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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
TI
1176
Trexquant Investment
Connecticut
$378K +$361K +6,127 New
OBWG
1177
Onyx Bridge Wealth Group
New York
$377K -$56K -952 -14%
BCG
1178
Breakwater Capital Group
New Jersey
$377K +$360K +6,112 New
ACA
1179
Aptus Capital Advisors
Alabama
$375K -$10.6K -180 -3%
NWA
1180
New World Advisors
Massachusetts
$374K +$105K +1,787 +42%
GSAM
1181
Grant Street Asset Management
Pennsylvania
$374K -$289K -4,916 -45%
AP
1182
Appleton Partners
Massachusetts
$373K -$30.4K -516 -8%
CFO
1183
Collective Family Office
Pennsylvania
$373K -$161K -2,740 -31%
KOC
1184
Koss-Olinger Consulting
Florida
$371K +$355K +6,024 New
AIP
1185
Almanack Investment Partners
Pennsylvania
$370K -$1.83M -31,087 -84%
IPW
1186
Inlet Private Wealth
Florida
$370K
WCM
1187
Windham Capital Management
Massachusetts
$370K
PWMG
1188
Prestige Wealth Management Group
New Jersey
$368K +$352K +5,977 New
BHIA
1189
Birch Hill Investment Advisors
Massachusetts
$365K -$14.7K -250 -4%
KMWM
1190
Keudell/Morrison Wealth Management
Oregon
$362K -$27.4K -465 -7%
MWM
1191
MorganRosel Wealth Management
Colorado
$361K
NFG
1192
Northeast Financial Group
Pennsylvania
$357K +$341K +5,793 New
RI
1193
Ridgewood Investments
New Jersey
$356K
CPP
1194
Capasso Planning Partners
South Carolina
$353K -$52.2K -887 -13%
AFP
1195
Ausdal Financial Partners
Iowa
$352K +$6.06K +103 +2%
SB
1196
Simmons Bank
Arkansas
$351K +$335K +5,698 New
RPGK
1197
Retirement Planning Group (Kansas)
Kansas
$346K -$19.3K -328 -6%
BS
1198
Boenning & Scattergood
Pennsylvania
$344K +$10.3K +175 +4%
NAS
1199
Nicolet Advisory Services
Wisconsin
$344K +$312K +5,298 New
APP
1200
Avantax Planning Partners
Iowa
$341K -$64.2K -1,091 -16%

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.