We are live on ! Find out more
IEFA icon

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
SL
701
SWMG LLC
Texas
$2.62M +$1.16M +19,711 +86%
SAM
702
Silvercrest Asset Management
New York
$2.62M -$260K -4,421 -9%
PI
703
Parkside Investments
Illinois
$2.58M +$316K +5,375 +15%
FNWM
704
Financial Network Wealth Management
Utah
$2.58M +$487K +8,275 +25%
CWM
705
Capital Wealth Management
Rhode Island
$2.57M +$94.1K +1,599 +4%
WAM
706
Wakefield Asset Management
Colorado
$2.57M +$33.1K +562 +1%
CT
707
Cambridge Trust
Massachusetts
$2.53M +$1.99M +33,831 +471%
AC
708
Apella Capital
Connecticut
$2.52M +$666K +11,317 +38%
DW
709
Domani Wealth
Pennsylvania
$2.52M +$2.41M +40,949 New
WA
710
Waverly Advisors
Alabama
$2.52M +$12.7K +216 +0.5%
AI
711
Axiom Investors
Connecticut
$2.5M -$1.98M -33,600 -45%
JWCA
712
J.W. Cole Advisors
Florida
$2.49M -$102K -1,739 -4%
BSW
713
Buckingham Strategic Wealth
Missouri
$2.49M -$85.7K -1,456 -3%
DP
714
Denver PWM
Colorado
$2.49M +$1.13M +19,135 +90%
BWM
715
Boyd Wealth Management
California
$2.49M -$1.33M -22,520 -36%
TI
716
tru Independence
Oregon
$2.49M -$76.5K -1,300 -3%
HT
717
Heritage Trust
Oklahoma
$2.48M -$3.59K -61 -0.2%
PAM
718
Peninsula Asset Management
Florida
$2.48M -$106K -1,795 -4%
SFA
719
Sequoia Financial Advisors
Ohio
$2.47M +$1.07M +18,216 +83%
MSWM
720
McGlone Suttner Wealth Management
Wisconsin
$2.46M +$2.35M +39,856 New
CFP
721
Cypress Financial Planning
New Jersey
$2.43M +$171K +2,899 +8%
WSFS
722
Wilmington Savings Fund Society
Delaware
$2.41M -$47.1K -800 -2%
NFG
723
Nations Financial Group
Iowa
$2.41M -$109K -1,845 -5%
RC
724
Rovin Capital
Arizona
$2.39M +$2.28M +38,772 New
PAM
725
Palisade Asset Management
Minnesota
$2.39M +$1M +17,075 +79%

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.