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iShares MSCI EAFE ETF

1,718 hedge funds and large institutions have $38.2B invested in iShares MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 485 increasing their positions, 753 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,718
Holders Change
+22
Holders Change %
+1.3%
% of All Funds
27.5%
Holding in Top 10
177
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+10.63%
% of All Funds
2.83%
New
152
Increased
485
Reduced
753
Closed
89
Calls
$3.75B
Puts
$5.93B
Net Calls
-$2.18B
Net Calls Change
+$537M
Name Holding Trade Value Shares
Change
Shares
Change %
SL
151
Salomon & Ludwin
Virginia
$25.2M +$1.3M +18,184 +5%
TWM
152
Tanglewood Wealth Management
Texas
$25M +$4.93M +68,953 +25%
BCM
153
BTC Capital Management
Iowa
$24.7M +$2.81M +39,257 +13%
PWM
154
Paulson Wealth Management
Illinois
$24.6M +$903K +12,625 +4%
Fiera Capital (Canada)
155
Fiera Capital (Canada)
Quebec, Canada
$24.4M +$1.19M +16,584 +5%
BCI
156
Brinker Capital Investments
Pennsylvania
$24.2M +$2.51M +35,047 +12%
OPS
157
Orion Portfolio Solutions
Nebraska
$24.2M +$22.6M +315,889 +1,367%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$24.1M +$4.54M +63,717 +23%
Retirement Systems of Alabama
159
Retirement Systems of Alabama
Alabama
$24M
TCM
160
Twele Capital Management
Minnesota
$23.9M -$2.7M -37,750 -10%
SWPG
161
Strategic Wealth Partners Group
Illinois
$23.1M +$5.55M +76,026 +32%
ZCM
162
Ziegler Capital Management
Illinois
$23M
PA
163
Parkside Advisors
California
$22.8M -$413K -5,768 -2%
NP
164
NorthRock Partners
Minnesota
$22.7M -$528K -7,387 -2%
VCM
165
Verger Capital Management
North Carolina
$22.6M -$1.28M -17,875 -5%
CI
166
Conning Inc
Connecticut
$22.5M -$6.05M -84,630 -21%
PFO
167
Pathstone Family Office
New Jersey
$22.2M -$22.5M -314,623 -50%
Aristotle Capital Management
168
Aristotle Capital Management
California
$22.2M -$55.8M -779,644 -72%
FNBT
169
FineMark National Bank & Trust
Florida
$22M -$7.59M -106,120 -26%
PFP
170
Pinnacle Financial Partners
Tennessee
$21.9M +$2.09M +29,242 +11%
JRP
171
Jasper Ridge Partners
California
$21.8M
MMFA
172
Main Management Fund Advisors
California
$21.7M +$4.33M +60,600 +25%
SW
173
SVB Wealth
Massachusetts
$21.7M -$1.21M -16,984 -5%
COI
174
Connable Office Inc
Michigan
$21.7M -$675K -9,440 -3%
AI
175
Arrien Investments
Idaho
$21.6M +$21.6M +301,689 New