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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
LHC
1251
Little House Capital
Massachusetts
$292K -$3.46M -58,711 -93%
IRC
1252
Investors Research Corp
Georgia
$291K
KCM
1253
Kathmere Capital Management
Pennsylvania
$290K +$35.6K +605 +15%
FIA
1254
Foundations Investment Advisors
Arizona
$289K +$177 +3 +0.1%
RGC
1255
Roberts, Glore & Co
Illinois
$288K -$26.4K -448 -9%
FWA
1256
FSM Wealth Advisors
Ohio
$286K -$4.47K -76 -2%
RFA
1257
RTD Financial Advisors
Pennsylvania
$285K +$13.2K +225 +5%
KAM
1258
KEB Asset Management
Illinois
$283K +$270K +4,587 New
ECM
1259
Elgethun Capital Management
South Dakota
$282K +$268K +4,548 New
DI
1260
DDFG Inc
California
$281K +$268K +4,557 New
AWA
1261
Alta Wealth Advisors
Massachusetts
$277K -$33K -560 -11%
SPA
1262
Sentinel Pension Advisors
Massachusetts
$275K +$19.7K +334 +8%
GAG
1263
GM Advisory Group
New York
$275K -$38.2K -649 -13%
JAG
1264
Journey Advisory Group
Kentucky
$274K -$5.12K -87 -2%
HT
1265
Headlands Technologies
Illinois
$274K +$262K +4,448 New
RF
1266
Rollins Financial
Georgia
$273K -$63.4K -1,078 -20%
GCM
1267
Gallacher Capital Management
Colorado
$273K +$260K +4,426 New
DWA
1268
Divergent Wealth Advisors
Utah
$272K +$260K +4,413 New
CG
1269
Caprock Group
Idaho
$272K -$43.3K -736 -14%
RP
1270
Rowlandmiller & Partners
Georgia
$271K
FHC
1271
First Heartland Consultants
Missouri
$269K -$39.9K -678 -13%
NFSG
1272
Newbridge Financial Services Group
Florida
$269K -$13.2K -224 -5%
AO
1273
Advisor OS
Illinois
$269K +$1.41K +24 +0.6%
BWFA
1274
Baltimore-Washington Financial Advisors
Maryland
$269K -$14.7K -250 -5%
CS
1275
Capital Square
Tennessee
$268K -$36.3K -617 -12%

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.