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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
WB
926
West Bancorporation
Iowa
$991K +$5.88K +100 +0.6%
LSPW
927
Lake Street Private Wealth
Illinois
$991K -$478K -8,123 -34%
KA
928
Kooman & Associates
Pennsylvania
$985K +$941K +15,982 New
PWAC
929
Private Wealth Advisors (California)
California
$978K +$3.83K +65 +0.4%
CFB
930
Cullen/Frost Bankers
Texas
$976K +$214K +3,641 +30%
RF
931
RHS Financial
California
$971K +$308K +5,238 +50%
FCB
932
First County Bank
Connecticut
$963K +$920K +15,626 New
QPWM
933
Quadrant Private Wealth Management
Pennsylvania
$961K +$917K +15,589 New
ZCM
934
Ziegler Capital Management
Illinois
$957K -$150K -2,555 -14%
TPW
935
TL Private Wealth
Texas
$955K +$32.1K +545 +4%
PCIA
936
Prime Capital Investment Advisors
Kansas
$943K +$171K +2,901 +23%
KWM
937
Kingsview Wealth Management
Oregon
$942K +$76.1K +1,293 +9%
KIG
938
Kowal Investment Group
Wisconsin
$941K +$2.35K +40 +0.3%
NPP
939
New Potomac Partners
Maryland
$933K +$891K +15,132 New
FIM
940
Freedom Investment Management
Connecticut
$932K +$78.6K +1,335 +10%
WWA
941
WCG Wealth Advisors
Nevada
$928K -$41.7K -708 -4%
PWS
942
Peterson Wealth Services
Utah
$920K +$260K +4,426 +42%
TA
943
Tiedemann Advisors
New York
$916K +$110K +1,873 +14%
EK
944
Evensky & Katz
Florida
$911K -$58.6K -995 -6%
RWM
945
Rockwood Wealth Management
Pennsylvania
$901K +$15.9K +271 +2%
VCP
946
Verus Capital Partners
Arizona
$900K +$357K +6,063 +71%
PCM
947
Parsons Capital Management
Rhode Island
$899K +$7.06K +120 +0.8%
PA
948
PFG Advisors
Arizona
$891K +$180K +3,060 +27%
BDF
949
Black Diamond Financial
Maryland
$886K +$59 +1 +0%
V
950
Veritable
Delaware
$883K -$518K -8,794 -38%

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.