EFA icon

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 %
AC
1301
Apella Capital
Connecticut
$496K -$11.8K -159 -2%
EFS
1302
Essex Financial Services
Connecticut
$496K +$19.4K +257 +4%
SW
1303
SkyOak Wealth
Michigan
$493K
TFG
1304
Tilson Financial Group
New Jersey
$492K -$27.8K -369 -5%
EWP
1305
Elevation Wealth Partners
California
$488K +$67.9K +985 +16%
CWM
1306
Chemistry Wealth Management
New York
$488K
KWA
1307
Kingswood Wealth Advisors
California
$487K +$487K +6,462 New
HPC
1308
HM Payson & Co
Maine
$484K
WFA
1309
WestHill Financial Advisors
California
$483K -$7.99K -106 -2%
CC
1310
Callan Capital
California
$482K -$24.4K -324 -5%
HWM
1311
Howard Wealth Management
Connecticut
$479K +$6.56K +87 +1%
RSWM
1312
Robertson Stephens Wealth Management
California
$478K -$54.4K -722 -10%
MWM
1313
Mascoma Wealth Management
New Hampshire
$478K -$2.94K -39 -0.6%
DWM
1314
Dakota Wealth Management
Florida
$476K -$38.2K -507 -7%
ATI
1315
ARK & TLK Investments
Oklahoma
$475K +$475K +6,306 New
CCP
1316
Clarkston Capital Partners
Michigan
$475K
BWA
1317
Beam Wealth Advisors
Louisiana
$475K -$829 -11 -0.2%
OSAM
1318
O'Shaughnessy Asset Management
Connecticut
$472K +$333K +4,422 +239%
NFG
1319
Nations Financial Group
Iowa
$472K -$1.52M -20,133 -76%
CWM
1320
Curi Wealth Management
North Carolina
$471K +$90.2K +1,197 +24%
IWS
1321
Insight Wealth Strategies
California
$471K +$33.4K +443 +8%
EI
1322
Ellevest Inc
New York
$470K +$22.2K +295 +5%
CAM
1323
Close Asset Management
United Kingdom
$469K
AWM
1324
Aberdeen Wealth Management
Illinois
$468K
Fisher Asset Management
1325
Fisher Asset Management
Washington
$466K -$497K -6,589 -52%