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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
S
51
SignatureFD
Georgia
$230M +$15.7M +266,901 +8%
BBHC
52
Brown Brothers Harriman & Co
New York
$227M +$6.57M +111,691 +3%
AAS
53
Avantax Advisory Services
Texas
$207M +$4.57M +77,687 +2%
CAM
54
Cresset Asset Management
Illinois
$206M -$52.7M -895,494 -21%
Charles Schwab
55
Charles Schwab
California
$204M -$33.1M -562,230 -15%
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$194M +$12.4M +211,091 +7%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$167M -$10.2M -172,555 -6%
Creative Planning
58
Creative Planning
Kansas
$164M -$6.41M -108,981 -4%
FHB
59
First Hawaiian Bank
Hawaii
$162M +$2.5M +42,405 +2%
HCC
60
Hirtle Callaghan & Co
Pennsylvania
$158M +$678K +11,521 +0.5%
FCBT
61
First Citizens Bank & Trust
North Carolina
$155M +$1.55M +26,268 +1%
CS
62
Credit Suisse
Switzerland
$153M -$53M -900,000 -27%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$152M +$37.3M +633,440 +34%
GT
64
Greenleaf Trust
Michigan
$152M -$5.41M -91,966 -4%
CCWA
65
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$140M -$5.36M -91,044 -4%
BP
66
Ballentine Partners
Massachusetts
$140M +$7.72M +131,174 +6%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$139M +$47.1M +800,348 +55%
MMI
68
Matson Money Inc
Ohio
$128M +$2.8M +47,599 +2%
HTC
69
Haverford Trust Company
Pennsylvania
$127M -$7.22M -122,696 -6%
BB
70
Bell Bank
North Dakota
$126M -$5.7M -96,868 -5%
PP
71
Passaic Partners
New Jersey
$125M -$15.5M -262,741 -11%
CFG
72
Citizens Financial Group
Rhode Island
$123M -$10.4M -176,858 -8%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M +$8.77M +149,054 +8%
PFA
74
Pure Financial Advisors
California
$119M +$13.6M +230,423 +14%
N
75
Nuveen
North Carolina
$117M -$130M -2,208,800 -54%

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.