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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
HPM
726
Hoxton Planning & Management
West Virginia
$2.38M +$2.27M +38,634 New
1WA
727
180 Wealth Advisors
Washington
$2.35M -$61.6K -1,046 -3%
CWA
728
Canvas Wealth Advisors
Kansas
$2.35M -$157K -2,664 -7%
USCWA
729
U.S. Capital Wealth Advisors
Texas
$2.33M +$163K +2,777 +8%
RC
730
Roundview Capital
New Jersey
$2.33M +$129K +2,191 +6%
WTA
731
Washington Trust Advisors
Massachusetts
$2.32M -$1.32M -22,504 -37%
HSA
732
HBK Sorce Advisory
Pennsylvania
$2.28M +$1.29M +21,889 +145%
Koshinski Asset Management
733
Koshinski Asset Management
Illinois
$2.27M +$1.12M +19,042 +107%
SC
734
Savant Capital
Illinois
$2.26M +$5.17M +87,780 +171%
CSWG
735
Cardinal Strategic Wealth Guidance
Kentucky
$2.26M -$22.5M -382,249 -91%
LIM
736
Leavell Investment Management
Alabama
$2.25M -$34.1K -580 -2%
LC
737
Lavaca Capital
Texas
$2.24M +$1.68M +28,497 +361%
IGWM
738
ICA Group Wealth Management
Colorado
$2.21M -$580K -9,848 -22%
AWM
739
Avior Wealth Management
Nebraska
$2.18M +$643K +10,930 +45%
NSIM
740
North Star Investment Management
Illinois
$2.17M -$17K -289 -0.8%
MWP
741
Madison Wealth Partners
Wisconsin
$2.17M +$1.2M +20,437 +138%
PP
742
PrairieView Partners
Minnesota
$2.16M -$48.8K -830 -2%
ACA
743
Ackerman Capital Advisors
Texas
$2.15M -$1.53K -26 -0.1%
BWIA
744
Bryant Woods Investment Advisors
New York
$2.14M +$109K +1,846 +6%
CTA
745
Colonial Trust Advisors
South Carolina
$2.14M -$88.3K -1,501 -4%
RWA
746
Ropes Wealth Advisors
Massachusetts
$2.13M +$83K +1,411 +4%
HT
747
HighTower Trust
Texas
$2.12M +$70.9K +1,205 +4%
JWM
748
JGP Wealth Management
Oregon
$2.09M +$173K +2,932 +9%
VWM
749
Valley Wealth Managers
New Jersey
$2.09M +$89.8K +1,525 +5%
CGFA
750
Colton Groome Financial Advisors
North Carolina
$2.08M -$35.3K -600 -2%

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.