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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
ST
1401
Smithfield Trust
Pennsylvania
$80K
TCCM
1402
Timber Creek Capital Management
Massachusetts
$79.2K
CSPAM
1403
Cary Street Partners Asset Management
Virginia
$78.3K -$14.6K -248 -16%
IAS
1404
IMA Advisory Services
Colorado
$75.9K -$530 -9 -0.7%
AWM
1405
Angeles Wealth Management
California
$73.8K -$26.1K -443 -27%
BONH
1406
Bank of New Hampshire
New Hampshire
$71K
ST
1407
Sageworth Trust
Pennsylvania
$71K +$68K +1,155 New
GWANC
1408
Guardian Wealth Advisors (North Carolina)
North Carolina
$70.8K +$67.6K +1,148 New
AIM
1409
Arcadia Investment Management
Michigan
$69.8K
DAM
1410
Delta Asset Management
Tennessee
$69.7K +$66.5K +1,130 New
TC
1411
Tacita Capital
Ontario, Canada
$69K +$765 +13 +1%
KTC
1412
Kistler-Tiffany Companies
Pennsylvania
$67.2K
VCM
1413
Vigilant Capital Management
Maine
$66K -$122K -2,068 -66%
C
1414
Cliffwater
California
$63.9K
SA
1415
SRH Advisors
Kansas
$63K
MTIC
1416
Missouri Trust & Investment Company
Missouri
$62K -$4.65K -79 -7%
TCA
1417
Trifecta Capital Advisors
Illinois
$61.6K +$58.9K +1,000 New
EWA
1418
EverSource Wealth Advisors
Alabama
$61.4K +$5.06K +86 +9%
BAAM
1419
Baker Avenue Asset Management
California
$59.9K +$57.1K +971 New
MWM
1420
Mascoma Wealth Management
New Hampshire
$59.6K
AWM
1421
Align Wealth Management
Oklahoma
$55.8K +$62.3K +1,059 New
CHA
1422
Carmichael Hill & Associates
Maryland
$55.7K
GI
1423
Gradient Investments
Minnesota
$53.1K -$3.41K -58 -6%
PP
1424
PFS Partners
New Jersey
$51.7K
PGAM
1425
Princeton Global Asset Management
New Jersey
$50K -$4.47K -76 -9%

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.