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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
HH
401
Hilltop Holdings
Texas
$10.2M +$8.16M +138,623 +502%
PP
402
PDS Planning
Ohio
$10.2M +$880K +14,948 +10%
SGI
403
Summit Global Investments
Utah
$10.2M +$631K +10,723 +7%
CST
404
Charles Schwab Trust
Nevada
$10.1M -$1.17M -19,913 -11%
HWM
405
HB Wealth Management
Georgia
$10.1M +$5.17M +87,864 +116%
HF
406
Halpern Financial
Virginia
$10.1M +$24.5K +416 +0.3%
PGA
407
Portland Global Advisors
Maine
$10M -$3.88M -65,889 -29%
SRC
408
Sage Rhino Capital
California
$10M -$80.7K -1,372 -0.8%
FHA
409
First Horizon Advisors
Tennessee
$10M +$3.64M +61,865 +61%
OPS
410
Orion Portfolio Solutions
Nebraska
$10M -$1.13M -19,219 -11%
AFC
411
Adaptive Financial Consulting
Ohio
$9.98M +$186K +3,164 +2%
ADL
412
Asset Dedication LLC
California
$9.94M -$225K -3,822 -2%
NEAM
413
New England Asset Management
Connecticut
$9.92M +$465K +7,900 +5%
LCC
414
Lincoln Capital Corp
Rhode Island
$9.92M +$1.53M +25,987 +19%
LL
415
LPWM LLC
Minnesota
$9.7M -$964K -16,383 -10%
RSWM
416
Robertson Stephens Wealth Management
California
$9.57M +$4.75M +80,788 +108%
AL
417
Aspiriant LLC
California
$9.57M +$490K +8,328 +6%
CI
418
Conning Inc
Connecticut
$9.56M
LRWA
419
Long Run Wealth Advisors
New York
$9.53M +$36.3K +617 +0.4%
ABC
420
Associated Banc-Corp
Wisconsin
$9.52M +$628K +10,676 +7%
HCA
421
Harbour Capital Advisors
Virginia
$9.42M -$63.9K -1,085 -0.7%
ISWM
422
Independent Solutions Wealth Management
New York
$9.35M -$737K -12,523 -8%
AA
423
Ancora Advisors
Ohio
$9.24M -$2.6M -44,244 -23%
SFO
424
Stokes Family Office
Louisiana
$9.24M -$396K -6,721 -4%
NB
425
NBT Bank
New York
$9.22M +$211K +3,590 +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.