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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
IP
201
Isthmus Partners
Wisconsin
$29.3M +$28M +475,104 New
CWM
202
Cranbrook Wealth Management
Michigan
$28.9M -$5.15M -87,569 -16%
SPIA
203
Steward Partners Investment Advisory
New York
$28.9M +$321K +5,462 +1%
NA
204
NewEdge Advisors
Louisiana
$28.4M +$9.43M +160,264 +32%
IWC
205
Integrated Wealth Concepts
Massachusetts
$28.3M -$1.09M -18,591 -4%
BWM
206
BerganKDV Wealth Management
Minnesota
$28.1M +$1.36M +23,179 +5%
AWC
207
Abundance Wealth Counselors
Pennsylvania
$27.9M -$13.6M -231,196 -34%
MPW
208
MA Private Wealth
California
$27.8M +$1.34M +22,752 +5%
SIRP
209
Shelter Insurance Retirement Plan
Missouri
$27.7M -$9.6M -163,161 -27%
FFW
210
Fusion Family Wealth
New York
$26.9M +$16.7M +283,306 +184%
NQWM
211
Northwest Quadrant Wealth Management
Oregon
$26.9M -$174K -2,959 -0.7%
DT
212
Daniels + Tansey
Delaware
$26.8M +$5.6M +95,189 +28%
ANTB
213
AMG National Trust Bank
Colorado
$26.6M +$1.39M +23,650 +6%
BPA
214
Beacon Pointe Advisors
California
$26.5M +$4.34M +73,734 +21%
F
215
F3Logic
Minnesota
$26.3M -$6.17M -104,751 -20%
GBS
216
Gallagher Benefit Services
Illinois
$26.3M +$25.1M +427,020 New
KA
217
Klingman & Associates
New York
$26.3M +$9.14M +155,376 +57%
AWS
218
Atria Wealth Solutions
New York
$26.2M -$44.8K -761 -0.2%
AIM
219
Acropolis Investment Management
Missouri
$25.9M -$657K -11,158 -3%
TLFA
220
True Link Financial Advisors
California
$25.7M +$2.03M +34,508 +9%
FCH
221
Freestone Capital Holdings
Washington
$25.7M +$22.8M +387,244 +1,336%
AWM
222
AE Wealth Management
Kansas
$25.5M -$2.26M -38,390 -8%
RWG
223
Ratio Wealth Group
Colorado
$25.3M +$3.94M +67,016 +20%
BCI
224
Brinker Capital Investments
Pennsylvania
$24.9M +$60K +1,019 +0.3%
SHWM
225
Smith & Howard Wealth Management
Georgia
$24.8M +$3.27M +55,638 +16%

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.