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iShares Core MSCI EAFE ETF

1,778 hedge funds and large institutions have $102B invested in iShares Core MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 766 increasing their positions, 654 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,778
Holders Change
+42
Holders Change %
+2.42%
% of All Funds
25.77%
Holding in Top 10
343
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.48%
% of All Funds
4.97%
New
128
Increased
766
Reduced
654
Closed
65
Calls
$14.4M
Puts
$3.68M
Net Calls
+$10.7M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
226
Rockbridge Investment Management
New York
$35.4M +$2.4M +32,344 +7%
CSIA
227
Conrad Siegel Investment Advisors
Pennsylvania
$35.2M +$353K +4,756 +1%
IP
228
Isthmus Partners
Wisconsin
$35M -$84.7K -1,141 -0.2%
JPG
229
Jordan Park Group
California
$34.8M +$1.75M +23,615 +5%
DC
230
Davenport & Co
Virginia
$34.7M +$1.86M +25,062 +6%
Brown Advisory
231
Brown Advisory
Maryland
$34.3M +$912K +12,285 +3%
MA
232
MCF Advisors
Kentucky
$34.3M -$902K -12,151 -3%
NYLIM
233
New York Life Investment Management
New York
$34.2M -$1.25M -16,868 -4%
CAG
234
Crestwood Advisors Group
Massachusetts
$34.1M -$1.05M -14,099 -3%
CA
235
Cambridge Associates
Massachusetts
$34M +$1.2M +16,184 +4%
RWB
236
RMR Wealth Builders
New Jersey
$33.3M +$2.55M +34,291 +8%
HW
237
Hancock Whitney
Mississippi
$32.5M +$1.38M +18,570 +4%
CWM
238
Cranbrook Wealth Management
Michigan
$32.4M +$154K +2,080 +0.5%
SIAM
239
Sterling Investment Advisors (Missouri)
Missouri
$32.2M -$375K -5,053 -1%
CCM
240
Coldstream Capital Management
Washington
$32.2M -$2.65M -35,723 -8%
AL
241
Aspiriant LLC
California
$32M +$4.38M +58,960 +16%
CFP
242
Catalyst Financial Partners
Massachusetts
$31.8M +$1.96M +27,694 +7%
AWC
243
Abundance Wealth Counselors
Pennsylvania
$31.8M +$473K +6,367 +2%
WFA
244
Wellspring Financial Advisors
Ohio
$31.6M +$19.1M +257,190 +153%
SWP
245
Stratos Wealth Partners
Ohio
$31.6M +$2.32M +31,197 +8%
FCAM
246
First Citizens Asset Management
North Carolina
$31.4M -$16.6M -223,205 -35%
SAS
247
Sage Advisory Services
Texas
$31.4M +$7.88M +106,105 +33%
CB
248
Community Bank
New York
$31M -$11.8M -158,923 -28%
FPCP
249
Fort Point Capital Partners
California
$30.8M +$6.23M +83,991 +25%
CFS
250
CGC Financial Services
Oregon
$30.8M +$1.15M +15,499 +4%