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iShares MSCI EAFE ETF

1,925 hedge funds and large institutions have $43B invested in iShares MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 688 increasing their positions, 667 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,925
Holders Change
+81
Holders Change %
+4.39%
% of All Funds
25.62%
Holding in Top 10
133
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-15.82%
% of All Funds
1.77%
New
233
Increased
688
Reduced
667
Closed
113
Calls
$5.24B
Puts
$6.34B
Net Calls
-$1.1B
Net Calls Change
+$1.92B
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
1801
West Financial Advisors
Iowa
$65.8K +$38.5K +509 +141%
CSPIA
1802
Cary Street Partners Investment Advisory
Virginia
$65.5K -$2.45M -32,346 -97%
SIS
1803
Sound Income Strategies
Florida
$65.2K -$2.36M -31,275 -97%
AAG
1804
Armstrong Advisory Group
Massachusetts
$64.7K +$62.7K +829 +3,070%
BCMLT
1805
Beacon Capital Management LLC (Tennessee)
Tennessee
$64.2K +$907 +12 +1%
AF
1806
Atala Financial
California
$63.7K +$63.7K +843 New
GWANC
1807
Guardian Wealth Advisors (North Carolina)
North Carolina
$62.8K +$62.8K +831 New
SAM
1808
Smartleaf Asset Management
Massachusetts
$62.6K +$151 +2 +0.2%
VWA
1809
Valued Wealth Advisors
Utah
$60.3K -$9.91K -131 -14%
POIA
1810
Pin Oak Investment Advisors
Texas
$57K
PSB
1811
Piscataqua Savings Bank
New Hampshire
$55.6K
SN
1812
Sittner & Nelson
Oregon
$54.4K
LAMC
1813
Longview Asset Management (California)
California
$54.4K +$54.4K +719 New
BL
1814
Balentine LLC
Georgia
$53.7K -$4.61K -61 -8%
Bank Julius Baer & Co
1815
Bank Julius Baer & Co
Switzerland
$52K
CW
1816
Curio Wealth
Maryland
$51.5K +$51.5K +681 New
FUBT
1817
First United Bank & Trust
Maryland
$51.4K -$1.82K -24 -3%
SAM
1818
Synergy Asset Management
Washington
$51.3K +$51.3K +613 New
TSMHT
1819
Thurston Springer Miller Herd & Titak
Indiana
$50.3K +$7.56K +100 +18%
EPW
1820
Endeavor Private Wealth
Kansas
$49.2K +$49.2K +651 New
PIS
1821
POM Investment Strategies
North Carolina
$48.3K +$31.5K +416 +187%
AG
1822
AmeriFlex Group
Nevada
$46.4K +$46.4K +585 New
SFC
1823
SYM Financial Corp
Indiana
$45.9K +$20.6K +273 +82%
KTC
1824
Kentucky Trust Company
Kentucky
$45.4K +$45.4K +600 New
AIP
1825
Alexis Investment Partners
Texas
$45.3K +$45.3K +599 New