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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
AGP
826
Autumn Glory Partners
Texas
$1.59M +$1.51M +25,740 New
CBFP
827
Cedar Brook Financial Partners
Ohio
$1.58M -$45.3K -770 -3%
ST
828
Sentinel Trust
Texas
$1.57M -$13.3K -226 -0.9%
FCM
829
Firestone Capital Management
Florida
$1.54M -$179K -3,042 -11%
CWM
830
Cabot Wealth Management
Massachusetts
$1.54M -$122K -2,076 -8%
BB
831
Busey Bank
Illinois
$1.53M -$104K -1,768 -7%
CW
832
CIC Wealth
Maryland
$1.52M +$1.45M +24,651 New
CA
833
CSM Advisors
Pennsylvania
$1.52M -$4.75M -80,639 -77%
UW
834
Unique Wealth
Florida
$1.51M +$1.45M +24,577 New
CCM
835
Carlson Capital Management
Minnesota
$1.51M +$205K +3,475 +16%
CAG
836
Csenge Advisory Group
Florida
$1.51M +$105K +1,789 +8%
HWM
837
Hassell Wealth Management
Louisiana
$1.51M +$1.34M +22,697 New
SCM
838
SOL Capital Management
Maryland
$1.49M +$384K +6,517 +37%
LP
839
LGL Partners
Pennsylvania
$1.48M -$338K -5,745 -19%
BWA
840
BlueSky Wealth Advisors
North Carolina
$1.48M -$34.1K -579 -2%
IA
841
IFG Advisory
Georgia
$1.47M -$33.1K -563 -2%
LA
842
Lane & Associates
New Jersey
$1.47M +$1.4M +23,794 New
EPP
843
ETF Portfolio Partners
Kansas
$1.45M +$35.9K +610 +3%
CDIA
844
Capital Directions Investment Advisors
Georgia
$1.44M +$1.37M +23,306 New
RW
845
Reframe Wealth
Virginia
$1.44M +$1.37M +23,306 New
AWS
846
AJ Wealth Strategies
New York
$1.43M -$2.4M -40,859 -64%
VCM
847
Vivaldi Capital Management
Illinois
$1.42M -$272K -4,621 -17%
VPIM
848
Vanguard Personalized Indexing Management
California
$1.42M -$89.1K -1,514 -6%
CFA
849
Cahill Financial Advisors
Minnesota
$1.41M -$258K -4,384 -16%
T
850
TCWP
Ohio
$1.4M -$887K -15,074 -40%

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.