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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 %
MWM
326
MTC Wealth Management
Florida
$18.9M -$253K -3,591 -1%
FFA
327
Farther Finance Advisors
California
$18.8M +$13.9M +197,655 +284%
PAS
328
Park Avenue Securities
New York
$18.8M +$3.19M +45,390 +20%
WPA
329
West Paces Advisors
Georgia
$18.8M -$140K -1,991 -0.7%
BFM
330
Broadview Financial Management
Wisconsin
$18.7M -$60.6K -861 -0.3%
EWA
331
Exencial Wealth Advisors
Oklahoma
$18.6M +$1.42M +20,213 +8%
SC
332
Stephens Consulting
Michigan
$18.4M +$2.18M +30,961 +13%
PCIG
333
Partners Capital Investment Group
Massachusetts
$18.3M -$3.02M -42,916 -14%
BL
334
Balentine LLC
Georgia
$18.2M -$153M -2,178,713 -89%
NCM
335
Neumann Capital Management
California
$18.1M +$396K +5,630 +2%
CB
336
Commerce Bank
Missouri
$18.1M -$304K -4,323 -2%
SRSA
337
S.R. Schill & Associates
Washington
$18M -$109K -1,553 -0.6%
FMWA
338
Forvis Mazars Wealth Advisors
Missouri
$17.9M -$2M -28,378 -10%
SWM
339
Spire Wealth Management
Virginia
$17.8M -$98.3K -1,427 -0.5%
BMD
340
Better Money Decisions
New Mexico
$17.8M -$5.12M -72,827 -22%
UWPG
341
Ullmann Wealth Partners Group
Florida
$17.7M -$1.26M -17,979 -7%
FDCP
342
Foster Dykema Cabot & Partners
Massachusetts
$17.7M +$17.7M +251,778 New
CCM
343
Condor Capital Management
New Jersey
$17.7M +$404K +5,747 +2%
SIC
344
Sigma Investment Counselors
Michigan
$17.6M -$394K -5,600 -2%
WT
345
Washington Trust
Rhode Island
$17.6M -$792K -11,262 -4%
WFA
346
West Financial Advisors
Iowa
$17.4M +$279K +3,959 +2%
AT
347
Arvest Trust
Oklahoma
$17.3M +$766K +10,885 +5%
IAN
348
Integrated Advisors Network
Texas
$17.1M +$18.5K +263 +0.1%
WA
349
Wealth Architects
California
$17.1M +$1.26M +17,880 +8%
Focus Partners Wealth
350
Focus Partners Wealth
Massachusetts
$16.9M +$16.9M +240,547 New