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
AWA
951
Amplius Wealth Advisors
Pennsylvania
$879K -$328K -5,578 -28%
DLHL
952
Donald L. Hagan LLC
Florida
$877K -$126K -2,133 -13%
CF
953
Cantor Fitzgerald
New York
$876K -$35.3K -600 -4%
HFA
954
High Falls Advisors
New York
$872K +$60.6K +1,029 +8%
MWM
955
Madison Wealth Management
Ohio
$871K +$432K +7,332 +108%
JFG
956
JMG Financial Group
Illinois
$870K +$126K +2,139 +18%
OFS
957
OneAscent Financial Services
Alabama
$868K +$829K +14,085 New
VCA
958
Verdence Capital Advisors
Maryland
$867K -$135K -2,300 -14%
FHA
959
Flagship Harbor Advisors
Massachusetts
$863K -$235 -4 -0%
CIBC Private Wealth Group
960
CIBC Private Wealth Group
Georgia
$860K +$229K +3,890 +15%
CIC
961
Carnegie Investment Counsel
Ohio
$847K +$39.4K +670 +5%
CF
962
Centaurus Financial
California
$840K -$725K -12,313 -47%
MHS
963
M Holdings Securities
Oregon
$838K +$481K +8,166 +151%
P
964
Pitcairn
Pennsylvania
$834K +$493K +8,383 +163%
OPA
965
Old Port Advisors
Maine
$832K +$256K +4,342 +47%
AIA
966
Avalon Investment & Advisory
Texas
$826K +$788K +13,397 New
PP
967
Pegasus Partners
Wisconsin
$823K -$926K -15,728 -54%
RJTCONH
968
Raymond James Trust Company of New Hampshire
New Hampshire
$823K +$5.24K +89 +0.7%
FFA
969
Farther Finance Advisors
California
$821K +$784K +13,325 New
NL
970
Navalign LLC
California
$819K -$236K -4,005 -23%
HHRDM
971
H&H Retirement Design & Management
Nevada
$815K -$113K -1,920 -13%
RB
972
Renasant Bank
Mississippi
$811K +$334K +5,682 +76%
CWA
973
CM Wealth Advisors
Ohio
$809K -$153K -2,600 -17%
MWM
974
Merriman Wealth Management
Washington
$808K -$1.41K -24 -0.2%
TCM
975
Tufton Capital Management
Maryland
$806K -$12.6K -214 -2%

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.