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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 %
EP
1251
Edgestream Partners
New Jersey
$563K +$311K +4,131 +124%
ACM
1252
Armbruster Capital Management
New York
$562K
SAS
1253
Stelac Advisory Services
New York
$559K
PWM
1254
PBMares Wealth Management
Virginia
$557K +$75 +1 +0%
LWM
1255
Liberty Wealth Management
California
$557K +$119K +1,725 +27%
LA
1256
Lifeworks Advisors
Michigan
$555K -$339K -4,500 -38%
AWA
1257
Amplius Wealth Advisors
Pennsylvania
$555K -$552K -7,327 -50%
BWFA
1258
Baltimore-Washington Financial Advisors
Maryland
$554K -$527K -7,000 -49%
PCS
1259
Personal CFO Solutions
New Jersey
$553K +$121K +1,611 +28%
TT
1260
TI-Trust
Illinois
$553K
FAB
1261
First American Bank
Illinois
$551K
PAM
1262
Peak Asset Management
Colorado
$551K
CNB
1263
Camden National Bank
Maine
$549K
AA
1264
Ancora Advisors
Ohio
$547K +$16.1K +214 +3%
MSAM
1265
Moloney Securities Asset Management
Missouri
$547K -$30.4K -404 -5%
DI
1266
DDFG Inc
California
$542K +$1.28K +17 +0.2%
RWM
1267
RKL Wealth Management
Pennsylvania
$534K -$4.75K -63 -0.9%
OIA
1268
Optimum Investment Advisors
Illinois
$530K -$15.8K -210 -3%
AUB
1269
Atlantic Union Bankshares
Virginia
$530K -$126K -1,670 -19%
AAM
1270
Austin Asset Management
Texas
$529K
CMAI
1271
Capital Management Associates Inc
Minnesota
$529K +$529K +1,450 New
TDWM
1272
Topel & Distasi Wealth Management
California
$529K
TCOO
1273
Trust Company of Oklahoma
Oklahoma
$527K
LCM
1274
Leisure Capital Management
California
$527K +$38K +504 +8%
ADL
1275
Asset Dedication LLC
California
$526K -$41.4K -549 -7%