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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 %
OPCM
801
Osborne Partners Capital Management
California
$1.71M -$38.6K -533 -2%
BAM
802
Berkshire Asset Management
Pennsylvania
$1.7M +$17K +235 +1%
HCM
803
Hillman Capital Management
Maryland
$1.7M -$26K -359 -2%
Carson Wealth (CWM LLC)
804
Carson Wealth (CWM LLC)
Nebraska
$1.7M +$294K +4,055 +21%
EW
805
Evoke Wealth
California
$1.68M +$9.14K +126 +0.5%
Members Trust
806
Members Trust
Florida
$1.68M -$488K -6,733 -23%
RCA
807
Resonant Capital Advisors
Wisconsin
$1.67M -$17.8K -245 -1%
SAM
808
Strategy Asset Managers
California
$1.67M +$1.06M +14,567 +173%
ACIM
809
Azimuth Capital Investment Management
Michigan
$1.66M +$59.5K +821 +4%
MSFS
810
Main Street Financial Solutions
Pennsylvania
$1.65M -$4.57K -63 -0.3%
WP
811
Westmount Partners
California
$1.64M +$18.1K +250 +1%
CCM
812
Chilton Capital Management
Texas
$1.64M -$41.5K -572 -2%
GSWM
813
Greenup Street Wealth Management
Michigan
$1.64M -$262K -3,615 -14%
FA
814
FDx Advisors
Illinois
$1.64M +$192K +2,649 +13%
TVAMP
815
Tennessee Valley Asset Management Partners
Tennessee
$1.64M -$12.3K -169 -0.7%
OL
816
Optas LLC
Texas
$1.63M
BMCM
817
Bryn Mawr Capital Management
Pennsylvania
$1.62M -$127K -1,745 -7%
VWA
818
Visionary Wealth Advisors
Illinois
$1.62M +$18.1K +249 +1%
GFS
819
GYL Financial Synergies
Connecticut
$1.62M +$155K +2,134 +11%
SGWM
820
Sterling Group Wealth Management
California
$1.61M +$271K +3,731 +20%
SAM
821
Sequent Asset Management
Texas
$1.6M -$806K -11,123 -34%
GFWA
822
Grey Fox Wealth Advisors
Delaware
$1.59M +$69.7K +961 +5%
JJBC
823
James J. Burns & Company
New York
$1.59M +$12K +165 +0.8%
PAM
824
Private Asset Management
California
$1.58M +$41.3K +570 +3%
DL
825
DOHJ LLC
Washington
$1.58M +$609K +8,394 +63%