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iShares MSCI EAFE ETF

1,842 hedge funds and large institutions have $44.9B invested in iShares MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 481 increasing their positions, 823 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,842
Holders Change
-13
Holders Change %
-0.7%
% of All Funds
26.7%
Holding in Top 10
156
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.29%
% of All Funds
2.26%
New
122
Increased
481
Reduced
823
Closed
109
Calls
$5.36B
Puts
$9.17B
Net Calls
-$3.81B
Net Calls Change
-$2.34B
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$15.9M -$1.61M -20,152 -9%
UFA
227
US Financial Advisors
Massachusetts
$15.8M +$299K +3,744 +2%
FPCP
228
Fort Point Capital Partners
California
$15.6M -$259K -3,246 -2%
AWS
229
Atria Wealth Solutions
New York
$15.6M +$240K +3,001 +2%
TIAA Trust, National Association
230
TIAA Trust, National Association
North Carolina
$15.5M -$14.5K -182 -0.1%
HWA
231
Heartwood Wealth Advisors
Virginia
$15.2M -$4.15M -51,982 -21%
UB
232
UMB Bank
Missouri
$15.1M +$7.27K +91 +0%
HWM
233
HB Wealth Management
Georgia
$14.3M -$342K -4,279 -2%
SFG
234
SNS Financial Group
Minnesota
$14.2M -$683K -8,552 -5%
LGWM
235
Litman Gregory Wealth Management
California
$14.1M +$192K +2,402 +1%
CBT
236
Central Bank & Trust
Kentucky
$14.1M +$3.95M +49,410 +39%
Parallax Volatility Advisers
237
Parallax Volatility Advisers
California
$14.1M -$2.68M -33,520 -16%
OFG
238
Oxford Financial Group
Indiana
$14M -$293K -3,666 -2%
HBT
239
Hills Bank & Trust
Iowa
$13.9M -$47.6K -596 -0.3%
HWA
240
Heritage Wealth Advisors
Virginia
$13.9M -$39.5K -494 -0.3%
MA
241
Marquette Associates
Illinois
$13.9M +$13.6M +170,295 +5,277%
MA
242
MCF Advisors
Kentucky
$13.8M -$173K -2,162 -1%
OCM
243
One Capital Management
California
$13.8M -$183K -2,291 -1%
AAS
244
Avantax Advisory Services
Texas
$13.8M -$1.49M -18,631 -10%
BBHC
245
Brown Brothers Harriman & Co
New York
$13.7M +$398K +4,983 +3%
CCA
246
Checchi Capital Advisers
California
$13.7M -$592K -7,413 -4%
OC
247
Oppenheimer & Co
New York
$13.6M +$236K +2,954 +2%
AIA
248
Alera Investment Advisors
Illinois
$13.5M -$1.56M -19,536 -10%
WA
249
Waverly Advisors
Alabama
$13.3M +$1.45M +18,169 +12%
CASB
250
Cape Ann Savings Bank
Massachusetts
$13.1M -$79.7K -998 -0.6%