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iShares Core MSCI EAFE ETF

1,981 hedge funds and large institutions have $103B invested in iShares Core MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 898 increasing their positions, 597 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,981
Holders Change
+140
Holders Change %
+7.6%
% of All Funds
26.37%
Holding in Top 10
320
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-2.74%
% of All Funds
4.26%
New
278
Increased
898
Reduced
597
Closed
95
Calls
$5.71M
Puts
$422K
Net Calls
+$5.29M
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
226
Waddell & Associates
Tennessee
$38.8M +$655K +9,318 +2%
WFAG
227
Wescott Financial Advisory Group
Pennsylvania
$38M +$49.8K +708 +0.1%
SWA
228
Strategies Wealth Advisors
Michigan
$37.9M -$905K -12,149 -2%
AWA
229
Alaska Wealth Advisors
Alaska
$37.7M +$756K +10,757 +2%
RWB
230
RMR Wealth Builders
New Jersey
$37.6M +$3.29M +46,766 +10%
DCM
231
Disciplina Capital Management
Tennessee
$37.5M -$1.16M -16,473 -3%
Citigroup
232
Citigroup
New York
$37.5M +$3.45M +49,040 +10%
Pathstone Holdings
233
Pathstone Holdings
New Jersey
$37.4M -$19.2M -273,248 -34%
NQWM
234
Northwest Quadrant Wealth Management
Oregon
$37.4M -$1.2M -17,044 -3%
FCI
235
Financial Counselors Inc
Kansas
$36.8M +$4.74M +67,495 +15%
GC
236
Grimes & Company
Massachusetts
$35.8M -$233M -3,315,535 -87%
IGAM
237
iA Global Asset Management
Quebec, Canada
$35.3M -$1.57M -22,341 -4%
Brown Advisory
238
Brown Advisory
Maryland
$35.2M +$1.23M +17,449 +4%
JPG
239
Jordan Park Group
California
$35.1M +$1.37M +19,441 +4%
CSIA
240
Conrad Siegel Investment Advisors
Pennsylvania
$35M +$675K +9,611 +2%
BPA
241
Beacon Pointe Advisors
California
$35M -$72.8K -1,036 -0.2%
CFP
242
Catalyst Financial Partners
Massachusetts
$34.9M +$2.2M +31,345 +7%
LSAG
243
Lake Street Advisors Group
New Hampshire
$34.8M -$949K -13,499 -3%
AWS
244
Atria Wealth Solutions
New York
$34.4M +$4.68M +66,520 +16%
SIA
245
Strategic Investment Advisors
Michigan
$34.2M +$1.51M +21,551 +5%
VFIC
246
Valley Forge Investment Consultants
Pennsylvania
$33.9M +$2.49M +35,500 +8%
FFW
247
Fusion Family Wealth
New York
$33.8M -$255K -3,632 -0.7%
CA
248
Crewe Advisors
Utah
$33.8M +$20.2M +287,677 +149%
CCM
249
Coldstream Capital Management
Washington
$33.8M +$4.69M +66,732 +16%
WTC
250
WhitTier Trust Company
Nevada
$33.5M +$1.71M +24,359 +5%