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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
MMA
151
Miracle Mile Advisors
California
$42.7M +$17.9M +303,770 +78%
WA
152
Wilshire Advisors
California
$42.5M -$2.17M -36,808 -5%
FNT
153
First National Trust
Pennsylvania
$42.1M +$7.58M +128,776 +23%
Financial Engines Advisors
154
Financial Engines Advisors
California
$42.1M -$1.14M -19,398 -3%
RMC
155
Regis Management Company
California
$41.7M -$1.33M -22,529 -3%
BSB
156
Bangor Savings Bank
Maine
$41M -$1.91M -32,456 -5%
DLDF
157
Dan L. Duncan Foundation
Texas
$41M +$210K +3,566 +0.5%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$41M +$17.3M +294,467 +81%
TCBWMS
159
Texas Capital Bank Wealth Management Services
Texas
$40.1M -$6.79M -115,371 -15%
TFCP
160
Twin Focus Capital Partners
Massachusetts
$39.4M +$15M +255,592 +67%
MCWS
161
McKinley Carter Wealth Services
West Virginia
$39.3M -$1.62M -27,441 -4%
MW
162
Marcum Wealth
Ohio
$39.3M +$1.08M +18,360 +3%
FWI
163
Facet Wealth Inc
Maryland
$39.1M +$26.4M +449,135 +319%
AWA
164
Aaron Wealth Advisors
Illinois
$38.8M +$3.19M +54,258 +9%
LSAG
165
Lake Street Advisors Group
New Hampshire
$38.6M +$278K +4,730 +0.8%
WSTAM
166
Wilbanks Smith & Thomas Asset Management
Virginia
$38.5M -$1.57M -26,728 -4%
CFG
167
Compton Financial Group
Maryland
$38.3M +$471K +8,010 +1%
SFP
168
Shepherd Financial Partners
Massachusetts
$37.1M +$4.59M +77,930 +15%
KAS
169
Kestra Advisory Services
Texas
$36.4M -$12.8M -216,827 -27%
BWM
170
Brickley Wealth Management
California
$36.3M -$850K -14,435 -2%
CCA
171
Conservest Capital Advisors
Pennsylvania
$36.2M +$34.6M +587,094 New
CFO
172
Callan Family Office
Pennsylvania
$36M +$34.3M +583,382 New
LIA
173
LBMC Investment Advisors
Tennessee
$35.9M -$115K -1,951 -0.3%
CCFCSB
174
Cape Cod Five Cents Savings Bank
Massachusetts
$35.5M -$6.31M -107,161 -16%
IWMA
175
Ironwood Wealth Management (Arizona)
Arizona
$35.3M -$6.93M -117,824 -17%

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.