IEFA icon

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 %
SRC
426
Sage Rhino Capital
California
$11.6M -$277K -3,936 -2%
OFW
427
Omnia Family Wealth
Florida
$11.6M -$96.4K -1,370 -0.8%
PI
428
Parkside Investments
Illinois
$11.5M -$19.3K -275 -0.2%
AWP
429
Avid Wealth Partners
Texas
$11.4M +$11.4M +161,981 New
EFA
430
Evernest Financial Advisors
Indiana
$11.4M +$11.4M +161,847 New
RTL
431
Red Tortoise LLC
Georgia
$11.4M +$4.89M +69,577 +75%
SWA
432
Stratos Wealth Advisors
Ohio
$11.4M +$2.44M +34,636 +27%
FHA
433
First Horizon Advisors
Tennessee
$11.4M -$289K -4,110 -2%
MFC
434
Morris Financial Concepts
South Carolina
$11.4M +$1.12M +15,962 +11%
VC
435
Veery Capital
Delaware
$11.3M +$505K +7,173 +5%
SMI
436
Shelter Mutual Insurance
Missouri
$11.3M -$591K -8,400 -5%
COPPSERS
437
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.3M
HIMC
438
Heritage Investors Management Corp
Maryland
$11.2M -$89.9K -1,278 -0.8%
AA
439
Ancora Advisors
Ohio
$11.2M +$184K +2,618 +2%
SQA
440
Simon Quick Advisors
New Jersey
$11.2M -$155K -2,204 -1%
MCM
441
Monument Capital Management
Virginia
$11.1M +$6.52M +92,661 +141%
HF
442
Halpern Financial
Virginia
$11.1M -$6.18M -89,557 -36%
HCA
443
Harbour Capital Advisors
Virginia
$11.1M -$96.3K -1,396 -0.9%
PWM
444
Proathlete Wealth Management
Florida
$11M +$11M +157,041 New
RTC
445
Riverview Trust Company
Washington
$11M -$299K -4,257 -3%
AFC
446
Adaptive Financial Consulting
Ohio
$10.9M -$36.8K -523 -0.3%
CWM
447
Concentric Wealth Management
California
$10.9M +$509K +7,240 +5%
HCA
448
Heck Capital Advisors
Wisconsin
$10.9M +$829K +11,781 +8%
AF
449
Affiance Financial
Minnesota
$10.9M +$8.23M +117,007 +312%
SF
450
Synovus Financial
Georgia
$10.8M +$56.2K +799 +0.5%