We are live on ! Find out more
IEFA icon

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
CIG
1226
Cairn Investment Group
Washington
$315K -$1.65K -28 -0.5%
APWM
1227
Atlas Private Wealth Management
New York
$313K +$9.89K +168 +3%
DWM
1228
Destination Wealth Management
California
$313K +$49.6K +843 +20%
SA
1229
Scarborough Advisors
Maryland
$312K -$115K -1,946 -28%
EIA
1230
Edgemoor Investment Advisors
Maryland
$310K +$27.1K +461 +10%
RCM
1231
Radnor Capital Management
Pennsylvania
$309K
AOWM
1232
Alpha Omega Wealth Management
Virginia
$305K -$26.5K -450 -8%
SPWM
1233
Schrum Private Wealth Management
Florida
$305K +$291K +4,950 New
JIC
1234
Joel Isaacson & Co
New York
$305K +$291K +4,943 New
MA
1235
Modus Advisors
Minnesota
$303K
VFPI
1236
Vantage Financial Partners (Illinois)
Illinois
$302K -$2K -34 -0.7%
RCM
1237
Raleigh Capital Management
North Carolina
$301K +$19.2K +327 +7%
BBW
1238
Blue Barn Wealth
Utah
$300K +$287K +4,868 New
ACA
1239
Anchor Capital Advisors
Massachusetts
$300K
FNBOO
1240
First National Bank of Omaha
Nebraska
$300K -$11.5K -195 -4%
CW
1241
Connectus Wealth
Ohio
$300K +$883 +15 +0.3%
AUB
1242
Atlantic Union Bankshares
Virginia
$300K +$43.3K +735 +18%
FAAM
1243
First Ascent Asset Management
Colorado
$299K +$286K +4,852 New
FFN
1244
Focus Financial Network
Minnesota
$299K -$32.7K -556 -10%
BWA
1245
Burt Wealth Advisors
Maryland
$298K -$49.8K -846 -15%
BAMG
1246
Brand Asset Management Group
Missouri
$297K -$286K -4,859 -50%
PWM
1247
PBMares Wealth Management
Virginia
$296K -$67.2K -1,141 -19%
RA
1248
Rockingstone Advisors
Massachusetts
$295K +$282K +4,791 New
AI
1249
Accredited Investors
Minnesota
$295K -$80.5K -1,368 -22%
MA
1250
MJP Associates
Connecticut
$294K +$1.53K +26 +0.5%

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.