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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
MCM
101
MAI Capital Management
Ohio
$74.5M +$288K +4,897 +0.4%
RWM
102
RKL Wealth Management
Pennsylvania
$72.2M -$8.55M -145,331 -11%
LMIM
103
Lockheed Martin Investment Management
Maryland
$71.2M
UB
104
UMB Bank
Missouri
$69.7M -$225K -3,827 -0.3%
FFBTD
105
First Financial Bank - Trust Division
Ohio
$69M -$5.56M -94,419 -8%
CWM
106
Connecticut Wealth Management
Connecticut
$68.9M -$398K -6,754 -0.6%
Neuberger Berman Group
107
Neuberger Berman Group
New York
$68.5M -$477K -8,107 -0.7%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$66.5M -$19.8M -336,955 -24%
W
109
Wealthquest
Ohio
$64M +$3.87M +65,783 +7%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$62.9M -$3.93M -66,857 -6%
GH
111
Geisinger Health
Pennsylvania
$62.1M +$59.3M +1,007,139 New
SWM
112
SigFig Wealth Management
California
$61.6M -$589K -10,016 -1%
RFC
113
Regions Financial Corp
Alabama
$59.9M +$1.24M +21,075 +2%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$58.9M +$33.9M +576,035 +152%
PA
115
Parallel Advisors
California
$58.6M -$15.8M -268,887 -22%
BC
116
Bartlett & Co
Ohio
$58.4M +$4.17M +70,872 +8%
BCWM
117
Bartlett & Co Wealth Management
Ohio
$58.4M +$4.17M +70,872 +8%
CFFP
118
Center for Financial Planning
Michigan
$57.1M +$2.42M +41,119 +5%
GC
119
Gratus Capital
Georgia
$56.6M +$54.1M +918,749 New
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$56M -$6.95M -118,098 -11%
Mackenzie Financial
121
Mackenzie Financial
Ontario, Canada
$55.5M -$5.26M -89,312 -9%
TF
122
Trek Financial
Arizona
$55.4M +$52.6M +892,911 +16,426%
RWM
123
Ritholtz Wealth Management
New York
$54.9M -$7.62M -129,517 -13%
MGIA
124
Moneta Group Investment Advisors
Missouri
$53.4M -$2.23M -37,847 -5%
WANY
125
Wealthspire Advisors (New York)
New York
$53.3M +$620K +10,536 +1%

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.