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iShares Core MSCI EAFE ETF

1,981 hedge funds and large institutions have $103B invested in iShares Core MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 898 increasing their positions, 597 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,981
Holders Change
+140
Holders Change %
+7.6%
% of All Funds
26.37%
Holding in Top 10
320
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-2.74%
% of All Funds
4.26%
New
278
Increased
898
Reduced
597
Closed
95
Calls
$5.71M
Puts
$422K
Net Calls
+$5.29M
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Shares
Change %
UWPG
401
Ullmann Wealth Partners Group
Florida
$14.4M -$1.14M -16,277 -7%
CGA
402
Crescent Grove Advisors
Illinois
$14.3M -$3.44K -49 -0%
MM
403
Main Management
California
$14.3M +$407K +5,789 +3%
ML
404
McAdam LLC
Pennsylvania
$14.3M +$1.06M +15,092 +8%
CRC
405
Curi RMB Capital
Illinois
$14.2M +$234K +3,334 +2%
OWA
406
Octavia Wealth Advisors
Ohio
$14.2M +$1.42M +20,231 +11%
TDWM
407
Topel & Distasi Wealth Management
California
$14.1M +$317K +4,505 +2%
TW
408
Trajan Wealth
Arizona
$14.1M -$7.36M -104,771 -34%
PRA
409
Pine Ridge Advisers
New York
$14M
ABC
410
Associated Banc-Corp
Wisconsin
$14M +$250K +3,563 +2%
MWM
411
Marietta Wealth Management
Georgia
$13.7M +$289K +4,116 +2%
SCM
412
SCS Capital Management
Massachusetts
$13.7M +$1.96M +27,958 +17%
Mirae Asset Global ETFs Holdings
413
Mirae Asset Global ETFs Holdings
Hong Kong
$13.7M +$4.31M +61,372 +46%
CFO
414
Custos Family Office
Texas
$13.6M +$1.35M +19,222 +11%
PCIG
415
Partners Capital Investment Group
Massachusetts
$13.5M -$1.99M -28,353 -13%
PP
416
PDS Planning
Ohio
$13.5M +$86.9K +1,236 +0.6%
SPP
417
Single Point Partners
Massachusetts
$13.4M +$722K +10,268 +6%
BWP
418
BSW Wealth Partners
Colorado
$13.4M +$459K +6,533 +4%
GBT
419
Grove Bank & Trust
Florida
$13.3M -$253K -3,602 -2%
BMD
420
Better Money Decisions
New Mexico
$13.3M -$900K -12,801 -6%
LL
421
LPWM LLC
Minnesota
$13.3M +$2.15M +30,580 +19%
MFC
422
Morris Financial Concepts
South Carolina
$13.3M +$49.9K +710 +0.4%
SF
423
Synovus Financial
Georgia
$13.3M +$124K +1,763 +0.9%
RSWM
424
Robertson Stephens Wealth Management
California
$13.1M -$15.6M -222,364 -54%
BAWM
425
Bennett Associates Wealth Management
Pennsylvania
$12.9M +$15K +214 +0.1%