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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
LWM
1126
Laidlaw Wealth Management
New York
$459K -$19.6K -333 -4%
KWM
1127
Keebeck Wealth Management
Illinois
$457K +$155K +2,627 +55%
CT
1128
Caldwell Trust
Florida
$457K
NIC
1129
Northwest Investment Counselors
Oregon
$455K +$294 +5 +0.1%
PIFP
1130
Partners in Financial Planning
Virginia
$450K +$142K +2,408 +50%
SWM
1131
Scissortail Wealth Management
Oklahoma
$449K +$399K +6,774 New
GWM
1132
Gitterman Wealth Management
New Jersey
$448K -$217K -3,681 -34%
EFS
1133
Essex Financial Services
Connecticut
$448K -$53K -900 -11%
BCP
1134
Blue Chip Partners
Michigan
$446K +$426K +7,240 New
GT
1135
Glenview Trust
Kentucky
$446K +$12.9K +219 +3%
BAM
1136
Belpointe Asset Management
Nevada
$445K +$27.8K +473 +7%
OWP
1137
Obermeyer Wealth Partners
Colorado
$445K +$86.1K +1,463 +25%
EAM
1138
Empirical Asset Management
Massachusetts
$442K -$3.53K -60 -0.8%
EA
1139
Efficient Advisors
Ohio
$435K -$58.4K -992 -12%
CCP
1140
Clarkston Capital Partners
Michigan
$435K -$1.25M -21,185 -75%
CIA
1141
Choate Investment Advisors
Massachusetts
$432K
HW
1142
Hamilton Wealth
California
$432K +$185K +3,148 +81%
SWM
1143
SeaCrest Wealth Management
New York
$425K -$6.59K -112 -2%
ACM
1144
Alamar Capital Management
California
$423K +$112K +1,900 +38%
SWA
1145
SOA Wealth Advisors
New York
$423K +$115K +1,950 +40%
FWA
1146
FSC Wealth Advisors
New York
$423K -$34.7K -590 -8%
TAM
1147
Townsend Asset Management
North Carolina
$420K -$70.5K -1,198 -15%
BI
1148
Berkeley Inc
Idaho
$419K -$2.24K -38 -0.6%
PPW
1149
Parcion Private Wealth
Washington
$416K +$55.1K +937 +16%
BOSSRA
1150
B.O.S.S. Retirement Advisors
Utah
$415K +$397K +6,739 New

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.