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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
WIP
776
WealthCare Investment Partners
Rhode Island
$1.9M -$188K -3,187 -9%
SC
777
Schiavi & Co
Delaware
$1.9M +$687K +11,671 +61%
I2I
778
Insight 2811 Inc
Illinois
$1.89M +$115K +1,947 +7%
IAG
779
Investment Advisory Group
Massachusetts
$1.87M -$4.59K -78 -0.3%
NB
780
Northwest Bancshares
Pennsylvania
$1.87M -$116K -1,970 -6%
PPW
781
PACK Private Wealth
Minnesota
$1.86M +$860K +14,613 +94%
MA
782
MAS Advisors
Florida
$1.82M -$299K -5,072 -15%
NWM
783
Northwest Wealth Management
Iowa
$1.82M -$298K -5,070 -15%
HF
784
HRT Financial
New York
$1.81M +$262K +4,444 +18%
FWM
785
Forza Wealth Management
Florida
$1.81M +$1.73M +29,394 New
AR
786
Apeiron RIA
Texas
$1.81M +$1.06M +18,027 +159%
KFGK
787
Keystone Financial Group (Kentucky)
Kentucky
$1.81M +$11.2K +190 +0.7%
LC
788
LTG Capital
Massachusetts
$1.79M +$1.23M +20,934 +256%
4FG
789
4Thought Financial Group
New York
$1.79M -$22.4K -380 -1%
CI Investments Inc
790
CI Investments Inc
Ontario, Canada
$1.79M -$153K -2,600 -8%
PP
791
Prudential plc
United Kingdom
$1.78M +$812K +13,800 +92%
FA
792
Fountainhead AM
New Jersey
$1.77M -$105K -1,790 -6%
VA
793
Valmark Advisers
Ohio
$1.77M +$76.9K +1,307 +5%
PG
794
Patten Group
Tennessee
$1.76M -$325K -5,520 -16%
OCM
795
Objective Capital Management
Ohio
$1.76M -$21.1K -359 -1%
PPC
796
Park Place Capital
Alabama
$1.76M +$1.68M +28,553 New
FI
797
Financial Insights
Washington
$1.74M +$1.08M +18,285 +184%
LGWM
798
Litman Gregory Wealth Management
California
$1.73M -$93K -1,580 -5%
BG
799
Benedetti & Gucer
Georgia
$1.73M -$95.8K -1,628 -5%
TFS
800
Thoroughbred Financial Services
Tennessee
$1.73M -$155K -2,634 -9%

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.