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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 %
AIM
1001
Avity Investment Management
Connecticut
$923K -$28.1K -388 -3%
EARNEST Partners
1002
EARNEST Partners
Georgia
$920K
SI
1003
SimpliFi Inc
California
$919K +$2.1K +29 +0.2%
LWMG
1004
Levy Wealth Management Group
Pennsylvania
$918K +$8.27K +114 +0.9%
TC
1005
Trust Company
Kansas
$917K
PIA
1006
Pinion Investment Advisors
Kansas
$916K +$916K +12,641 New
EWM
1007
Empirical Wealth Management
Washington
$911K -$78.2K -1,078 -8%
IIM
1008
INTECH Investment Management
Florida
$908K +$143K +1,977 +19%
AIM
1009
Aspen Investment Management
Michigan
$897K
MA
1010
Montag & Associates
Georgia
$892K
HNWAG
1011
High Net Worth Advisory Group
Florida
$892K
DA
1012
Doliver Advisors
Texas
$887K
WHG
1013
Westwood Holdings Group
Texas
$884K -$77.5K -1,068 -8%
BWM
1014
Baron Wealth Management
Michigan
$884K +$14.1K +194 +2%
CWP
1015
Curated Wealth Partners
California
$881K
BB
1016
Berkshire Bank
Massachusetts
$880K
T
1017
TRUADVICE
Florida
$879K -$4.98M -68,621 -85%
RDFA
1018
Ritter Daniher Financial Advisory
Ohio
$878K -$74.3K -1,025 -8%
VCM
1019
Viewpoint Capital Management
Washington
$877K +$299K +4,125 +52%
FFM
1020
Forum Financial Management
Illinois
$875K -$195K -2,688 -18%
FTS
1021
Fifth Third Securities
Ohio
$874K -$13.5K -186 -2%
CD
1022
Chapin Davis
Maryland
$873K +$9.79K +135 +1%
CG
1023
Cynosure Group
Utah
$870K -$34.8K -480 -4%
WTFG
1024
Wells Trecaso Financial Group
Ohio
$866K +$11.6K +160 +1%
ATC
1025
Adirondack Trust Company
New York
$864K +$66.5K +893 +8%