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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
SIS
1476
Sound Income Strategies
Florida
$14.6K -$13.5K -229 -49%
OC
1477
Oakworth Capital
Alabama
$14.1K -$26.1K -444 -66%
GWMI
1478
Guardian Wealth Management (Illinois)
Illinois
$14.1K -$5.12K -87 -28%
GFWA
1479
Grey Fox Wealth Advisors
Delaware
$14.1K +$13.4K +228 New
NL
1480
NEPC LLC
Massachusetts
$13.9K
AWM
1481
AllSquare Wealth Management
New York
$13.4K
Mawer Investment Management
1482
Mawer Investment Management
Alberta, Canada
$12.9K +$12.4K +210 New
NF
1483
Norwood Financial
Pennsylvania
$12.3K -$32.4K -550 -73%
OCM
1484
Orion Capital Management
California
$12.1K
FA
1485
Fortis Advisors
Pennsylvania
$11.8K +$11.3K +192 New
CPFP
1486
Clear Perspectives Financial Planning
Ohio
$11.8K +$9.95K +169 +768%
CB
1487
CNB Bank
Pennsylvania
$11.5K
FCA
1488
Fortis Capital Advisors
Kansas
$10.7K +$10.2K +174 New
JMF
1489
Johnson Midwest Financial
Iowa
$10K
ME
1490
McIlrath & Eck
Washington
$9.31K
LSA
1491
Lansing Street Advisors
Pennsylvania
$9.06K
AF
1492
Affiance Financial
Minnesota
$9.06K +$8.65K +147 New
JIR
1493
James Investment Research
Ohio
$9K
CCMI
1494
Creative Capital Management Investments
California
$9K +$8.47K +144 New
MAWA
1495
Moss Adams Wealth Advisors
Washington
$9K +$8.59K +146 New
IF
1496
Integrity Financial
Wyoming
$9K
GA
1497
GoalVest Advisory
New York
$8.81K -$108K -1,832 -93%
CAS
1498
Coppell Advisory Solutions
Texas
$8.38K +$8K +136 New
CASC
1499
Coppell Advisory Solutions Corp
Texas
$8.38K +$8K +136 New
BCM
1500
Blume Capital Management
California
$7.83K

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.