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iShares MSCI EAFE ETF

1,772 hedge funds and large institutions have $39.3B invested in iShares MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 646 increasing their positions, 704 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,772
Holders Change
+54
Holders Change %
+3.14%
% of All Funds
27.95%
Holding in Top 10
173
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.26%
% of All Funds
2.73%
New
127
Increased
646
Reduced
704
Closed
58
Calls
$3.56B
Puts
$5.61B
Net Calls
-$2.05B
Net Calls Change
+$130M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
701
CM Wealth Advisors
Ohio
$2.3M +$2.3M +30,908 New
BG
702
Bahl & Gaynor
Ohio
$2.29M +$42.1K +580 +2%
NIM
703
Nexus Investment Management
Ontario, Canada
$2.29M
GFP
704
Gryphon Financial Partners
Ohio
$2.29M +$12.5K +173 +0.6%
MWAM
705
Manhattan West Asset Management
California
$2.28M -$17K -235 -0.7%
TI
706
Tidal Investments
Wisconsin
$2.27M -$163K -2,243 -7%
BMCM
707
Black Maple Capital Management
Wisconsin
$2.27M
BOH
708
Bank of Hawaii
Hawaii
$2.26M +$3.48K +48 +0.2%
PWM
709
Palumbo Wealth Management
New York
$2.26M -$552K -7,608 -20%
TPM
710
Triasima Portfolio Management
Quebec, Canada
$2.25M -$38.4K -400 -2%
LA
711
Lane & Associates
New Jersey
$2.25M +$77.3K +1,066 +4%
Wealth Enhancement Advisory Services
712
Wealth Enhancement Advisory Services
Minnesota
$2.25M -$1.42M -19,639 -39%
SWA
713
Stratos Wealth Advisors
Ohio
$2.23M +$414K +5,707 +23%
SMA
714
Sage Mountain Advisors
Georgia
$2.23M +$350K +4,830 +19%
EIP
715
Ellis Investment Partners
Pennsylvania
$2.22M +$42.5K +586 +2%
FAM
716
Forte Asset Management
New York
$2.22M -$15.9K -219 -0.7%
SFG
717
Sowa Financial Group
Rhode Island
$2.19M -$652 -9 -0%
SW
718
SlateStone Wealth
Florida
$2.19M +$617K +8,505 +39%
FTC
719
Farmers Trust Company
Ohio
$2.19M -$73 -1 -0%
Charles Schwab
720
Charles Schwab
California
$2.18M -$27.9K -385 -1%
GI
721
GS Investments
Minnesota
$2.17M +$51.8K +715 +2%
T
722
TCWP
Ohio
$2.16M +$45.9K +633 +2%
PMG
723
ProVise Management Group
Florida
$2.16M +$71.1K +981 +3%
CGPCS
724
Capital Group Private Client Services
California
$2.16M +$379K +5,229 +21%
RT
725
Rockland Trust
Massachusetts
$2.15M -$279K -3,843 -11%