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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
TI
76
Truepoint Inc
Ohio
$111M -$3.68M -62,466 -3%
CFG
77
CKW Financial Group
Hawaii
$110M +$1.21M +20,625 +1%
PCA
78
Personal Capital Advisors
California
$109M +$103M +1,748,763 +10,834%
MWM
79
Modera Wealth Management
New Jersey
$109M +$13.8M +235,131 +15%
Mirae Asset Global Investments
80
Mirae Asset Global Investments
South Korea
$108M +$5.21M +88,579 +5%
HHGA
81
Halbert Hargrove Global Advisors
California
$105M +$705K +11,976 +0.7%
Northern Trust
82
Northern Trust
Illinois
$101M -$130M -2,207,619 -57%
HWA
83
Heritage Wealth Advisors
Virginia
$101M +$2.67M +45,388 +3%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$101M +$29.2M +496,937 +44%
APCM
85
Alaska Permanent Capital Management
Alaska
$101M -$3.29M -55,891 -3%
FBFS
86
First Business Financial Services
Wisconsin
$98.7M -$3.76M -63,814 -4%
MWM
87
Mission Wealth Management
California
$97.8M +$4M +68,041 +4%
FCB
88
First Command Bank
Texas
$93.4M +$75.2K +1,278 +0.1%
FCFS
89
First Command Financial Services
Texas
$93.4M +$75.2K +1,278 +0.1%
MML Investors Services
90
MML Investors Services
Massachusetts
$89.7M +$14.3M +242,182 +20%
CAN
91
Cetera Advisor Networks
California
$88.5M +$22.4M +379,999 +36%
FLPIM
92
F.L. Putnam Investment Management
Massachusetts
$87.6M +$2.67M +45,446 +3%
VWM
93
Venturi Wealth Management
Texas
$86.7M +$82.2M +1,397,372 +16,382%
AWE
94
Avidian Wealth Enterprises
Texas
$85.9M -$4.61M -78,313 -5%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$83M +$6.41M +108,969 +10%
EH
96
Equitable Holdings
New York
$80.9M -$2.1M -35,690 -3%
PFO
97
Pathstone Family Office
New Jersey
$80.8M -$5.91M -100,500 -9%
VC
98
Vicus Capital
Pennsylvania
$76M -$6.34M -107,790 -8%
NA
99
Nottingham Advisors
New York
$74.6M -$3.71M -63,116 -5%
JCM
100
Janney Capital Management
Pennsylvania
$74.5M -$3.35M -56,878 -4%

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.