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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
1832 Asset Management
526
1832 Asset Management
Ontario, Canada
$5.66M -$137M -2,323,692 -96%
AWM
527
Abound Wealth Management
Tennessee
$5.64M +$217K +3,690 +4%
AFS
528
Amtrust Financial Services
New York
$5.55M
FFS
529
Founders Financial Securities
Maryland
$5.53M +$2.98M +50,667 +130%
BCM
530
Brookstone Capital Management
Illinois
$5.46M -$657K -11,165 -12%
WFA
531
Wade Financial Advisory
California
$5.43M -$1.52M -25,759 -23%
TTWM
532
TCV Trust & Wealth Management
Virginia
$5.42M +$782K +13,287 +18%
PCA
533
Providence Capital Advisors
North Carolina
$5.39M -$31.7K -539 -0.6%
CA
534
Cornerstone Advisory
Maryland
$5.37M +$2.24M +38,061 +77%
OFG
535
Omega Financial Group
California
$5.37M -$235K -4,001 -4%
LWP
536
Lumature Wealth Partners
Georgia
$5.36M -$232K -3,950 -4%
RA
537
Rodgers & Associates
Pennsylvania
$5.35M -$391K -6,652 -7%
RWPA
538
Richard W. Paul & Associates
Michigan
$5.31M +$5.07M +86,123 New
BFG
539
Bleakley Financial Group
New Jersey
$5.3M +$5.06M +85,970 New
RTL
540
Red Tortoise LLC
Georgia
$5.29M +$5.05M +85,810 New
WDG
541
Wealth Dimensions Group
Ohio
$5.27M +$653K +11,091 +15%
IP
542
Investment Partners
Ohio
$5.26M -$765K -12,998 -13%
SGCA
543
Steel Grove Capital Advisors
Tennessee
$5.22M +$497K +8,444 +11%
PSCM
544
Per Stirling Capital Management
Texas
$5.22M +$4.98M +84,637 New
Deutsche Bank
545
Deutsche Bank
Germany
$5.22M +$2.98M +50,637 +149%
SXL
546
Summit X LLC
Missouri
$5.17M +$1.45M +24,608 +39%
PS
547
Planned Solutions
California
$5.17M +$22.1K +376 +0.5%
BWM
548
BCS Wealth Management
Tennessee
$5.16M
BTI
549
Blue Trust Inc
Georgia
$5.15M +$5.45M +92,566 +1,770%
PFM
550
Peak Financial Management
Massachusetts
$5.11M +$154K +2,623 +3%

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.