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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
SCA
1326
Stonebridge Capital Advisors
Minnesota
$215K +$152K +2,575 +285%
TPA
1327
Trivium Point Advisory
Connecticut
$214K +$197K +3,351 New
OIM
1328
Oder Investment Management
California
$212K +$202K +3,433 New
CSB
1329
City State Bank
Iowa
$211K
GPA
1330
Guerra Pan Advisors
New Jersey
$211K +$201K +3,418 New
EWM
1331
Endurance Wealth Management
Rhode Island
$210K -$58.9K -1,000 -23%
FAM
1332
Formidable Asset Management
Ohio
$210K +$201K +3,409 New
GC
1333
Gould Capital
Washington
$210K +$200K +3,400 New
SI
1334
Stephens Inc
Arkansas
$209K -$31.4K -533 -14%
HIM
1335
Harbour Investment Management
Washington
$209K +$199K +3,386 New
CCA
1336
Column Capital Advisors
Indiana
$208K
BTWM
1337
Baker Tilly Wealth Management
Wisconsin
$208K +$198K +3,372 New
TWM
1338
Thrive Wealth Management
Pennsylvania
$208K +$198K +3,369 New
SWA
1339
SFMG Wealth Advisors
Texas
$206K -$40.1K -681 -17%
FP
1340
Financial Perspectives
Minnesota
$206K -$118 -2 -0.1%
EFH
1341
Eaton Financial Holdings
Florida
$206K +$197K +3,339 New
SAM
1342
Satovsky Asset Management
New York
$204K +$195K +3,308 New
MFG
1343
Mendota Financial Group
Wisconsin
$203K +$194K +3,300 New
CPWA
1344
Cerro Pacific Wealth Advisors
California
$203K +$194K +3,295 New
RDWM
1345
Red Door Wealth Management
Tennessee
$202K +$193K +3,279 New
WQ
1346
Wealth Quarterback
New Jersey
$202K +$193K +3,278 New
CBT
1347
Central Bank & Trust
Kentucky
$202K -$24.7K -419 -11%
FPGK
1348
Financial Partners Group (Kansas)
Kansas
$201K +$177K +3,005 New
FA
1349
Fiduciary Alliance
South Carolina
$197K +$188K +3,196 New
PG
1350
Proffitt & Goodson
Tennessee
$196K -$106K -1,800 -36%

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.