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iShares Core MSCI EAFE ETF

1,736 hedge funds and large institutions have $97.9B invested in iShares Core MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 717 increasing their positions, 608 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,736
Holders Change
+163
Holders Change %
+10.36%
% of All Funds
25.45%
Holding in Top 10
338
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+9.74%
% of All Funds
4.95%
New
246
Increased
717
Reduced
608
Closed
59
Calls
$12.2M
Puts
$4.27M
Net Calls
+$7.97M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
226
Coldstream Capital Management
Washington
$33M -$177K -2,522 -0.5%
CSIA
227
Conrad Siegel Investment Advisors
Pennsylvania
$33M +$1.05M +14,989 +3%
SPIA
228
Steward Partners Investment Advisory
New York
$32.9M +$99.8K +1,419 +0.3%
Financial Engines Advisors
229
Financial Engines Advisors
California
$32.1M -$2.17M -30,881 -6%
GAM
230
Gotham Asset Management
New York
$31.8M +$910K +12,930 +3%
NQWM
231
Northwest Quadrant Wealth Management
Oregon
$31.8M -$334K -4,747 -1%
AWM
232
Apollon Wealth Management
South Carolina
$31.8M +$12.2M +174,106 +63%
Brown Advisory
233
Brown Advisory
Maryland
$31.6M +$4.69M +66,687 +17%
JPG
234
Jordan Park Group
California
$31.3M +$5.98M +84,969 +24%
RIM
235
Rockbridge Investment Management
New York
$31.3M +$886K +12,596 +3%
DC
236
Davenport & Co
Virginia
$31.2M +$444K +6,307 +1%
CA
237
Cambridge Associates
Massachusetts
$31.1M -$34.4M -489,296 -53%
SIAM
238
Sterling Investment Advisors (Missouri)
Missouri
$30.9M -$1.47M -20,894 -5%
CWM
239
Cranbrook Wealth Management
Michigan
$30.5M +$851K +12,091 +3%
ICG
240
InterOcean Capital Group
Tennessee
$29.7M +$4.51M +64,150 +18%
AWC
241
Abundance Wealth Counselors
Pennsylvania
$29.7M -$713K -10,140 -2%
CFP
242
Catalyst Financial Partners
Massachusetts
$29.6M +$2.67M +37,956 +10%
HW
243
Hancock Whitney
Mississippi
$29.5M +$4.19M +59,532 +17%
RWB
244
RMR Wealth Builders
New Jersey
$29.1M +$4.12M +58,560 +16%
AIM
245
Acropolis Investment Management
Missouri
$28.9M +$395K +5,611 +1%
CAI
246
Capital Advisors Inc
Oklahoma
$28.5M +$28.2M +401,299 +10,170%
CFS
247
CGC Financial Services
Oregon
$28.1M +$177K +2,510 +0.6%
VFA
248
Valeo Financial Advisors
Indiana
$27.9M +$3.87M +55,029 +16%
TFO
249
Tarbox Family Office
California
$27.8M -$1.83M -26,056 -6%
SWP
250
Stratos Wealth Partners
Ohio
$27.7M +$3.48M +49,516 +14%