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
SDWMA
1026
Schneider Downs Wealth Management Advisors
Pennsylvania
$672K +$398K +6,758 +163%
CC
1027
Courier Capital
New York
$665K -$44.4K -755 -7%
MHR
1028
Matthew Hamilton Rosenberg
$665K -$112K -1,903 -15%
WF
1029
Welch & Forbes
Massachusetts
$664K +$61K +1,036 +11%
CAM
1030
Columbia Asset Management
Michigan
$664K +$23.5K +400 +4%
MCCP
1031
Mission Creek Capital Partners
California
$660K +$86.3K +1,466 +16%
LWA
1032
Lowe Wealth Advisors
Maryland
$655K -$14.7K -250 -2%
TFA
1033
Tobias Financial Advisors
Florida
$653K +$2.18K +37 +0.4%
3LCM
1034
3D/L Capital Management
Connecticut
$653K +$58K +985 +10%
ZCA
1035
Zeke Capital Advisors
Pennsylvania
$651K -$13.7K -232 -2%
CWM
1036
Chicago Wealth Management
Illinois
$649K
D
1037
Diversified
Delaware
$643K +$330K +5,615 +117%
CCA
1038
Cobblestone Capital Advisors
New York
$639K -$12.8K -218 -2%
TPWA
1039
TRUE Private Wealth Advisors
Oregon
$638K +$194K +3,304 +47%
BWM
1040
BCGM Wealth Management
Indiana
$633K -$3.77K -64 -0.6%
DCM
1041
Dudley Capital Management
Virginia
$631K +$603K +10,242 New
CCG
1042
Cypress Capital Group
Florida
$629K -$8.71K -148 -1%
BFS
1043
Bradley Foster & Sargent
Connecticut
$626K -$21.7K -368 -3%
MAM
1044
Madison Asset Management
Wisconsin
$626K -$56.9K -966 -9%
SWM
1045
Sugarloaf Wealth Management
Georgia
$622K -$12.8K -218 -2%
CW
1046
CreativeOne Wealth
Kansas
$619K +$35.3K +600 +6%
MGP
1047
Metis Global Partners
California
$619K -$182K -3,086 -24%
HPC
1048
HM Payson & Co
Maine
$615K +$151K +2,558 +34%
IWMWV
1049
Ironwood Wealth Management (West Virginia)
West Virginia
$615K -$515K -8,747 -48%
NCM
1050
Noesis Capital Mangement
Florida
$614K

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.