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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
HBW
1451
Hazlett, Burt & Watson
West Virginia
$30K +$177 +3 +0.6%
RFA
1452
Resurgent Financial Advisors
Georgia
$28.5K +$27.3K +463 New
SFC
1453
SYM Financial Corp
Indiana
$27.9K +$26.6K +452 New
LAM
1454
Lakewood Asset Management
Illinois
$27K +$25.4K +431 New
TFP
1455
Tilia Fiduciary Partners
North Carolina
$25.9K
HWA
1456
HHM Wealth Advisors
Tennessee
$25.8K -$40.7K -692 -62%
FWM
1457
Focused Wealth Management
New York
$25K +$19.8K +336 +487%
AIA
1458
Arcadia Investment Advisors
Idaho
$24.5K
HDIM
1459
Hanson & Doremus Investment Management
Vermont
$22K
AWM
1460
Atticus Wealth Management
Florida
$21.9K -$509K -8,648 -96%
HCP
1461
Hexagon Capital Partners
Arkansas
$19.1K -$59 -1 -0.3%
TAM
1462
Tucker Asset Management
Colorado
$19.1K
JWM
1463
Janiczek Wealth Management
Colorado
$19K +$1.71K +29 +11%
C
1464
Covestor
United Kingdom
$18K +$16.9K +287 +28,700%
SN
1465
Sittner & Nelson
Oregon
$17.6K
EL
1466
EMFO LLC
Florida
$17.1K
PFA
1467
Pathway Financial Advisers
Indiana
$16.5K +$15.7K +267 New
DAC
1468
Dividend Assets Capital
South Carolina
$16K
CAM
1469
Costello Asset Management
Pennsylvania
$15.9K
PP
1470
Pacifica Partners
Canada
$15.8K
LFA
1471
Legend Financial Advisors
Pennsylvania
$15.5K
MSCM
1472
McElhenny Sheffield Capital Management
Texas
$15.3K +$14.7K +249 New
DIP
1473
DT Investment Partners
Pennsylvania
$15K -$138K -2,351 -91%
VNA
1474
Valley National Advisers
Pennsylvania
$15K
BEI
1475
Benjamin Edwards Inc
Missouri
$15K +$59 +1 +0.4%

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.