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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
BLC
1376
Brown, Lisle/Cummings
Rhode Island
$117K -$11.5K -196 -9%
LOIP
1377
Live Oak Investment Partners
Texas
$115K
MRCM
1378
M&R Capital Management
New Jersey
$112K
MFC
1379
Mechanics Financial Corp
Ohio
$111K
DCBT
1380
Dakota Community Bank & Trust
North Dakota
$110K +$105K +1,779 New
AIP
1381
Ameritas Investment Partners
Nebraska
$110K +$105K +1,778 New
AIM
1382
Anchor Investment Management
South Carolina
$109K +$18.7K +318 +22%
SFSG
1383
Sound Financial Strategies Group
Mississippi
$106K -$17.5K -298 -15%
DWP
1384
Destiny Wealth Partners
Florida
$106K -$2.06K -35 -2%
ICM
1385
Islay Capital Management
Texas
$105K +$40.3K +684 +67%
TFGT
1386
TS Financial Group (TSFG)
Illinois
$102K +$8.12K +138 +9%
Kayne Anderson Rudnick Investment Management
1387
Kayne Anderson Rudnick Investment Management
California
$102K -$33.2K -564 -25%
EWM
1388
Evermay Wealth Management
Virginia
$102K +$47.3K +803 +94%
BCPWM
1389
Bradley & Co Private Wealth Management
Florida
$99.7K
CPG
1390
Cornerstone Planning Group
New Jersey
$99.1K +$88.3K +1,501 New
OIA
1391
Optimum Investment Advisors
Illinois
$98.2K +$4.77K +81 +5%
TCOV
1392
Trust Company of Vermont
Vermont
$97.1K
PA
1393
PSI Advisors
Florida
$96.7K -$16.5K -280 -15%
AWM
1394
Accel Wealth Management
Iowa
$89.5K -$765 -13 -0.9%
TH
1395
TCTC Holdings
Texas
$87.3K
MPCL
1396
My Personal CFO LLC
Washington
$83.5K +$59 +1 New
CNBTD
1397
Citizens National Bank Trust Department
Mississippi
$83K
RG
1398
Retirement Group
California
$83K +$74.2K +1,260 +1,385%
LS
1399
Leelyn Smith
Illinois
$82.3K +$2.88K +49 +4%
WAM
1400
Worth Asset Management
Texas
$80.7K +$77.1K +1,310 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.