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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
ODG
1051
O'Dell Group
Ohio
$612K +$5.83K +99 +1%
QC
1052
Quent Capital
New York
$611K +$2.83K +48 +0.5%
GWM
1053
Grand Wealth Management
Michigan
$606K -$174K -2,962 -23%
SWPG
1054
Strategic Wealth Partners Group
Illinois
$601K +$65.1K +1,106 +13%
MSFS
1055
Main Street Financial Solutions
Pennsylvania
$598K +$10.8K +184 +2%
C
1056
CEDRUS
Colorado
$598K +$111K +1,891 +24%
IAG
1057
Investmark Advisory Group
Connecticut
$596K +$7.12K +121 +1%
JIP
1058
Jaffetilchin Investment Partners
Florida
$594K -$181K -3,078 -24%
AFM
1059
Andesa Financial Management
Pennsylvania
$594K -$409K -6,943 -42%
WDL
1060
Well Done LLC
Michigan
$594K +$567K +9,632 New
RF
1061
Resolute Financial
Massachusetts
$593K -$105K -1,778 -16%
RCG
1062
Regatta Capital Group
California
$592K -$499K -8,483 -47%
SC
1063
SouthState Corp
Florida
$592K +$226K +3,836 +67%
WMA
1064
West Michigan Advisors
Michigan
$590K +$61.4K +1,043 +12%
RRA
1065
Round Rock Advisors
Connecticut
$587K
FNBSF
1066
First National Bank Sioux Falls
South Dakota
$581K +$94.2K +1,601 +20%
AA
1067
Advisory Alpha
Michigan
$578K -$118 -2 -0%
MWM
1068
Maripau Wealth Management
Indiana
$575K +$28.5K +484 +6%
BFA
1069
Beacon Financial Advisory
Ohio
$574K +$589 +10 +0.1%
CWS
1070
Cypress Wealth Services
California
$573K +$41.7K +709 +8%
SL
1071
Sentinus LLC
Illinois
$569K -$187K -3,181 -26%
VP
1072
Verum Partners
North Carolina
$566K +$541K +9,185 New
SHWM
1073
Silicon Hills Wealth Management
Texas
$561K -$293K -4,979 -35%
NCM
1074
Northwest Capital Management
Oregon
$559K +$534K +9,074 New
TF
1075
Tompkins Financial
New York
$559K -$49.1K -834 -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.