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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
CA
1501
Corrado Advisors
New Jersey
$7.77K +$7.42K +126 New
CWA
1502
Clearview Wealth Advisors
Oregon
$7.35K +$59 +1 +0.8%
TWA
1503
TCI Wealth Advisors
Arizona
$7.21K -$13.1K -223 -66%
MFA
1504
McClarren Financial Advisors
Pennsylvania
$7K +$59 +1 +0.9%
TWD
1505
True Wealth Design
Ohio
$6.16K +$5.88K +100 New
MWC
1506
MBM Wealth Consultants
Missouri
$6K +$5.94K +101 New
TSWM
1507
Tyler-Stone Wealth Management
Ohio
$5K
VCM
1508
Versant Capital Management
Arizona
$4.81K +$4.59K +78 New
KC
1509
Kenfarb & Co
Kentucky
$4.74K
CPA
1510
Cardiff Park Advisors
California
$4.19K -$111K -1,890 -97%
LFA
1511
LGT Financial Advisors
Texas
$4.07K +$3.88K +66 New
Simplex Trading
1512
Simplex Trading
Illinois
$4K -$57.3K -973 -93%
BHWM
1513
Bay Harbor Wealth Management
Maryland
$4K +$3.88K +66 New
AA
1514
Addison Advisors
Vermont
$3.64K +$3.47K +59 New
FCMT
1515
Founders Capital Management (Texas)
Texas
$3K
EE
1516
EWG Elevate
California
$2.59K +$2.47K +42 New
FCAS
1517
First Command Advisory Services
Texas
$2K
HH
1518
HWG Holdings
Texas
$2K +$1.59K +27 New
CI
1519
Cordant Inc
Oregon
$986 +$942 +16 New
DF
1520
DecisionPoint Financial
Arizona
$309 +$294 +5 New
IWP
1521
IAG Wealth Partners
Wisconsin
$247 +$235 +4 New
RWM
1522
Ruedi Wealth Management
Illinois
$217 +$235 +4 New
BIA
1523
Bell Investment Advisors
California
$123
SGC
1524
Slocum, Gordon & Co
Rhode Island
$123 +$118 +2 New
AWM
1525
Aspire Wealth Management
Massachusetts
$46 -$1.41K -24 -96%

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.