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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 %
AHC
501
Anderson Hoagland & Co
Missouri
$8.93M -$141K -1,935 -2%
TWM
502
Tanager Wealth Management
United Kingdom
$8.91M -$129K -1,736 -1%
WB
503
Webster Bank
Connecticut
$8.9M +$345K +4,649 +4%
OWA
504
Octavia Wealth Advisors
Ohio
$8.89M +$7.59M +102,255 +584%
RIA
505
Regal Investment Advisors
Michigan
$8.84M +$2.96M +39,940 +50%
CI
506
Conning Inc
Connecticut
$8.82M
NB
507
NBT Bank
New York
$8.82M -$322K -4,336 -4%
GT
508
Glenmede Trust
Pennsylvania
$8.81M +$512K +6,897 +6%
SHFA
509
SC&H Financial Advisors
Maryland
$8.8M -$111K -1,491 -1%
RPC
510
Rossmore Private Capital
Connecticut
$8.79M +$247K +3,332 +3%
FDCDDQ
511
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.76M +$115K +1,549 +1%
AI
512
ArchPoint Investors
Florida
$8.74M
AWM
513
Axxcess Wealth Management
California
$8.65M +$655K +8,822 +8%
FFG
514
Foundry Financial Group
New Hampshire
$8.62M +$1.35M +18,185 +19%
HWP
515
Highline Wealth Partners
California
$8.53M +$833K +11,223 +11%
LPP
516
Life Planning Partners
Florida
$8.4M +$434K +5,848 +5%
AFO
517
Allie Family Office
Florida
$8.4M +$240K +3,230 +3%
MBT
518
Montecito Bank & Trust
California
$8.33M -$157K -2,122 -2%
WA
519
Wealthstream Advisors
New York
$8.26M -$547K -7,375 -6%
SFC
520
SYM Financial Corp
Indiana
$8.25M -$2.17M -29,173 -21%
PIMG
521
Patriot Investment Management Group
Tennessee
$8.21M -$187K -2,521 -2%
MG
522
Mather Group
Illinois
$8.17M +$22.2K +315 +0.3%
WIM
523
Westside Investment Management
California
$8.16M +$199K +2,677 +2%
PL
524
Plancorp LLC
Missouri
$8.11M +$9.2K +124 +0.1%
CPIG
525
Chicago Partners Investment Group
Illinois
$8.1M +$80.9K +1,118 +1%