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 %
WIM
526
Westside Investment Management
California
$7.54M +$171K +2,428 +2%
CIM
527
CIM Investment Management
Pennsylvania
$7.5M +$124K +1,756 +2%
ECM
528
Evergreen Capital Management
Washington
$7.5M +$321K +4,556 +4%
SSWM
529
Smith Salley Wealth Management
North Carolina
$7.43M -$33.4K -475 -0.4%
GL
530
Graypoint LLC
New York
$7.41M -$1.15M -16,314 -13%
IAA
531
Ironsides Asset Advisors
North Carolina
$7.4M +$7.06M +100,400 +2,074%
ACM
532
Armbruster Capital Management
New York
$7.4M +$192K +2,732 +3%
KWMG
533
King Wealth Management Group
Florida
$7.38M -$432K -6,137 -6%
SGAM
534
Stephens Group Asset Management
Arkansas
$7.32M +$2.22M +31,535 +44%
SAM
535
Sawgrass Asset Management
Florida
$7.3M +$565K +8,035 +8%
HWP
536
Highline Wealth Partners
California
$7.29M +$290K +4,125 +4%
DWM
537
Defined Wealth Management
Oregon
$7.26M +$197K +2,794 +3%
OFG
538
Omega Financial Group
California
$7.24M +$735K +10,453 +11%
CT
539
Columbia Trust
Oregon
$7.21M +$4.37M +62,112 +154%
SF
540
SWP Financial
California
$7.2M +$7.2M +102,414 New
CCB
541
Country Club Bank
Missouri
$7.2M -$209K -2,968 -3%
CA
542
Claro Advisors
Massachusetts
$7.08M +$1.82M +25,837 +35%
WFS
543
Widmann Financial Services
Maryland
$7.06M +$128K +1,826 +2%
RWPA
544
Richard W. Paul & Associates
Michigan
$7.06M +$260K +3,690 +4%
TCA
545
Transcend Capital Advisors
New Jersey
$7.02M -$235K -3,339 -3%
EIA
546
Eldridge Investment Advisors
New Hampshire
$7.01M +$6.15M +87,405 +714%
PSCM
547
Per Stirling Capital Management
Texas
$6.98M -$87.9K -1,250 -1%
AW
548
Avion Wealth
Texas
$6.97M +$2.14M +30,394 +44%
AWM
549
Abound Wealth Management
Tennessee
$6.93M +$533K +7,574 +8%
PFS
550
Prospera Financial Services
Texas
$6.9M +$3.31M +47,043 +92%