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
CGPCS
1301
Capital Group Private Client Services
California
$241K -$1.47K -25 -0.6%
KFI
1302
Key Financial Inc
Pennsylvania
$240K
RFN
1303
RDA Financial Network
Iowa
$239K +$228K +3,871 New
FAM
1304
Forte Asset Management
New York
$236K -$360K -6,116 -62%
RFA
1305
Register Financial Advisors
Georgia
$235K +$224K +3,806 New
IWA
1306
IVC Wealth Advisors
Pennsylvania
$233K -$294 -5 -0.1%
CPSC
1307
Carl P. Sherr & Co
Massachusetts
$233K -$15.7K -267 -7%
ESB
1308
Essex Savings Bank
Connecticut
$232K -$97.7K -1,660 -31%
FMP
1309
Financial Management Professionals
Texas
$232K +$20.7K +352 +10%
RW
1310
Regimen Wealth
Georgia
$231K +$221K +3,755 New
KCFA
1311
Key Client Fiduciary Advisors
New Jersey
$230K +$220K +3,731 New
MAG
1312
Mayfair Advisory Group
Alabama
$230K +$211K +3,582 New
OPWM
1313
Oxinas Partners Wealth Management
Indiana
$229K -$15.7K -267 -7%
TFA
1314
TPG Financial Advisors
Oregon
$226K +$216K +3,671 New
AWM
1315
Avondale Wealth Management
Texas
$226K +$216K +3,670 New
HBT
1316
Hills Bank & Trust
Iowa
$224K -$69.4K -1,179 -24%
PFG
1317
Pinnacle Financial Group
Illinois
$223K +$213K +3,613 New
VIM
1318
Vista Investment Management
Pennsylvania
$222K +$212K +3,608 New
HIF
1319
Hill Island Financial
Michigan
$222K +$212K +3,607 New
WJWM
1320
Williams Jones Wealth Management
New York
$220K +$210K +3,565 New
GSC
1321
G&S Capital
Colorado
$219K +$209K +3,549 New
RIS
1322
Retirement Income Solutions
Michigan
$218K +$209K +3,543 New
IA
1323
Insight Advisors
Pennsylvania
$218K +$206K +3,507 New
BFO
1324
Boston Family Office
Massachusetts
$218K +$208K +3,538 New
QCM
1325
Quantinno Capital Management
New York
$216K -$231K -3,930 -53%

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.