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iShares Core MSCI EAFE ETF

1,797 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, 614 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,797
Holders Change
+19
Holders Change %
+1.07%
% of All Funds
26.13%
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
614
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 %
RA
276
Riversedge Advisors
Delaware
$27M -$26.7M -367,963 -50%
RDFA
277
Ritter Daniher Financial Advisory
Ohio
$26.8M +$463K +6,372 +2%
P
278
&Partners
Tennessee
$26.8M +$22.7M +310,550 +557%
SHWM
279
Smith & Howard Wealth Management
Georgia
$26.7M -$7.34K -101 -0%
SI
280
Stash Investments
New York
$26.6M +$2.51M +34,507 +10%
PA
281
Probity Advisors
Texas
$26.4M +$1.66M +22,811 +7%
UOMF
282
University of Massachusetts Foundation
Massachusetts
$26.1M
PI
283
Parkside Investments
Illinois
$26.1M +$1.65M +22,678 +7%
OCG
284
Opus Capital Group
Ohio
$26M +$271K +3,729 +1%
TCWA
285
Turtle Creek Wealth Advisors
Texas
$25.5M +$3.35M +46,171 +15%
ELI
286
Empire Life Investments
Ontario, Canada
$25.3M +$11.2M +154,414 +80%
BCIM
287
Bishop & Co Investment Management
Pennsylvania
$25.3M +$328K +4,522 +1%
PAG
288
Private Advisor Group
New Jersey
$25.2M +$2.89M +39,793 +13%
RI
289
RPTC Inc
Wyoming
$25M +$110K +1,514 +0.4%
NEAM
290
New England Asset Management
Connecticut
$24.9M
AIM
291
Allen Investment Management
New York
$24.8M
GRP
292
Global Retirement Partners
California
$24.6M +$2.34M +32,179 +11%
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$24.5M +$9.23M +127,082 +61%
SF
294
Summit Financial
New Jersey
$24M +$20M +275,035 +491%
SIC
295
Shoker Investment Counsel
Ohio
$24M -$2.69M -37,060 -10%
ACS
296
Archford Capital Strategies
Illinois
$23.4M +$727K +10,013 +3%
DJFS
297
Dean Jacobson Financial Services
Texas
$23.3M +$206K +2,841 +0.9%
MWM
298
Marion Wealth Management
Pennsylvania
$23.1M +$277K +3,818 +1%
BOPW
299
Brandywine Oak Private Wealth
Pennsylvania
$22.8M +$755K +10,399 +3%
TF
300
Trek Financial
Arizona
$22.8M -$3.75M -51,558 -14%