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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
TCA
476
Transcend Capital Advisors
New Jersey
$6.99M +$172K +2,925 +3%
GIA
477
Gladstone Institutional Advisory
Florida
$6.98M -$1.03M -17,498 -13%
KHC
478
Koesten Hirschmann & Crabtree
Kansas
$6.88M +$6.57M +111,610 New
KFP
479
KMG Fiduciary Partners
Ohio
$6.84M +$2.62M +44,449 +67%
FDCDDQ
480
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.8M +$108K +1,828 +2%
LF
481
Lee Financial
Texas
$6.77M -$63.9K -1,085 -1%
AHC
482
Anderson Hoagland & Co
Missouri
$6.76M -$1.43M -24,338 -19%
RPC
483
Rossmore Private Capital
Connecticut
$6.74M -$3.4M -57,771 -35%
MWAM
484
Manhattan West Asset Management
California
$6.73M +$59 +1 +0%
TA
485
Tectonic Advisors
Texas
$6.72M +$1.09M +18,500 +20%
SCM
486
SCS Capital Management
Massachusetts
$6.72M -$103K -1,745 -2%
CWM
487
Calamos Wealth Management
Illinois
$6.7M +$2.21M +37,478 +53%
ACM
488
Armbruster Capital Management
New York
$6.68M +$416K +7,060 +7%
KWMG
489
King Wealth Management Group
Florida
$6.63M -$670K -11,381 -10%
JHCP
490
Jackson Hole Capital Partners
Oklahoma
$6.62M -$568K -9,651 -8%
EFL
491
ERn Financial LLC
Wisconsin
$6.62M +$1.5M +25,467 +31%
NRW
492
Nova R Wealth
Kansas
$6.62M +$1.27M +21,529 +25%
HCA
493
Heck Capital Advisors
Wisconsin
$6.61M -$9.77M -165,948 -61%
GL
494
Graypoint LLC
New York
$6.56M -$43.8K -745 -0.7%
TSS
495
Two Sigma Securities
New York
$6.54M -$4.07M -69,155 -39%
FPCP
496
Fort Point Capital Partners
California
$6.54M +$434K +7,374 +7%
CIM
497
CIM Investment Management
Pennsylvania
$6.52M +$58.4K +993 +0.9%
Millennium Management
498
Millennium Management
New York
$6.52M +$6.23M +105,830 New
ACP
499
Aveo Capital Partners
Colorado
$6.49M -$296K -5,029 -5%
MYIA
500
Mount Yale Investment Advisors
Colorado
$6.49M +$5.28M +89,665 +575%

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.