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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 %
SFP
1651
Sweet Financial Partners
Minnesota
$211K +$211K +2,798 New
FCM
1652
Fogel Capital Management
Florida
$211K +$211K +2,806 New
MPI
1653
Mairs & Power Inc
Minnesota
$210K +$210K +2,792 New
IF
1654
IRON Financial
Illinois
$210K +$210K +2,792 New
FCA
1655
FLC Capital Advisors
California
$210K +$210K +2,786 New
BWG
1656
Balanced Wealth Group
Ohio
$209K +$209K +2,777 New
HB
1657
HTLF Bank
Colorado
$209K +$209K +2,777 New
EFA
1658
Evernest Financial Advisors
Indiana
$209K +$209K +2,777 New
MWM
1659
Merriman Wealth Management
Washington
$209K -$102K -1,350 -33%
WCM
1660
Winthrop Capital Management
Indiana
$208K +$208K +2,759 New
WH
1661
Willner & Heller
California
$208K +$208K +2,759 New
PMG
1662
Private Management Group
California
$208K +$208K +2,755 New
AIA
1663
Armor Investment Advisors
North Carolina
$206K
BCA
1664
Bay Colony Advisors
Massachusetts
$205K +$205K +2,724 New
RPSA
1665
Richard P. Slaughter Associates
Texas
$204K -$64.6K -857 -24%
MA
1666
MONECO Advisors
Connecticut
$204K +$204K +2,708 New
IFWM
1667
Institute for Wealth Management
Colorado
$204K +$204K +2,706 New
CT
1668
Clearstead Trust
Maine
$204K
JWM
1669
Jackson Wealth Management
Florida
$203K +$203K +2,700 New
SHIM
1670
Stone House Investment Management
Pennsylvania
$202K +$202K +2,685 New
SWMG
1671
Sard Wealth Management Group
Georgia
$202K +$202K +2,685 New
NCM
1672
Northwest Capital Management
Oregon
$201K
1CP
1673
17 Capital Partners
Arizona
$201K +$201K +2,669 New
LWM
1674
Lakeridge Wealth Management
Ohio
$201K +$201K +2,663 New
KOCAA
1675
Knights of Columbus Asset Advisors
Connecticut
$193K +$21.3K +283 +12%