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iShares Core MSCI EAFE ETF

1,778 hedge funds and large institutions have $102B invested in iShares Core MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 766 increasing their positions, 654 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,778
Holders Change
+42
Holders Change %
+2.42%
% of All Funds
25.77%
Holding in Top 10
343
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.48%
% of All Funds
4.97%
New
128
Increased
766
Reduced
654
Closed
65
Calls
$14.4M
Puts
$3.68M
Net Calls
+$10.7M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Shares
Change %
AEPWM
376
Atlantic Edge Private Wealth Management
Florida
$15.8M +$1.63M +21,927 +11%
PBF
377
Petix & Botte Financial
California
$15.8M +$12.7M +170,883 +402%
EWA
378
Encompass Wealth Advisors
Oregon
$15.8M +$211K +2,848 +1%
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$15.6M -$242M -3,260,868 -94%
RL
380
Rogco LP
Oklahoma
$15.6M +$15.6M +209,574 New
AA
381
Argent Advisors
Louisiana
$15.4M -$97.1K -1,308 -0.6%
FCA
382
FinTrust Capital Advisors
South Carolina
$15.3M -$535K -7,207 -3%
BMD
383
Better Money Decisions
New Mexico
$15.3M -$3.45M -46,469 -18%
Fisher Asset Management
384
Fisher Asset Management
Washington
$15.3M -$1.88M -25,282 -11%
TCB
385
Texas Capital Bancshares
Texas
$15.2M +$190K +2,554 +1%
TYCC
386
Texas Yale Capital Corp
Florida
$15M -$184K -2,475 -1%
AF
387
Affiance Financial
Minnesota
$15M +$3.49M +47,067 +30%
LBC
388
Lowe Brockenbrough & Co
Virginia
$14.9M -$132K -1,780 -0.9%
FIM
389
Freedom Investment Management
Connecticut
$14.9M +$1.81M +24,373 +14%
LCC
390
Lincoln Capital Corp
Rhode Island
$14.8M +$62.9K +848 +0.4%
MM
391
Main Management
California
$14.8M -$17.4K -235 -0.1%
SF
392
Safeguard Financial
Wisconsin
$14.8M +$1.47M +19,823 +11%
RPWA
393
Regent Peak Wealth Advisors
Georgia
$14.8M +$4.44M +59,860 +43%
SCM
394
SCS Capital Management
Massachusetts
$14.7M -$823K -11,090 -5%
KFP
395
KMG Fiduciary Partners
Ohio
$14.6M +$103K +1,391 +0.7%
CGA
396
Crescent Grove Advisors
Illinois
$14.5M -$132K -1,778 -0.9%
LS
397
Liquid Strategies
Georgia
$14.5M +$800K +10,783 +6%
VFPI
398
Vantage Financial Partners (Illinois)
Illinois
$14.4M +$4.65M +62,708 +48%
ELI
399
Empire Life Investments
Ontario, Canada
$14.4M -$1.07M -14,396 -7%
HI
400
Horizon Investments
North Carolina
$14.4M -$73.8M -993,871 -84%