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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
SQA
351
Simon Quick Advisors
New Jersey
$12.7M -$799K -13,578 -6%
FCA
352
FinTrust Capital Advisors
South Carolina
$12.6M -$74.5K -1,266 -0.6%
HWMA
353
Heritage Wealth Management (Arizona)
Arizona
$12.6M +$6.28M +106,747 +109%
PCIG
354
Partners Capital Investment Group
Massachusetts
$12.6M -$2.93M -49,822 -20%
TPCW
355
TD Private Client Wealth
New York
$12.6M -$36.4K -618 -0.3%
AWM
356
Apollon Wealth Management
South Carolina
$12.5M -$2.09M -35,493 -15%
MM
357
Main Management
California
$12.5M -$297K -5,044 -2%
LBC
358
Lowe Brockenbrough & Co
Virginia
$12.5M -$296K -5,025 -2%
RCA
359
Resonant Capital Advisors
Wisconsin
$12.5M -$838K -14,243 -7%
PPWP
360
Proquility Private Wealth Partners
Nevada
$12.5M -$224K -3,799 -2%
FAIM
361
Financial Advocates Investment Management
Washington
$12.4M +$1.46M +24,820 +14%
AT
362
Arvest Trust
Oklahoma
$12.4M +$216K +3,668 +2%
IL
363
Investure LLC
Virginia
$12.3M -$3.13M -53,140 -21%
MWA
364
Martel Wealth Advisors
Washington
$12.3M +$6.05M +102,773 +106%
IA
365
IFP Advisors
Florida
$12.3M -$638K -10,838 -6%
ACM
366
Avalon Capital Management
California
$12.3M +$11.7M +199,402 New
ELI
367
Empire Life Investments
Ontario, Canada
$12.2M -$662K -11,250 -5%
ICG
368
InterOcean Capital Group
Tennessee
$12.2M +$4.67M +79,326 +67%
WFAG
369
Wescott Financial Advisory Group
Pennsylvania
$12.2M +$3.24M +55,010 +39%
HWAM
370
Hennion & Walsh Asset Management
New Jersey
$12.1M +$36.1K +614 +0.3%
ONB
371
Old National Bancorp
Indiana
$11.9M +$210K +3,573 +2%
CA
372
Cambridge Associates
Massachusetts
$11.8M +$3.64M +61,871 +48%
TYCC
373
Texas Yale Capital Corp
Florida
$11.6M +$126K +2,147 +1%
PW
374
Peninsula Wealth
California
$11.6M +$16.3K +277 +0.1%
EWA
375
Encompass Wealth Advisors
Oregon
$11.5M -$438K -7,438 -4%

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.