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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 %
WT
251
Whittier Trust
California
$27.6M +$583K +8,283 +2%
SPIA
252
Strategic Point Investment Advisors
Rhode Island
$27.5M +$149K +2,116 +0.5%
SIC
253
Shoker Investment Counsel
Ohio
$27.4M +$382K +5,433 +1%
BBA
254
BLB&B Advisors
Pennsylvania
$27.3M +$553K +7,860 +2%
GLA
255
Great Lakes Advisors
Illinois
$27.2M -$641K -9,108 -2%
WTC
256
WhitTier Trust Company
Nevada
$27M +$1.19M +16,902 +5%
SW
257
SVB Wealth
Massachusetts
$26.6M +$16.2M +230,352 +155%
SHWM
258
Smith & Howard Wealth Management
Georgia
$26.6M +$1.02M +14,470 +4%
FCI
259
Financial Counselors Inc
Kansas
$26.6M +$1.98M +28,186 +8%
AL
260
Aspiriant LLC
California
$26.2M +$4.11M +58,471 +19%
RI
261
RPTC Inc
Wyoming
$25.7M +$79.8K +1,135 +0.3%
SIA
262
Strategic Investment Advisors
Michigan
$25.5M +$2.4M +34,054 +10%
IL
263
Investure LLC
Virginia
$25.5M -$1.94M -27,520 -7%
DMIC
264
Dixon Mitchell Investment Counsel
British Columbia, Canada
$25.4M +$177K +2,513 +0.7%
UOMF
265
University of Massachusetts Foundation
Massachusetts
$25.3M
OCG
266
Opus Capital Group
Ohio
$25M -$1.19M -16,968 -5%
FWM
267
Fairhaven Wealth Management
Illinois
$24.9M +$4.49M +63,814 +22%
BWP
268
BSW Wealth Partners
Colorado
$24.8M +$239K +3,392 +1%
RDFA
269
Ritter Daniher Financial Advisory
Ohio
$24.8M +$1.6M +22,720 +7%
DAS
270
Dynamic Advisor Solutions
Arizona
$24.7M +$4.49M +64,856 +22%
SIRP
271
Shelter Insurance Retirement Plan
Missouri
$24.6M -$2.61M -37,132 -10%
CIA
272
Concurrent Investment Advisors
Florida
$24.5M +$24.5M +348,362 New
RJT
273
Raymond James Trust
Florida
$24.4M -$239K -3,398 -1%
CA
274
Cetera Advisors
Colorado
$24.4M +$489K +6,949 +2%
JF
275
JSF Financial
California
$24.4M +$497K +7,064 +2%