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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
Bank of America
1
Bank of America
North Carolina
$12.5B -$139M -2,361,619 -1%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$4.43B +$1.86B +31,655,523 +79%
Morgan Stanley
3
Morgan Stanley
New York
$4.31B -$176M -2,986,415 -4%
TF
4
TIAA FSB
Florida
$3.85B -$7.57M -128,703 -0.2%
AWA
5
Arete Wealth Advisors
Illinois
$3.42B +$1.84M +31,341 +130%
BlackRock
6
BlackRock
New York
$2.61B -$214M -3,628,059 -8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.56B +$64.8M +1,101,681 +3%
LPL Financial
8
LPL Financial
California
$1.72B +$11.8M +201,251 +0.7%
RJA
9
Raymond James & Associates
Florida
$1.71B +$39.1M +664,483 +2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$1.52B +$25.8M +438,454 +2%
UBS Group
11
UBS Group
Switzerland
$1.4B +$6.62M +112,413 +0.5%
Goldman Sachs
12
Goldman Sachs
New York
$1.39B -$148M -2,506,421 -10%
Wells Fargo
13
Wells Fargo
California
$1.34B +$5.73M +97,412 +0.4%
US Bancorp
14
US Bancorp
Minnesota
$1.34B +$4.06M +68,910 +0.3%
M&T Bank
15
M&T Bank
New York
$967M -$43.9M -745,899 -5%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$947M -$279M -4,732,375 -24%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$926M +$61.5M +1,045,677 +7%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$851M +$26.4M +449,080 +3%
Betterment LLC
19
Betterment LLC
New York
$758M +$182M +3,092,198 +34%
JP Morgan Chase
20
JP Morgan Chase
New York
$648M -$79.5M -1,350,955 -11%
UCFA
21
United Capital Financial Advisors
Texas
$615M +$14.2M +241,204 +2%
NMIMC
22
Northwestern Mutual Investment Management Company
Wisconsin
$593M -$267M -4,542,164 -32%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$586M
Stifel Financial
24
Stifel Financial
Missouri
$575M -$8.23M -139,865 -1%
APF
25
Alaska Permanent Fund
Alaska
$547M +$15.5M +263,731 +3%

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.