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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
COPPSERS
601
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.09M -$1.35M -23,000 -26%
DWT
602
Dorsey & Whitney Trust
South Dakota
$4.08M -$388K -6,587 -9%
SS
603
Sunbelt Securities
Texas
$4.06M +$211K +3,590 +6%
FFA
604
Fi3 Financial Advisors
Indiana
$4.06M +$3.87M +65,789 New
GP
605
Girard Partners
Pennsylvania
$4.05M +$3.86M +65,646 New
EA
606
Emerald Advisors
Washington
$4.03M -$260K -4,419 -6%
BAM
607
Baldrige Asset Management
Pennsylvania
$4.03M +$155K +2,626 +4%
WWP
608
Waypoint Wealth Partners
California
$4.02M +$6.95K +118 +0.2%
CA
609
Centerpoint Advisors
Massachusetts
$4.01M +$3.82M +64,927 +52,786%
Bessemer Group
610
Bessemer Group
New Jersey
$3.99M +$230K +3,902 +6%
BRM
611
Boston Research & Management
Massachusetts
$3.99M +$71.1K +1,208 +2%
APW
612
Acima Private Wealth
Virginia
$3.98M -$563K -9,574 -13%
SFM
613
Signet Financial Management
New Jersey
$3.97M +$3.79M +64,437 New
ATPW
614
Ashton Thomas Private Wealth
Arizona
$3.96M +$205K +3,483 +6%
AWMG
615
Alliance Wealth Management Group
New Jersey
$3.9M +$438K +7,439 +13%
SC
616
Seldon Capital
California
$3.85M
CAP
617
Columbia Advisory Partners
Washington
$3.82M +$1M +17,048 +38%
SFA
618
Source Financial Advisors
New York
$3.82M +$2.14M +36,359 +142%
CFD
619
Creative Financial Designs
Indiana
$3.82M +$805K +13,686 +28%
MA
620
Mutual Advisors
Nebraska
$3.8M +$764K +12,982 +27%
SSW
621
Smith Shellnut Wilson
Mississippi
$3.8M -$149K -2,527 -4%
ST
622
Spinnaker Trust
Maine
$3.73M -$2.35K -40 -0.1%
GLA
623
Great Lakes Advisors
Illinois
$3.73M +$1.56M +26,545 +6%
TC
624
TAGStone Capital
North Carolina
$3.7M -$22K -373 -0.6%
SCA
625
Southern Capital Advisors
Tennessee
$3.68M -$5.07M -86,195 -59%

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.