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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
KPWS
426
Kestra Private Wealth Services
Texas
$9.16M +$1.64M +27,836 +23%
GG
427
Gofen & Glossberg
Illinois
$9.15M -$195K -3,319 -2%
SPP
428
Single Point Partners
Massachusetts
$9.03M +$293K +4,974 +4%
SWP
429
Summit Wealth Partners
Florida
$9.02M -$355K -6,026 -4%
AIA
430
Arbor Investment Advisors
North Carolina
$8.99M +$1.83M +31,132 +27%
NWM
431
Northcape Wealth Management
New York
$8.94M -$1.93M -32,728 -18%
KWM
432
Kaydan Wealth Management
Michigan
$8.94M +$7.52M +127,815 +743%
CFGS
433
Concourse Financial Group Securities
Alabama
$8.85M +$872K +14,817 +12%
HAS
434
Holland Advisory Services
Florida
$8.83M -$6.71M -113,981 -44%
WWA
435
WC Walker & Associates
California
$8.82M +$1.64M +27,819 +26%
PCMM
436
Piedmont Capital Management (Montana)
Montana
$8.82M +$8.42M +143,063 New
CWM
437
Concentric Wealth Management
California
$8.76M -$1.47K -25 -0%
SPC
438
Sigma Planning Corp
Michigan
$8.71M -$582K -9,888 -7%
WP
439
WealthShield Partners
North Carolina
$8.67M +$966K +16,417 +13%
MFG
440
Merit Financial Group
Georgia
$8.66M +$2.44M +41,385 +42%
CCMG
441
Clark Capital Management Group
Pennsylvania
$8.65M +$8.26M +140,302 New
RA
442
Riversedge Advisors
Delaware
$8.49M +$1.92M +32,698 +31%
GIA
443
GHP Investment Advisors
Colorado
$8.36M +$3.06M +51,969 +62%
RWP
444
Revolve Wealth Partners
New Jersey
$8.36M +$685K +11,637 +9%
MPCG
445
Matrix Private Capital Group
New York
$8.3M -$261K -4,441 -3%
IC
446
IEQ Capital
California
$8.18M -$490K -8,329 -6%
MCC
447
Money Concepts Capital
Florida
$8.17M -$712K -12,096 -8%
TWM
448
Tanager Wealth Management
United Kingdom
$8.1M +$5.03M +85,413 +186%
SCA
449
Snowden Capital Advisors
New York
$8.1M -$197K -3,340 -2%
BG
450
Bahl & Gaynor
Ohio
$8.08M +$803K +13,651 +12%

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.