial Wealth Advisors
Oklahoma
$13M -$2.32M -39,494 -16%
CWM
343
Curi Wealth Management
North Carolina
$13M +$174K +2,953 +1%
BOPW
344
Brandywine Oak Private Wealth
Pennsylvania
$12.9M +$7.28M +123,705 +144%
PRA
345
Pine Ridge Advisers
New York
$12.9M +$12.3M +209,300 New
GBT
346
Grove Bank & Trust
Florida
$12.8M +$117K +1,980 +1%
CA
347
Cetera Advisors
Colorado
$12.8M +$2.68M +45,569 +28%
GWM
348
Geneos Wealth Management
Colorado
$12.8M +$1.08M +18,296 +10%
RIG
349
RiverFront Investment Group
Virginia
$12.8M +$150M +2,541,503 +900%
LC
350
LCNB Corp
Ohio
$12.7M +$613K +10,410 +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.