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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
HCM
676
Hollencrest Capital Management
California
$2.93M -$348K -5,917 -11%
CTA
677
Chesley Taft & Associates
Illinois
$2.92M -$831K -14,125 -23%
PFM
678
Phillips Financial Management
Indiana
$2.92M -$1.1M -18,682 -28%
PTC
679
Private Trust Company
Ohio
$2.88M -$192K -3,259 -7%
Nisa Investment Advisors
680
Nisa Investment Advisors
Missouri
$2.88M +$82.4K +1,400 +3%
NCM
681
Next Capital Management
New York
$2.88M +$851K +14,463 +45%
VIA
682
Vickerman Investment Advisors
Washington
$2.87M -$1.8M -30,544 -40%
PM
683
Pembroke Management
Quebec, Canada
$2.87M -$201K -3,410 -7%
GM
684
GeoWealth Management
Illinois
$2.86M +$1.18M +20,045 +76%
HSWM
685
Hubbell Strickland Wealth Management
Louisiana
$2.84M -$148K -2,522 -5%
WIA
686
World Investment Advisors
California
$2.84M -$412K -6,994 -13%
BIA
687
Bigelow Investment Advisors
Maine
$2.82M +$265K +4,499 +11%
BAG
688
Briggs Advisory Group
Rhode Island
$2.79M -$497K -8,444 -16%
MCCA
689
Mill Creek Capital Advisors
Pennsylvania
$2.78M +$2.65M +45,045 New
IC
690
Innealta Capital
Texas
$2.75M +$503K +8,549 +24%
EWA
691
EP Wealth Advisors
California
$2.74M -$178K -3,031 -6%
OC
692
Oppenheimer & Co
New York
$2.73M -$350K -5,943 -12%
SRC
693
Shufro Rose & Co
New York
$2.72M +$709K +12,054 +38%
SBL
694
Sargent Bickham Lagudis
Colorado
$2.72M +$846K +14,373 +48%
AFS
695
Annapolis Financial Services
Maryland
$2.72M -$114K -1,934 -4%
JJBC
696
James J. Burns & Company
New York
$2.67M +$534K +9,073 +27%
CIR
697
Clear Investment Research
Georgia
$2.65M -$196K -3,336 -7%
SC
698
Stephens Consulting
Michigan
$2.65M +$869K +14,771 +52%
FTS
699
Fifth Third Securities
Ohio
$2.64M -$374K -6,348 -13%
PA
700
Procyon Advisors
Connecticut
$2.63M +$1.42M +24,121 +130%

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.