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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
CAC
651
Certified Advisory Corp
Florida
$3.26M +$523K +8,886 +20%
KFP
652
KB Financial Partners
New Jersey
$3.23M +$3.08M +52,315 New
AFO
653
Allie Family Office
Florida
$3.18M +$110K +1,863 +4%
FBA
654
Front Barnett Associates
Illinois
$3.18M -$45.6K -775 -1%
CL
655
COWA LLC
Oklahoma
$3.18M -$535K -9,089 -19%
FC
656
Fulcrum Capital
Washington
$3.17M +$3.02M +51,352 New
PWAG
657
Polaris Wealth Advisory Group
California
$3.16M +$2.87M +48,804 New
ZIM
658
Zacks Investment Management
Illinois
$3.15M +$228K +3,878 +8%
AG
659
Ascent Group
Virginia
$3.13M -$98.5K -1,673 -3%
KWA
660
KCS Wealth Advisory
California
$3.1M +$57.3K +973 +2%
FWP
661
FAS Wealth Partners
Kansas
$3.08M +$662K +11,240 +29%
IWA
662
Icon Wealth Advisors
Texas
$3.05M -$68.2K -1,159 -2%
STA
663
Summit Trail Advisors
New York
$3.04M -$50.3K -854 -2%
HIA
664
Harbor Investment Advisory
Maryland
$3.01M +$90.2K +1,533 +3%
TWM
665
Tanglewood Wealth Management
Texas
$3M +$1.33M +22,656 +87%
EFM
666
Eley Financial Management
Vermont
$3M +$2.86M +48,626 New
LWANC
667
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.99M +$337K +5,731 +13%
AIM
668
Aspen Investment Management
Michigan
$2.99M -$64.7K -1,099 -2%
SS
669
Simplicity Solutions
Minnesota
$2.98M -$730K -12,397 -20%
EWM
670
Endowment Wealth Management
Wisconsin
$2.98M -$35.1K -596 -1%
MBFW
671
Morton Brown Family Wealth
Pennsylvania
$2.97M +$373K +6,338 +15%
ATC
672
Argent Trust Co
Tennessee
$2.96M -$4.86M -82,503 -63%
KCM
673
Kanawha Capital Management
Virginia
$2.95M -$109K -1,850 -4%
TA
674
TFB Advisors
Kansas
$2.95M +$2.81M +47,804 New
RZH
675
Relyea Zuckerberg Hanson
Connecticut
$2.94M +$667K +11,329 +31%

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.