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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
NOI
1351
Newton One Investments
Delaware
$186K +$178K +3,020 New
ACM
1352
AUA Capital Management
Pennsylvania
$185K
WWMSC
1353
Wagner Wealth Management (South Carolina)
South Carolina
$184K +$176K +2,990 New
HWM
1354
HighMark Wealth Management
Minnesota
$184K -$7.53K -128 -4%
AAP
1355
Arax Advisory Partners
Colorado
$184K +$167K +2,842 +2,074%
RPCA
1356
Running Point Capital Advisors
California
$182K
TWC
1357
TD Waterhouse Canada
Ontario, Canada
$181K +$36.2K +615 +27%
PMFA
1358
Plante Moran Financial Advisors
Michigan
$165K -$327K -5,558 -68%
FCAG
1359
First Capital Advisors Group
New Jersey
$161K +$120K +2,046 +361%
First Manhattan
1360
First Manhattan
New York
$158K -$9.77K -166 -6%
KFO
1361
Kopp Family Office
Minnesota
$157K -$22.8M -387,375 -99%
BCMLT
1362
Beacon Capital Management LLC (Tennessee)
Tennessee
$155K -$1.71K -29 -1%
CB
1363
Centennial Bank
Arkansas
$155K +$148K +2,510 New
TFS
1364
TrustCore Financial Services
Tennessee
$150K -$64.7K -1,100 -31%
GMA
1365
Glassy Mountain Advisors
Maryland
$144K +$138K +2,341 New
CSWM
1366
Cassady Schiller Wealth Management
Ohio
$142K -$92K -1,564 -40%
GWS
1367
Glassman Wealth Services
Virginia
$140K +$90.8K +1,543 +210%
FPB
1368
First PREMIER Bank
South Dakota
$133K +$15.5K +263 +14%
New York State Common Retirement Fund
1369
New York State Common Retirement Fund
New York
$132K -$48K -815 -28%
AP
1370
Atwood & Palmer
Missouri
$128K +$39K +663 +47%
WWP
1371
WR Wealth Planners
Missouri
$128K +$3.18K +54 +3%
WIM
1372
Westside Investment Management
California
$127K +$262K +4,447 +4%
FMII
1373
Farmers & Merchants Investments Inc
Nebraska
$125K +$2.18K +37 +2%
GIA
1374
Goodwin Investment Advisory
Georgia
$123K +$32.3K +548 +38%
PO
1375
Private Ocean
California
$119K -$191K -3,243 -63%

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.