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
API
1276
Advisor Partners II
California
$268K +$17.8K +303 +7%
LA
1277
Legacy Advisors
Pennsylvania
$266K
3IP
1278
3Chopt Investment Partners
Virginia
$265K +$253K +4,307 New
LWP
1279
Laurel Wealth Planning
Minnesota
$265K +$226K +3,834 +816%
BWA
1280
Beam Wealth Advisors
Louisiana
$265K -$788K -13,393 -76%
WFA
1281
Wellspring Financial Advisors
Ohio
$264K +$252K +4,287 New
CCWM
1282
Cassaday & Co Wealth Management
Virginia
$262K +$250K +4,250 New
AAM
1283
Aureus Asset Management
Massachusetts
$260K +$8.59K +146 +4%
WJA
1284
Willis Johnson & Associates
Texas
$259K -$75.5K -1,283 -23%
DWP
1285
Daymark Wealth Partners
Ohio
$257K +$245K +4,169 New
T
1286
TNF
Montana
$256K -$49.6K -843 -18%
SFA
1287
Seneca Financial Advisors
New York
$256K +$412 +7 +0.2%
LWMNY
1288
Landmark Wealth Management (New York)
New York
$256K -$16.2K -276 -6%
TH
1289
Team Hewins
California
$255K +$244K +4,140 New
GF
1290
Gries Financial
Ohio
$255K +$294 +5 +0.1%
BFG
1291
Baron Financial Group
New Jersey
$255K -$7.36K -125 -3%
BA
1292
Ballast Advisors
Minnesota
$254K
LCM
1293
Logan Capital Management
Pennsylvania
$253K -$203K -3,442 -46%
SB
1294
Strategic Blueprint
Georgia
$252K -$73.6K -1,250 -23%
MCM
1295
Mitchell Capital Management
Kansas
$252K
ANBT
1296
American National Bank & Trust
Texas
$248K -$61K -1,037 -20%
AC
1297
Anson Capital
Georgia
$247K
NSB
1298
Norway Savings Bank
Maine
$247K
CDH
1299
Charles D. Hyman
$246K +$10.4K +176 +5%
GI
1300
Glovista Investments
New Jersey
$244K +$232K +3,947 New

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.