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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
GB
1551
Gunma Bank
Japan
-$737K -14,000 Closed
JWCA
1552
J.W. Coons Advisors
Ohio
-$724K -13,750 Closed
NP
1553
NorthRock Partners
Minnesota
-$708K -13,449 Closed
CCMD
1554
Cypress Capital Management (Delaware)
Delaware
-$705K -13,392 Closed
RCM
1555
Rivernorth Capital Management
Florida
-$679K -12,897 Closed
VW
1556
Vance Wealth
California
-$591K -11,214 Closed
EWS
1557
Evergreen Wealth Solutions
Pennsylvania
-$512K -9,725 Closed
EGWAG
1558
Elwood & Goetz Wealth Advisory Group
Georgia
-$479K -9,091 Closed
ST
1559
Sabal Trust
Florida
-$455K -8,640 Closed
PIA
1560
Pinion Investment Advisors
Kansas
-$391K -7,428 Closed
GA
1561
Geller Advisors
New York
-$361K -6,861 Closed
SCFS
1562
S.C. Financial Services
Arizona
-$353K -6,698 Closed
KPWG
1563
KFA Private Wealth Group
Virginia
-$353K -6,696 Closed
WWM
1564
Windsor Wealth Management
Indiana
-$331K -6,185 Closed
BFA
1565
BMS Financial Advisors
South Dakota
-$317K -6,013 Closed
AAS
1566
Annex Advisory Services
Wisconsin
-$311K -5,905 Closed
MWM
1567
Maltin Wealth Management
New Jersey
-$296K -5,620 Closed
CG
1568
Corundum Group
Colorado
-$289K -5,493 Closed
CWP
1569
Curated Wealth Partners
California
-$287K -5,450 Closed
OPOWM
1570
One Plus One Wealth Management
Florida
-$264K -5,016 Closed
PIA
1571
Perennial Investment Advisors
California
-$253K -4,811 Closed
FVWA
1572
Foster Victor Wealth Advisors
South Carolina
-$260K -4,792 Closed
XF
1573
XML Financial
Maryland
-$252K -4,790 Closed
TC
1574
Telemus Capital
Michigan
-$242K -4,588 Closed
VWA
1575
V Wealth Advisors
Kansas
-$239K -4,538 Closed

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.