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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 %
CT
451
Coastline Trust
Rhode Island
$10.7M -$7.1M -100,866 -40%
NWM
452
Northcape Wealth Management
New York
$10.7M -$214K -3,037 -2%
ACA
453
Affinity Capital Advisors
California
$10.7M -$2.27M -32,197 -17%
AIA
454
Arbor Investment Advisors
North Carolina
$10.7M +$678K +9,642 +7%
CIBC World Market
455
CIBC World Market
Ontario, Canada
$10.6M +$1.35M +19,209 +15%
PCM
456
Piedmont Capital Management
Montana
$10.5M +$273K +3,880 +3%
ZIM
457
Zacks Investment Management
Illinois
$10.5M +$950K +13,502 +10%
LL
458
LPWM LLC
Minnesota
$10.4M +$325K +4,697 +3%
SWP
459
Summit Wealth Partners
Florida
$10.4M -$18.2K -258 -0.2%
KWM
460
Kaydan Wealth Management
Michigan
$10.3M -$8.03M -114,202 -44%
GWMIA
461
Global Wealth Management Investment Advisory
Florida
$10.3M +$177K +2,514 +2%
EI
462
Ellevest Inc
New York
$10.3M +$1.93M +27,465 +23%
RWP
463
RWA Wealth Partners
Massachusetts
$10.2M +$6.02M +85,643 +144%
EFS
464
Econ Financial Services
Pennsylvania
$10M -$1.36M -19,357 -12%
ADL
465
Asset Dedication LLC
California
$10M -$437K -6,218 -4%
WCM
466
Winthrop Capital Management
Indiana
$9.99M +$9.99M +141,950 New
ISWM
467
Independent Solutions Wealth Management
New York
$9.95M -$96.7K -1,374 -1%
CFO
468
Custos Family Office
Texas
$9.9M +$1.89M +26,896 +24%
SFC
469
SYM Financial Corp
Indiana
$9.88M -$4.2M -59,650 -30%
IC
470
IEQ Capital
California
$9.86M +$568K +8,070 +6%
GIA
471
Gladstone Institutional Advisory
Florida
$9.82M +$309K +4,389 +3%
RPWA
472
Regent Peak Wealth Advisors
Georgia
$9.79M +$5.02M +71,426 +105%
OHWP
473
Oak Harbor Wealth Partners
North Carolina
$9.78M +$313K +4,444 +3%
MCC
474
Money Concepts Capital
Florida
$9.71M -$73.9K -1,051 -0.8%
FWM
475
FFT Wealth Management
Pennsylvania
$9.61M +$9.71K +138 +0.1%