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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
ASBI
976
American State Bank (Iowa)
Iowa
$801K -$4.71K -80 -0.6%
JIC
977
Johnson Investment Counsel
Ohio
$800K -$397K -6,752 -34%
MFG
978
MidWestOne Financial Group
Iowa
$796K +$225K +3,818 +42%
SSW
979
Stone Summit Wealth
Florida
$792K +$60.7K +1,031 +9%
OW
980
Olistico Wealth
Oklahoma
$792K +$756K +12,844 New
JFA
981
JNBA Financial Advisors
Minnesota
$791K +$280K +4,754 +59%
FB
982
Fulton Bank
Pennsylvania
$790K -$21.7K -369 -3%
EDRIA
983
Edmonds Duncan Registered Investment Advisors
Kansas
$783K +$747K +12,700 New
IDA
984
Intelligence Driven Advisers
California
$779K -$9.46M -160,810 -93%
RW
985
RVW Wealth
California
$775K -$25K -425 -3%
ClearBridge Investments
986
ClearBridge Investments
New York
$770K +$736K +12,497 New
VCS
987
Vaughan & Co Securities
New Jersey
$768K +$133K +2,258 +22%
SFP
988
Sweet Financial Partners
Minnesota
$759K
TWA
989
Talisman Wealth Advisors
New Jersey
$758K +$724K +12,303 New
WMP
990
Wealth Management Partners
Arizona
$757K -$58.9K -1,000 -8%
HCM
991
Hengehold Capital Management
Ohio
$756K -$25.4K -431 -3%
KFS
992
Kelly Financial Services
Massachusetts
$752K +$16.2K +275 +2%
SWM
993
Silverlake Wealth Management
Vermont
$752K +$89K +1,513 +14%
SG
994
StoneX Group
New York
$751K -$57.6K -979 -7%
PB
995
Pinnacle Bancorp
Nebraska
$748K +$45.4K +772 +7%
SSWG
996
Seven Springs Wealth Group
Tennessee
$744K -$19.4K -329 -3%
TC
997
Trilogy Capital
California
$740K +$374K +6,347 +112%
SPIO
998
Seven Post Investment Office
California
$740K +$706K +12,001 New
COCM
999
Charter Oak Capital Management
New Hampshire
$737K -$51.1K -868 -7%
SBH
1000
Segall Bryant & Hamill
Illinois
$732K -$22.6K -384 -3%

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.