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
EAM
801
Evanson Asset Management
California
$1.73M +$6.59K +112 +0.4%
MFG
802
Magnus Financial Group
New York
$1.71M +$219K +3,729 +16%
LT
803
Legacy Trust
Michigan
$1.71M +$1.63M +27,675 New
NCM
804
New Capital Management
Texas
$1.7M +$237K +4,021 +17%
VWA
805
Visionary Wealth Advisors
Illinois
$1.69M +$342K +5,804 +27%
CA
806
Claro Advisors
Massachusetts
$1.69M +$865K +14,703 +116%
SAF
807
Smith Anglin Financial
Texas
$1.69M +$513K +8,719 +47%
HFA
808
Highland Financial Advisors
New Jersey
$1.69M -$378K -6,425 -19%
1SB
809
1ST Source Bank
Indiana
$1.68M -$69.4K -1,179 -4%
HIM
810
Hanlon Investment Management
New Jersey
$1.68M
SLT
811
St Louis Trust
Missouri
$1.67M +$1.03M +17,550 +184%
SVWAG
812
Sound View Wealth Advisors Group
Georgia
$1.67M +$678K +11,525 +95%
BMCM
813
Bryn Mawr Capital Management
Pennsylvania
$1.65M +$59.7K +1,015 +4%
NCM
814
NCM Capital Management
New Jersey
$1.65M -$314K -5,330 -17%
JFG
815
JDM Financial Group
Texas
$1.65M +$1.57M +26,724 New
W
816
WealthOne
New York
$1.64M -$128K -2,183 -8%
CAL
817
Capital Advisors Ltd
Ohio
$1.64M -$49K -832 -3%
SIG
818
Stonegate Investment Group
Alabama
$1.64M -$121K -2,054 -7%
SWA
819
Sax Wealth Advisors
New Jersey
$1.64M -$486K -8,255 -24%
KL
820
KWMG LLC
Kansas
$1.63M -$265K -4,495 -15%
FCFC
821
First Citizens Financial Corp
Iowa
$1.63M +$142K +2,407 +10%
SCM
822
Sebold Capital Management
Illinois
$1.63M +$1.56M +26,461 New
State Street
823
State Street
Massachusetts
$1.62M +$150K +2,553 +11%
WB
824
WesBanco Bank
West Virginia
$1.61M +$274K +4,659 +22%
AF
825
Allworth Financial
California
$1.6M -$489K -8,309 -24%

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.