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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
WF
1576
Williams Financial
Vermont
-$232K -4,403 Closed
WAG
1577
Winthrop Advisory Group
Massachusetts
-$231K -4,392 Closed
TNA
1578
True North Advisors
Texas
-$224K -4,268 Closed
WFM
1579
Wolff Financial Management
Michigan
-$217K -4,126 Closed
GIM
1580
Goelzer Investment Management
Indiana
-$217K -4,116 Closed
DWM
1581
Dakota Wealth Management
Florida
-$214K -4,061 Closed
SWM
1582
Shakespeare Wealth Management
Wisconsin
-$212K -4,030 Closed
BOTW
1583
Bank of the West
California
-$211K -4,000 Closed
OWA
1584
Outlook Wealth Advisors
Texas
-$210K -3,999 Closed
CWM
1585
Collaborative Wealth Management
Florida
-$208K -3,948 Closed
Wolverine Trading
1586
Wolverine Trading
Illinois
-$231K -3,917 Closed
SEIA
1587
Signature Estate & Investment Advisors
California
-$204K -3,874 Closed
CWM
1588
Cahill Wealth Management
Michigan
-$202K -3,854 Closed
APW
1589
Axim Planning & Wealth
Ohio
-$183K -3,483 Closed
TIM
1590
Tevis Investment Management
Texas
-$179K -3,394 Closed
HGERS
1591
Householder Group Estate & Retirement Specialist
Arizona
-$145K -2,766 Closed
UCB
1592
United Community Bank
South Carolina
-$121K -2,293 Closed
KSWA
1593
Kathleen S. Wright Associates
Pennsylvania
-$113K -2,150 Closed
ACM
1594
Absolute Capital Management
Pennsylvania
-$98.3K -1,864 Closed
TFM
1595
TFC Financial Management
Massachusetts
-$96K -1,820 Closed
NC
1596
NewSquare Capital
Pennsylvania
-$85K -1,607 Closed
CAAS
1597
Capital Asset Advisory Services
Michigan
-$83K -1,576 Closed
ACK
1598
Andrew C. Karlinski
-$65K -1,243 Closed
GWSG
1599
GPS Wealth Strategies Group
Colorado
-$54K -1,023 Closed
CTB
1600
Country Trust Bank
Illinois
-$36K -690 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.