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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 %
PP
401
PDS Planning
Ohio
$13.2M +$311K +4,417 +2%
RMC
402
Regis Management Company
California
$13.2M +$245K +3,476 +2%
ML
403
McAdam LLC
Pennsylvania
$13.1M +$918K +13,042 +8%
CA
404
Crewe Advisors
Utah
$13.1M -$3.54M -50,358 -21%
IIC
405
Integrated Investment Consultants
Michigan
$13.1M +$6.64M +94,327 +103%
TDWM
406
Topel & Distasi Wealth Management
California
$13.1M +$5.17M +73,541 +65%
GBT
407
Grove Bank & Trust
Florida
$13M +$717K +10,193 +6%
LS
408
Liquid Strategies
Georgia
$13M -$3.31K -47 -0%
FCT
409
Family Capital Trust
Massachusetts
$12.9M +$663K +9,419 +5%
SF
410
Safeguard Financial
Wisconsin
$12.6M +$2.87M +40,818 +29%
FIM
411
Freedom Investment Management
Connecticut
$12.4M +$3.2M +45,445 +35%
WCP
412
Wick Capital Partners
Pennsylvania
$12.3M -$769K -9,190 -6%
PWA
413
Physician Wealth Advisors
Utah
$12.2M -$419K -6,057 -3%
GWM
414
Geneos Wealth Management
Colorado
$12.2M -$1.06M -15,137 -8%
TIM
415
Tortoise Investment Management
New York
$12.1M -$829K -11,788 -6%
BAWM
416
Bennett Associates Wealth Management
Pennsylvania
$11.9M +$11.9M +169,196 New
RVPG
417
Relative Value Partners Group
$11.9M -$11.8M -168,285 -50%
WFA
418
Wellspring Financial Advisors
Ohio
$11.8M +$326K +4,640 +3%
ABC
419
Associated Banc-Corp
Wisconsin
$11.8M +$362K +5,148 +3%
BG
420
Bahl & Gaynor
Ohio
$11.8M -$54.7K -778 -0.5%
FTWA
421
Fifth Third Wealth Advisors
Ohio
$11.7M +$2.78M +39,516 +31%
SIM
422
Strategic Investment Management
Virginia
$11.7M +$5.52M +79,990 +89%
MWM
423
Marietta Wealth Management
Georgia
$11.6M +$253K +3,597 +2%
SFS
424
Sowell Financial Services
Arkansas
$11.6M +$7.27M +103,340 +168%
CTC
425
Central Trust Company
Missouri
$11.6M -$133K -1,885 -1%