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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
GWA
1001
GGM Wealth Advisors
Maryland
$729K -$192K -3,267 -22%
QCIG
1002
Quad-Cities Investment Group
Iowa
$723K -$289K -4,915 -30%
E
1003
ETFidea
New York
$722K +$689K +11,712 New
FNC
1004
First National Corp
Massachusetts
$720K +$21.3K +362 +3%
SSB
1005
Sandy Spring Bank
Maryland
$719K -$87.3K -1,483 -11%
IFG
1006
Independent Financial Group
California
$718K +$200K +3,402 +41%
FNBT
1007
FineMark National Bank & Trust
Florida
$714K +$239K +4,060 +54%
CWP
1008
Cyndeo Wealth Partners
Florida
$709K +$677K +11,505 New
EWM
1009
EPG Wealth Management
Georgia
$706K +$201K +3,415 +42%
NCM
1010
Northside Capital Management
Oregon
$706K +$674K +11,458 New
CFS
1011
CRA Financial Services
New Jersey
$705K -$96.6K -1,641 -13%
EIG
1012
Ellenbecker Investment Group
Wisconsin
$704K
CRC
1013
Curi RMB Capital
Illinois
$701K -$184K -3,126 -22%
RFP
1014
RCS Financial Planning
Maryland
$699K +$668K +11,346 New
MLA
1015
My Legacy Advisors
Oregon
$699K -$216K -3,675 -26%
LJAC
1016
L.J. Altfest & Co
New York
$695K +$73.7K +1,252 +12%
FFG
1017
Ford Financial Group
California
$695K +$10.4K +176 +2%
Fiera Capital (Canada)
1018
Fiera Capital (Canada)
Quebec, Canada
$688K
Lazard Asset Management
1019
Lazard Asset Management
New York
$687K
PFGIA
1020
Patriot Financial Group Insurance Agency
Massachusetts
$686K -$2.02M -34,314 -76%
TVAMP
1021
Tennessee Valley Asset Management Partners
Tennessee
$683K -$53.1K -903 -8%
OSAM
1022
O'Shaughnessy Asset Management
Connecticut
$682K -$53.5K -909 -8%
SIC
1023
Salem Investment Counselors
North Carolina
$682K +$43.1K +732 +7%
KW
1024
KWB Wealth
California
$680K -$657K -11,159 -50%
RBC
1025
Romano Brothers & Co
Illinois
$676K -$59.3K -1,008 -8%

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.