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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
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$449M +$172M +2,924,692 +67%
Jane Street
27
Jane Street
New York
$445M +$37.5M +637,456 +10%
AllianceBernstein
28
AllianceBernstein
Tennessee
$426M +$8.82M +149,821 +2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$424M +$61.7M +1,048,361 +18%
AssetMark Inc
30
AssetMark Inc
California
$417M -$7.56M -128,413 -2%
Ameriprise
31
Ameriprise
Minnesota
$382M -$56.4M -957,875 -13%
Mariner
32
Mariner
Kansas
$380M +$16M +272,085 +5%
Truist Financial
33
Truist Financial
North Carolina
$364M -$12.4M -210,118 -3%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$359M -$9.62M -163,432 -3%
Cerity Partners
35
Cerity Partners
New York
$353M -$47.8M -811,699 -16%
KeyBank National Association
36
KeyBank National Association
Ohio
$338M +$69.6K +1,182 +0%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$331M +$83M +1,409,823 +36%
SEI Investments
38
SEI Investments
Pennsylvania
$325M -$176M -2,998,183 -36%
Franklin Resources
39
Franklin Resources
California
$303M -$48.3M -820,203 -14%
Members Trust
40
Members Trust
Florida
$297M -$715K -12,141 -0.3%
AA
41
Alesco Advisors
New York
$284M -$10.3M -175,591 -4%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$273M +$56.9M +966,619 +28%
GSIS
43
Global Strategic Investment Solutions
Arizona
$270M -$178M -3,016,264 -41%
Osaic Holdings
44
Osaic Holdings
Arizona
$266M -$15.6M -265,601 -6%
CPCM
45
Cornerstone Partners Capital Management
Virginia
$259M +$11.3M +191,172 +5%
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$251M +$3.5M +59,516 +1%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$250M -$25.1M -425,961 -10%
TAIM
48
TD Ameritrade Investment Management
Nebraska
$247M -$9.09M -154,369 -4%
HighTower Advisors
49
HighTower Advisors
Illinois
$246M +$60M +1,018,832 +34%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$236M -$9.93M -168,648 -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.