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iShares MSCI EAFE ETF

1,855 hedge funds and large institutions have $42.7B invested in iShares MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 657 increasing their positions, 678 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+116
Holders Change %
+6.67%
% of All Funds
27.19%
Holding in Top 10
163
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.62%
% of All Funds
2.39%
New
230
Increased
657
Reduced
678
Closed
80
Calls
$5.91B
Puts
$7.38B
Net Calls
-$1.47B
Net Calls Change
+$908M
Name Holding Trade Value Shares
Change
Shares
Change %
FSWA
751
Financial Synergies Wealth Advisors
Texas
$2.12M +$241K +3,666 +13%
MWM
752
Modern Wealth Management
Kansas
$2.12M +$2.12M +28,101 New
BBA
753
BLB&B Advisors
Pennsylvania
$2.11M +$55.8K +740 +3%
WF
754
Welch & Forbes
Massachusetts
$2.11M
AB
755
Atlas Brown
Kentucky
$2.1M -$3.17K -42 -0.2%
BFO
756
Biltmore Family Office
North Carolina
$2.1M -$5.65K -75 -0.3%
PMG
757
ProVise Management Group
Florida
$2.1M -$40.1K -532 -2%
PCM
758
Parsons Capital Management
Rhode Island
$2.09M +$1.88K +25 +0.1%
NS
759
NBC Securities
Alabama
$2.08M +$11.4K +152 +0.6%
CAM
760
Congress Asset Management
Massachusetts
$2.08M
SFG
761
Sowa Financial Group
Rhode Island
$2.08M -$88.2K -1,170 -4%
LT
762
Legacy Trust
Michigan
$2.08M +$109K +1,448 +6%
BWM
763
BigSur Wealth Management
Florida
$2.06M
Invesco
764
Invesco
Georgia
$2.05M +$880K +11,678 +75%
TLFA
765
True Link Financial Advisors
California
$2.05M -$406K -5,387 -17%
KFP
766
KMG Fiduciary Partners
Ohio
$2.05M +$151 +2 +0%
KPWG
767
KFA Private Wealth Group
Virginia
$2.05M +$141K +1,873 +7%
CCFM
768
Clear Creek Financial Management
Washington
$2.05M -$4.87M -64,663 -70%
SAF
769
Smith Anglin Financial
Texas
$2.04M -$51.8K -688 -2%
BA
770
Brightwater Advisory
Florida
$2.03M +$2.03M +26,926 New
BHWM
771
Bar Harbor Wealth Management
New Hampshire
$2.03M +$101K +1,336 +5%
RT
772
Rockland Trust
Massachusetts
$2M +$54.6K +725 +3%
BMCM
773
Bryn Mawr Capital Management
Pennsylvania
$2M +$136K +1,811 +7%
BONH
774
Bank of New Hampshire
New Hampshire
$2M -$14.3K -190 -0.7%
PCA
775
Pallas Capital Advisors
Massachusetts
$1.99M +$10.6K +141 +0.5%