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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
LC
1426
Lindbrook Capital
California
$49.8K
MCI
1427
MRP Capital Investments
Georgia
$48.7K +$46.5K +790 New
FRA
1428
Front Row Advisors
California
$47K -$11.8K -200 -21%
APC
1429
Aspire Private Capital
North Carolina
$46.4K -$79.4K -1,349 -64%
AF
1430
Arrow Financial
New York
$46K
CT
1431
Clearstead Trust
Maine
$46K
MDCM
1432
Morgan Dempsey Capital Management
Wisconsin
$45K +$43K +730 New
BWP
1433
Baldwin Wealth Partners
Massachusetts
$44.8K
SMA
1434
Sage Mountain Advisors
Georgia
$43.1K +$2.06K +35 +5%
HS
1435
Horan Securities
United States
$42.1K +$59 +1 +0.1%
WAG
1436
Windsor Advisory Group
Ohio
$41.6K +$39.7K +675 New
BCM
1437
Birch Capital Management
Texas
$41.4K
FPFS
1438
First Personal Financial Services
North Carolina
$41K -$29.8K -507 -43%
PSB
1439
Piscataqua Savings Bank
New Hampshire
$40.8K
TCM
1440
Tradewinds Capital Management
Washington
$40.7K +$18.1K +308 +88%
LFA
1441
Level Financial Advisors
New York
$40K
MCM
1442
MV Capital Management
Maryland
$39.9K -$1.2M -20,386 -97%
TWM
1443
Tradition Wealth Management
Minnesota
$39K -$201K -3,416 -84%
TRCT
1444
Tower Research Capital (TRC)
New York
$39K -$117K -1,984 -76%
DMKJ
1445
David M. Knott Jr
$39K
POIA
1446
Pin Oak Investment Advisors
Texas
$38K
FGAM
1447
Financial Gravity Asset Management
Texas
$36.5K +$3.65K +62 New
GEA
1448
Glen Eagle Advisors
New Jersey
$34.4K +$12K +204 +58%
RFS
1449
Retirement Financial Solutions
Tennessee
$32K +$30.5K +519 New
TSW
1450
Thompson Siegel & Walmsley
Virginia
$30K

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.