IEFA icon

iShares Core MSCI EAFE ETF

1,796 hedge funds and large institutions have $98.7B invested in iShares Core MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 856 increasing their positions, 613 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,796
Holders Change
+19
Holders Change %
+1.07%
% of All Funds
26.12%
Holding in Top 10
332
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.21%
% of All Funds
4.83%
New
117
Increased
856
Reduced
613
Closed
68
Calls
$9.95M
Puts
$38.8M
Net Calls
-$28.8M
Net Calls Change
-$39.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AL
226
Aspiriant LLC
California
$36.6M +$5.24M +72,153 +17%
FTWA
227
Fifth Third Wealth Advisors
Ohio
$36.6M +$11.7M +160,537 +47%
SW
228
SVB Wealth
Massachusetts
$36.4M -$1.14M -15,631 -3%
MMA
229
Miracle Mile Advisors
California
$36M -$1.3M -17,853 -3%
AWS
230
Atria Wealth Solutions
New York
$35.7M -$1.02M -14,002 -3%
FPCP
231
Fort Point Capital Partners
California
$35.6M +$5.42M +74,654 +18%
OPS
232
Orion Portfolio Solutions
Nebraska
$35.4M -$931K -12,819 -3%
BCI
233
Brinker Capital Investments
Pennsylvania
$35.4M -$931K -12,819 -3%
CSIA
234
Conrad Siegel Investment Advisors
Pennsylvania
$35.1M +$718K +9,890 +2%
JPG
235
Jordan Park Group
California
$34.7M +$589K +8,110 +2%
FFW
236
Fusion Family Wealth
New York
$34.6M -$496K -6,824 -1%
Citigroup
237
Citigroup
New York
$34.5M +$12.3M +169,404 +55%
RWB
238
RMR Wealth Builders
New Jersey
$34.4M +$1.8M +24,714 +6%
IP
239
Isthmus Partners
Wisconsin
$34.3M +$67.6K +930 +0.2%
MA
240
MCF Advisors
Kentucky
$33.7M +$147K +2,028 +0.4%
CAG
241
Crestwood Advisors Group
Massachusetts
$33.1M -$252K -3,470 -0.8%
CNHF
242
Conrad N. Hilton Foundation
California
$33M -$10M -138,289 -23%
Brown Advisory
243
Brown Advisory
Maryland
$32.5M -$1.05M -14,478 -3%
IGAM
244
iA Global Asset Management
Quebec, Canada
$32.4M -$4.08M -56,161 -11%
CFP
245
Catalyst Financial Partners
Massachusetts
$32.1M -$509K -7,002 -2%
WTC
246
WhitTier Trust Company
Nevada
$32M +$2.07M +28,445 +7%
SIA
247
Strategic Investment Advisors
Michigan
$31.7M +$2.69M +37,051 +9%
FCI
248
Financial Counselors Inc
Kansas
$31.1M +$3.72M +51,264 +14%
CIA
249
Concurrent Investment Advisors
Florida
$30.9M +$4.91M +67,614 +19%
VFIC
250
Valley Forge Investment Consultants
Pennsylvania
$30.9M +$1.95M +26,860 +7%