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iShares Core MSCI EAFE ETF

1,573 hedge funds and large institutions have $83.3B invested in iShares Core MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 727 increasing their positions, 571 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
+28
Holders Change %
+1.81%
% of All Funds
24.81%
Holding in Top 10
307
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.84%
New
109
Increased
727
Reduced
571
Closed
67
Calls
$9.89M
Puts
$26.4M
Net Calls
-$16.5M
Net Calls Change
-$3.54M
Name Holding Trade Value Shares
Change
Shares
Change %
AM
551
AGF Management
Ontario, Canada
$5.82M +$136K +2,020 +2%
BBWP
552
Beacon Bridge Wealth Partners
Pennsylvania
$5.81M +$331K +4,911 +6%
MFA
553
Mayflower Financial Advisors
Massachusetts
$5.8M +$904K +13,394 +18%
BHWA
554
Beacon Harbor Wealth Advisors
Virginia
$5.79M -$3.63M -53,737 -39%
CWM
555
Calamos Wealth Management
Illinois
$5.71M -$121K -1,789 -2%
LWP
556
Lumature Wealth Partners
Georgia
$5.71M +$24K +356 +0.4%
JJBC
557
James J. Burns & Company
New York
$5.69M +$292K +4,328 +5%
TTWM
558
TCV Trust & Wealth Management
Virginia
$5.66M -$2.63K -39 -0%
PCA
559
Providence Capital Advisors
North Carolina
$5.61M +$49K +726 +0.9%
LWANC
560
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.6M +$598K +8,863 +12%
CWA
561
Continuum Wealth Advisors
New York
$5.57M +$5.57M +82,574 New
RIG
562
Ramiah Investment Group
Wisconsin
$5.57M +$5.57M +82,569 New
WDG
563
Wealth Dimensions Group
Ohio
$5.54M -$210K -3,104 -4%
PFM
564
Peak Financial Management
Massachusetts
$5.53M -$25.2K -374 -0.5%
IF
565
Intrua Financial
Texas
$5.51M -$242K -3,591 -4%
WWA
566
WCG Wealth Advisors
Nevada
$5.42M +$4.42M +65,512 +441%
AI
567
Auour Investments
Massachusetts
$5.41M +$5.41M +80,158 New
BWL
568
Bogart Wealth LLC
Virginia
$5.37M +$4.73K +70 +0.1%
MA
569
Mutual Advisors
Nebraska
$5.37M +$1.26M +18,643 +31%
SS
570
Simplicity Solutions
Minnesota
$5.34M -$708K -10,492 -12%
MHWM
571
Montz Harcus Wealth Management
Louisiana
$5.32M +$55.9K +828 +1%
LCWP
572
Legacy Capital Wealth Partners
Arkansas
$5.29M +$2.16M +32,065 +69%
Millennium Management
573
Millennium Management
New York
$5.27M -$2.51M -37,171 -32%
SL
574
Sentinus LLC
Illinois
$5.25M +$2.34M +34,715 +81%
PTC
575
Private Trust Company
Ohio
$5.23M +$991K +14,682 +23%