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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
PWM
376
Perigon Wealth Management
California
$11.4M +$6.29M +106,835 +137%
FA
377
FDx Advisors
Illinois
$11.3M -$1.41M -23,892 -11%
CGA
378
Crescent Grove Advisors
Illinois
$11.3M +$1.4M +23,791 +15%
SF
379
Symphony Financial
Texas
$11.3M +$2.43M +41,289 +31%
JFGIW
380
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.2M +$110K +1,869 +1%
JWA
381
JFS Wealth Advisors
Pennsylvania
$11.2M +$2.1M +35,763 +25%
GCM
382
G2 Capital Management
Ohio
$11.2M +$10.6M +180,953 New
SMI
383
Shelter Mutual Insurance
Missouri
$11.1M
Acadian Asset Management
384
Acadian Asset Management
Massachusetts
$11.1M -$2.35M -39,945 -18%
MWA
385
Motive Wealth Advisors
Michigan
$11.1M +$2.05M +34,809 +24%
DL
386
DOHJ LLC
Washington
$11M -$3.9M -66,345 -27%
OFW
387
Omnia Family Wealth
Florida
$11M +$10.5M +178,277 New
JPG
388
Jordan Park Group
California
$10.9M -$1.94M -33,005 -16%
Qube Research & Technologies (QRT)
389
Qube Research & Technologies (QRT)
United Kingdom
$10.9M +$10.4M +176,888 New
FCT
390
Family Capital Trust
Massachusetts
$10.9M -$9.89K -168 -0.1%
WS
391
Wela Strategies
Georgia
$10.9M +$78.2K +1,328 +0.8%
SWM
392
Spire Wealth Management
Virginia
$10.9M -$138K -2,349 -1%
WPW
393
Waldron Private Wealth
Pennsylvania
$10.7M
TIM
394
Tortoise Investment Management
New York
$10.7M +$38.4K +652 +0.4%
EC
395
Estate Counselors
Wisconsin
$10.6M +$10.1M +172,045 New
GAM
396
Gotham Asset Management
New York
$10.6M -$594K -10,097 -6%
CL
397
Choreo LLC
Illinois
$10.6M +$897K +15,246 +10%
RTC
398
Riverview Trust Company
Washington
$10.4M -$1.66M -28,200 -14%
HIMC
399
Heritage Investors Management Corp
Maryland
$10.4M +$33.3K +565 +0.3%
VC
400
Veery Capital
Delaware
$10.3M +$588K +9,987 +6%

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.