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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 %
RWP
276
Revolve Wealth Partners
New Jersey
$24.3M +$11M +156,299 +83%
NEAM
277
New England Asset Management
Connecticut
$24.1M -$3.64M -51,700 -13%
TF
278
Trek Financial
Arizona
$23.8M -$1.41M -20,087 -6%
PA
279
Probity Advisors
Texas
$23.8M -$826K -11,740 -3%
BCIM
280
Bishop & Co Investment Management
Pennsylvania
$23.4M +$23.4M +333,147 New
FPCP
281
Fort Point Capital Partners
California
$23.3M -$9.05M -128,578 -28%
Victory Capital Management
282
Victory Capital Management
Texas
$23.2M -$3.27M -46,494 -12%
American Century Companies
283
American Century Companies
Missouri
$22.8M +$591K +8,400 +3%
VFIC
284
Valley Forge Investment Consultants
Pennsylvania
$22.4M -$3.92M -55,672 -15%
Citigroup
285
Citigroup
New York
$22.4M +$2.96M +42,126 +15%
DJFS
286
Dean Jacobson Financial Services
Texas
$22.3M -$870K -12,368 -4%
MWM
287
Marion Wealth Management
Pennsylvania
$22.3M +$718K +10,204 +3%
SAS
288
Sage Advisory Services
Texas
$22.3M -$115K -1,628 -0.5%
MF
289
Montis Financial
Massachusetts
$22.2M +$1.27M +18,020 +6%
RCG
290
Rock Creek Group
District of Columbia
$22M -$2.78K -30 -0%
SI
291
Stash Investments
New York
$21.8M +$21.8M +310,362 New
GFA
292
Gallagher Fiduciary Advisors
Illinois
$21.8M -$5.75M -81,788 -21%
AI
293
Axiom Investors
Connecticut
$21.7M +$5.02M +71,400 +30%
LWA
294
LWS Wealth Advisors
New Jersey
$21.6M +$1.43M +20,299 +7%
BB
295
Berkshire Bank
Massachusetts
$21.5M +$470K +6,684 +2%
RWG
296
Ratio Wealth Group
Colorado
$21.4M -$1.12M -15,861 -5%
KPWS
297
Kestra Private Wealth Services
Texas
$21.2M +$4.03M +57,216 +23%
ACS
298
Archford Capital Strategies
Illinois
$21M +$833K +11,840 +4%
PAG
299
Private Advisor Group
New Jersey
$20.7M -$64.5K -917 -0.3%
SAG
300
SageView Advisory Group
California
$20.7M -$7.06M -100,515 -25%