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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 %
BWAM
801
Boyd Watterson Asset Management
Ohio
$1.91M -$30.1K -400 -2%
TCWA
802
Turtle Creek Wealth Advisors
Texas
$1.9M +$1.9M +25,261 New
PO
803
Private Ocean
California
$1.9M +$35.6K +472 +2%
RFO
804
RiverGlades Family Offices
Florida
$1.89M
GSIS
805
Global Strategic Investment Solutions
Arizona
$1.87M -$36.7K -487 -2%
DWP
806
Daymark Wealth Partners
Ohio
$1.87M +$111K +1,471 +6%
M
807
MOTCO
Texas
$1.87M -$13.6K -180 -0.7%
TFA
808
Tobias Financial Advisors
Florida
$1.87M +$117K +1,548 +7%
WP
809
Westmount Partners
California
$1.86M +$67.1K +890 +4%
DL
810
DOHJ LLC
Washington
$1.84M +$1.26M +16,784 +219%
LA
811
Latitude Advisors
Florida
$1.84M +$1.84M +24,439 New
BWM
812
Baystate Wealth Management
Massachusetts
$1.84M +$389K +5,157 +27%
AFS
813
Axiom Financial Strategies
Indiana
$1.84M
TPM
814
Triasima Portfolio Management
Quebec, Canada
$1.84M
CAM
815
Cubic Asset Management
Massachusetts
$1.84M -$35.8K -475 -2%
APG
816
Abacus Planning Group
South Carolina
$1.83M -$176K -2,342 -9%
FAM
817
Forte Asset Management
New York
$1.83M -$91.2K -1,210 -5%
JWWM
818
Johnson & White Wealth Management
Pennsylvania
$1.81M +$155K +2,057 +9%
LJHT
819
Laurie J. Hall Trustee
$1.8M -$11.3K -150 -0.6%
MFA
820
Mayflower Financial Advisors
Massachusetts
$1.79M +$4.75K +63 +0.3%
DWA
821
Dougherty Wealth Advisers
Minnesota
$1.79M +$1.79M +23,748 New
MFG
822
MidWestOne Financial Group
Iowa
$1.78M +$7.31K +97 +0.4%
HCM
823
Hillman Capital Management
Maryland
$1.78M -$5.35K -71 -0.3%
VWA
824
Visionary Wealth Advisors
Illinois
$1.77M +$141K +1,868 +9%
BAM
825
Berkshire Asset Management
Pennsylvania
$1.76M