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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
GCA
1151
Gradient Capital Advisors
California
$414K +$59 +1 +0%
GCA
1152
Greenwood Capital Associates
South Carolina
$413K +$394K +6,698 New
MCA
1153
Maryland Capital Advisors
Maryland
$410K +$8.3K +141 +2%
CAM
1154
CPA Asset Management
Florida
$409K +$390K +6,630 New
WWM
1155
Wiser Wealth Management
Georgia
$407K +$143K +2,438 +59%
ACM
1156
Ategra Capital Management
Virginia
$404K +$59 +1 +0%
MOS
1157
MGO One Seven
Ohio
$401K -$5.47K -93 -1%
SC
1158
Stolper & Co
Oklahoma
$401K
MFWP
1159
Mosaic Family Wealth Partners
Missouri
$401K +$383K +6,502 New
CA
1160
CoreCap Advisors
Michigan
$400K +$19.8K +336 +5%
TP
1161
Tranquility Partners
Tennessee
$398K -$50.5K -858 -12%
BFC
1162
Blue Fin Capital
Rhode Island
$397K +$7.89K +134 +2%
LWAC
1163
Laurel Wealth Advisors (California)
California
$397K +$65.8K +1,118 +21%
PSP
1164
Principal Street Partners
Tennessee
$396K -$504K -8,569 -57%
LPT
1165
Legacy Private Trust
Wisconsin
$396K +$8.36K +142 +2%
PWPS
1166
Pinnacle Wealth Planning Services
Ohio
$396K +$69.1K +1,174 +22%
EP
1167
Eudaimonia Partners
Tennessee
$393K +$19.7K +334 +6%
CWP
1168
Concord Wealth Partners
Virginia
$392K -$47.7K -810 -11%
KA
1169
Kovack Advisors
Florida
$391K -$141K -2,399 -27%
HWA
1170
HCR Wealth Advisors
California
$388K +$294 +5 +0.1%
M
1171
MOTCO
Texas
$388K -$123K -2,092 -25%
APA
1172
Astoria Portfolio Advisors
New York
$386K +$341K +5,793 New
BWM
1173
BlackDiamond Wealth Management
New York
$385K +$352K +5,986 New
PPP
1174
Private Portfolio Partners
New Jersey
$383K -$11.1K -188 -3%
MWM
1175
Meridian Wealth Management
Kentucky
$378K +$361K +6,140 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.