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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
LNC
751
Lincoln National Corp
Pennsylvania
$2.08M -$2.43M -41,273 -55%
IAA
752
Independent Advisor Alliance
North Carolina
$2.07M +$33.1K +562 +2%
SFG
753
Sovereign Financial Group
Connecticut
$2.07M +$136K +2,306 +7%
DADC
754
D.A. Davidson & Co
Montana
$2.06M -$2.5M -42,454 -56%
CFA
755
CWS Financial Advisors
Michigan
$2.05M -$294K -4,995 -15%
RFG
756
Range Financial Group
Oregon
$2.04M +$75.3K +1,280 +4%
OFG
757
Oxford Financial Group
Indiana
$2.04M +$1.9M +32,201 +3,917%
MA
758
Montag & Associates
Georgia
$2.03M +$1.94M +32,884 +74,736%
AF
759
Advisornet Financial
Minnesota
$2M -$315K -5,356 -14%
LWA
760
Lineweaver Wealth Advisors
Ohio
$1.99M -$20.8K -354 -1%
SYBT
761
Stock Yards Bank & Trust
Kentucky
$1.98M +$7.36K +125 +0.4%
HR
762
Howe & Rusling
New York
$1.98M -$208K -3,535 -10%
WWM
763
Western Wealth Management
Colorado
$1.97M -$2.93M -49,825 -61%
EW
764
Enzi Wealth
Texas
$1.95M -$241K -4,087 -12%
VAS
765
Vestmark Advisory Solutions
Massachusetts
$1.94M +$952K +16,176 +106%
KOMWMG
766
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.94M -$997K -16,942 -35%
RPSA
767
Richard P. Slaughter Associates
Texas
$1.94M +$1.18M +19,966 +174%
MIM
768
Macroview Investment Management
Maryland
$1.93M -$12.3K -209 -0.7%
PFS
769
Prospera Financial Services
Texas
$1.93M -$160K -2,711 -8%
EPA
770
Element Pointe Advisors
Florida
$1.92M +$1.84M +31,222 New
CWC
771
Carolinas Wealth Consulting
North Carolina
$1.92M -$359K -6,098 -16%
MSWMA
772
Market Street Wealth Management Advisors
Indiana
$1.92M +$34.1K +580 +2%
CP
773
Capital Planning
Washington
$1.92M +$103K +1,743 +6%
CT
774
Colonial Trust
South Carolina
$1.92M +$139K +2,357 +8%
VC
775
Veracity Capital
Georgia
$1.9M -$19.3K -328 -1%

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.