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iShares Core MSCI Europe ETF

270 hedge funds and large institutions have $2.6B invested in iShares Core MSCI Europe ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 49 increasing their positions, 117 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,883% more call options, than puts

Call options by funds: $575K | Put options by funds: $29K

167% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 21

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

20% more capital invested

Capital invested by funds: $2.16B → $2.6B (+$439M)

12% more funds holding

Funds holding: 242270 (+28)

0.31% less ownership

Funds ownership: 70.82%70.51% (-0.31%)

58% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 117

Holders
270
Holders Change
+28
Holders Change %
+11.57%
% of All Funds
4.34%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
56
Increased
49
Reduced
117
Closed
21
Calls
$575K
Puts
$29K
Net Calls
+$546K
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$619M -$29.3M -650,516 -5%
Morgan Stanley
2
Morgan Stanley
New York
$172M -$14.8M -327,278 -8%
Bank of America
3
Bank of America
North Carolina
$111M -$4.33M -95,993 -4%
G
4
GenTrust
Florida
$89M +$2.9M +64,252 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$86.2M -$5.74M -127,245 -7%
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$77.3M
AG
7
AIA Group
Hong Kong
$74.6M +$1.7M +37,700 +2%
AssetMark Inc
8
AssetMark Inc
California
$67.1M -$11.8M -261,627 -16%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$66.4M +$18.8M +417,840 +43%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$62.9M +$29.9M +663,275 +100%
DZ Bank
11
DZ Bank
Germany
$61.3M +$7.61M +168,678 +15%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$54.3M -$2.41M -53,390 -4%
MG
13
Mather Group
Illinois
$50.9M +$14.9M +330,387 +45%
FIB
14
First Interstate Bank
Montana
$50.7M -$2.91M -64,512 -6%
Fisher Asset Management
15
Fisher Asset Management
Washington
$47M -$2.75M -60,940 -6%
Bank Julius Baer & Co
16
Bank Julius Baer & Co
Switzerland
$44.8M +$39.8M +882,691 +1,465%
RJA
17
Raymond James & Associates
Florida
$41.9M -$3.05M -67,615 -7%
WA
18
WestEnd Advisors
North Carolina
$41.6M -$1.82M -40,293 -4%
UBS Group
19
UBS Group
Switzerland
$38.9M -$1.91M -42,393 -5%
Truist Financial
20
Truist Financial
North Carolina
$31.8M -$2.41M -53,381 -7%
EPM
21
Elm Partners Management
Pennsylvania
$31.2M -$7.75M -171,904 -21%
MGP
22
Metis Global Partners
California
$29.3M +$15.9M +352,359 +133%
Osaic Holdings
23
Osaic Holdings
Arizona
$26.4M +$13.7M +304,209 +121%
FT
24
Fiduciary Trust
Massachusetts
$23.8M -$9.84M -218,142 -30%
EWA
25
ERTS Wealth Advisors
Michigan
$23.5M +$22.3M +494,309 New

IEUR Hedge Fund Activity: Q4 2022 in Review

270 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Europe ETF (IEUR) for Q4 2022, worth a combined $2.6B — up 20% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IEUR positions and 21 closed out — a net gain of 35 holders — while 49 added to existing stakes and 117 trimmed.

The largest buyer was Bank Julius Baer & Co, adding an estimated $39.8M. The largest seller was Jane Street, cutting an estimated $48.5M.

  • 270 institutional investors held iShares Core MSCI Europe ETF (IEUR) as of Q4 2022, up from 242 in Q3 2022.
  • Funds reported $2.6B of iShares Core MSCI Europe ETF stock for Q4 2022, up 20% quarter-over-quarter.
  • 56 funds opened new iShares Core MSCI Europe ETF positions in Q4 2022 and 21 closed out, a net change of +35 holders.
  • The largest iShares Core MSCI Europe ETF buyer in Q4 2022 was Bank Julius Baer & Co, an estimated $39.8M added.
  • The largest iShares Core MSCI Europe ETF seller in Q4 2022 was Jane Street, an estimated $48.5M sold.

Based on aggregated 13F filings for Q4 2022.