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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
HI
576
Harbour Investments
Wisconsin
$4.53M +$510K +8,669 +13%
AWM
577
Axxcess Wealth Management
California
$4.53M +$918K +15,597 +27%
DWM
578
Defined Wealth Management
Oregon
$4.52M +$596K +10,131 +16%
OHWP
579
Oak Harbor Wealth Partners
North Carolina
$4.49M -$1.35M -22,995 -24%
FCIM
580
Fairview Capital Investment Management
California
$4.48M -$2.23M -37,926 -34%
FSWA
581
Financial Synergies Wealth Advisors
Texas
$4.47M +$3.17M +53,838 +287%
BCA
582
Bray Capital Advisors
Florida
$4.43M -$271K -4,599 -6%
WA
583
Wealth Alliance
New York
$4.39M +$3.76M +63,817 +870%
IIC
584
Integrated Investment Consultants
Michigan
$4.37M -$4.45M -75,665 -52%
FWM
585
Fortress Wealth Management
California
$4.35M +$223K +3,782 +6%
SIA
586
Soltis Investment Advisors
Utah
$4.31M +$925K +15,719 +29%
LNWWM
587
Laird Norton Wetherby Wealth Management
California
$4.28M +$127K +2,155 +3%
HNWAG
588
High Net Worth Advisory Group
Florida
$4.26M -$363K -6,169 -8%
IF
589
Intrua Financial
Texas
$4.25M -$1.26M -21,460 -25%
SF
590
Safeguard Financial
Wisconsin
$4.23M +$751K +12,756 +23%
CFC
591
Client First Capital
California
$4.23M -$320K -5,433 -7%
RBC
592
Roble Belko & Company
Pennsylvania
$4.22M -$8.77K -149 -0.2%
FAM
593
Family Asset Management
South Carolina
$4.2M +$4.01M +68,078 New
BC
594
Bowman & Company
Wisconsin
$4.18M -$251K -4,271 -6%
MNBTD
595
Moody National Bank Trust Division
Texas
$4.18M
TCM
596
Telos Capital Management
California
$4.16M +$280K +4,760 +8%
PAG
597
Private Advisor Group
New Jersey
$4.16M -$1.38M -23,443 -8%
TCB
598
Texas Capital Bancshares
Texas
$4.13M -$446K -7,575 -10%
CT
599
Columbia Trust
Oregon
$4.12M +$1.84M +31,256 +88%
AWA
600
Aletheian Wealth Advisors
Washington
$4.11M +$883K +15,004 +29%

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.