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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
BSSFA
626
Baron Silver Stevens Financial Advisors
Florida
$3.65M -$31.1K -529 -0.9%
PA
627
Prism Advisors
California
$3.64M -$235K -3,998 -6%
ECM
628
Evergreen Capital Management
Washington
$3.63M -$71.6K -1,216 -2%
PFPT
629
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.61M -$1.83M -31,019 -35%
EW
630
Element Wealth
Mississippi
$3.6M -$125K -2,118 -3%
AWM
631
Alterna Wealth Management
Texas
$3.59M +$3.43M +58,255 New
BWM
632
Birchcreek Wealth Management
Ohio
$3.59M +$20K +339 +0.6%
AL
633
ADE LLC
Maryland
$3.53M -$1.96M -33,307 -37%
ICP
634
Interchange Capital Partners
Pennsylvania
$3.52M +$881K +14,963 +35%
WP
635
WealthSource Partners
California
$3.5M -$459K -7,794 -12%
GT
636
Glenmede Trust
Pennsylvania
$3.5M +$186K +3,166 +6%
CIAS
637
Capital Investment Advisory Services
North Carolina
$3.48M +$11.9K +203 +0.4%
DB
638
Dravo Bay
Delaware
$3.46M +$291K +4,937 +10%
CM
639
Columbus Macro
Pennsylvania
$3.42M -$261K -4,434 -7%
DAS
640
Dynamic Advisor Solutions
Arizona
$3.42M +$2.18M +36,960 +200%
MCA
641
MSH Capital Advisors
Arizona
$3.41M -$125K -2,131 -4%
FG
642
Fiduciary Group
Georgia
$3.41M +$1.38M +23,464 +74%
FUBT
643
First United Bank & Trust
Maryland
$3.4M -$57.5K -977 -2%
VI
644
Vestcor Inc
New Brunswick, Canada
$3.37M +$35K +595 +1%
CFO
645
CVA Family Office
Colorado
$3.36M -$2.25M -38,238 -41%
WPWM
646
Windward Private Wealth Management
Kansas
$3.35M +$1.16M +19,636 +57%
CIAS
647
CFS Investment Advisory Services
New Jersey
$3.33M -$217M -3,690,682 -99%
AAS
648
Ameritas Advisory Services
Nebraska
$3.31M +$729K +12,384 +30%
GTAM
649
Global Trust Asset Management
Florida
$3.3M -$409K -6,953 -11%
WAP
650
Wealthcare Advisory Partners
Pennsylvania
$3.27M -$6.71M -113,930 -68%

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.