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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
CMBA
901
C.M. Bidwell & Associates
Hawaii
$1.11M -$19.2K -327 -2%
WWM
902
Wolff Wiese Magana
California
$1.1M -$121K -2,049 -10%
SAM
903
Strategy Asset Managers
California
$1.1M -$40.6K -689 -4%
BWCS
904
Beirne Wealth Consulting Services
Connecticut
$1.09M -$1.81M -30,814 -63%
GWM
905
GDS Wealth Management
Texas
$1.09M -$120K -2,045 -10%
HNB
906
Huntington National Bank
Ohio
$1.09M
ACM
907
Advisors Capital Management
New Jersey
$1.08M -$67.3K -1,143 -6%
BF
908
Brooklyn FI
New York
$1.07M -$986K -16,759 -87%
AWM
909
Accurate Wealth Management
Florida
$1.06M +$966K +16,408 New
SI
910
Saxon Interests
Texas
$1.06M -$144K -2,455 -13%
RA
911
RFG Advisory
Alabama
$1.05M -$466K -7,921 -33%
BFO
912
Biltmore Family Office
North Carolina
$1.05M -$476K -8,083 -32%
OIS
913
Okabena Investment Services
Minnesota
$1.04M -$1.7M -28,924 -63%
RA
914
Rise Advisors
New York
$1.04M -$247K -4,201 -20%
BFW
915
Brady Family Wealth
Missouri
$1.03M +$988K +16,785 New
DSA
916
Droms Strauss Advisors
Missouri
$1.03M +$304K +5,159 +44%
TCWA
917
Ten Capital Wealth Advisors
Washington
$1.03M +$84.9K +1,442 +9%
GA
918
Goldstein Advisors
Wisconsin
$1.03M +$981K +16,667 New
FM
919
Foster & Motley
Ohio
$1.02M -$15.7K -266 -2%
DI
920
Disciplined Investments
Oklahoma
$1.02M +$79.3K +1,347 +9%
PFG
921
PAX Financial Group
Texas
$1.01M +$22.5K +382 +2%
RPWA
922
Regent Peak Wealth Advisors
Georgia
$1.01M -$9.68M -164,503 -91%
SC
923
Scotia Capital
Ontario, Canada
$1.01M -$1.28M -21,702 -57%
SCA
924
Sandy Cove Advisors
Massachusetts
$1.01M -$85.1K -1,446 -8%
NHT
925
New Hampshire Trust
New Hampshire
$998K +$953K +16,197 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.