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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
WRTC
851
Wind River Trust Company
Wyoming
$1.4M
EIP
852
Ellis Investment Partners
Pennsylvania
$1.4M +$312K +5,296 +31%
OWA
853
One Wealth Advisors
California
$1.39M +$1.32M +22,497 New
HFS
854
Howard Financial Services
Texas
$1.38M +$285K +4,839 +28%
ZB
855
Zions Bancorporation
Utah
$1.38M
PBO
856
Peoples Bank (Ohio)
Ohio
$1.38M -$1.25M -21,246 -49%
LFAS
857
Level Four Advisory Services
Texas
$1.38M +$320K +5,445 +32%
WF
858
Warner Financial
Maryland
$1.36M -$193K -3,276 -13%
CMP
859
Courage Miller Partners
Virginia
$1.36M -$2.29K -39 -0.2%
NRC
860
New Republic Capital
North Carolina
$1.35M +$1.29M +21,945 New
CIA
861
Capital Investment Advisors
Georgia
$1.35M -$14.2K -241 -1%
AFS
862
Access Financial Services
Minnesota
$1.35M +$54.8K +931 +4%
GPWA
863
Great Point Wealth Advisors
Massachusetts
$1.34M -$71.5K -1,215 -5%
FPAS
864
Focus Partners Advisor Solutions
Missouri
$1.34M -$20.1K -342 -2%
BHWA
865
Beacon Harbor Wealth Advisors
Virginia
$1.33M +$1.27M +21,619 New
LC
866
Lincoln Capital
Nebraska
$1.33M -$113K -1,917 -8%
WAL
867
W Advisors LLC
Tennessee
$1.32M +$1.26M +21,448 New
WS
868
Wedbush Securities
California
$1.32M +$94.3K +1,602 +8%
PP
869
Patron Partners
Texas
$1.31M -$57.4K -976 -4%
GWCM
870
Godshalk Welsh Capital Management
Pennsylvania
$1.3M -$73.5K -1,248 -6%
SFG
871
StrategIQ Financial Group
Indiana
$1.3M -$8.65K -147 -0.7%
PCA
872
Pallas Capital Advisors
Massachusetts
$1.3M -$11.5K -196 -1%
PIA
873
Panoramic Investment Advisors
Colorado
$1.3M +$1.24M +21,015 New
EWM
874
Evercore Wealth Management
New York
$1.29M -$35.3K -599 -3%
HSG
875
Helen Stephens Group
Texas
$1.29M +$1.24M +20,984 New

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.