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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
ZIG
1201
Zullo Investment Group
Pennsylvania
$341K -$4.47K -76 -1%
SBWIC
1202
Schaper Benz & Wise Investment Counsel
Wisconsin
$337K +$322K +5,466 New
C
1203
Certuity
Florida
$337K +$37.1K +630 +13%
IF
1204
Ironwood Financial
Arizona
$335K +$320K +5,442 New
UBV
1205
United Bank (Virginia)
Virginia
$335K +$9.48K +161 +3%
LFG
1206
Leverty Financial Group
Wisconsin
$335K -$2.76M -46,944 -90%
BHBT
1207
Burke & Herbert Bank & Trust
Virginia
$334K +$6.36K +108 +2%
SWP
1208
Strategic Wealth Partners
Ohio
$333K -$51.7K -878 -14%
BFEC
1209
Benjamin F. Edwards & Company
Missouri
$333K +$3.59K +61 +1%
GAM
1210
Gould Asset Management
California
$332K +$14.4K +245 +5%
FCA
1211
FLC Capital Advisors
California
$332K -$484K -8,231 -60%
VPP
1212
Vertex Planning Partners
Illinois
$330K +$315K +5,351 New
ES
1213
ETF Store
Kansas
$329K +$292K +4,964 New
BA
1214
Bellwether Advisors
Nebraska
$328K -$150K -2,555 -32%
PWP
1215
Phillips Wealth Planners
Mississippi
$328K +$289K +4,906 New
TC
1216
TownSquare Capital
Utah
$325K +$310K +5,267 New
SM
1217
Sensible Money
Arizona
$325K +$310K +5,265 New
BCM
1218
Bourgeon Capital Management
Connecticut
$324K
CPIG
1219
Chicago Partners Investment Group
Illinois
$323K +$73.7K +1,253 +35%
LOPW
1220
Live Oak Private Wealth
North Carolina
$322K +$42.7K +725 +16%
EA
1221
Eudaimonia Advisors
Tennessee
$320K -$53.5K -909 -15%
BSWA
1222
Bromfield Sneider Wealth Advisors
Massachusetts
$320K +$1.12K +19 +0.4%
MKA
1223
M. Kulyk & Associates
Georgia
$319K -$1.29K -22 -0.4%
SC
1224
Schoolcraft Capital
Colorado
$317K
RT
1225
Rockland Trust
Massachusetts
$316K -$49.6K -842 -14%

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.