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 %
FFG
551
Foundry Financial Group
New Hampshire
$6.89M +$6.89M +97,995 New
WPW
552
Waldron Private Wealth
Pennsylvania
$6.88M -$113K -1,601 -2%
CAG
553
Csenge Advisory Group
Florida
$6.82M +$1.51M +21,440 +28%
CA
554
Cornerstone Advisory
Maryland
$6.79M +$152K +2,163 +2%
PP
555
Pegasus Partners
Wisconsin
$6.72M +$6.72M +95,503 New
AWM
556
Aprio Wealth Management
Georgia
$6.72M -$2M -28,363 -23%
WFA
557
Wade Financial Advisory
California
$6.69M +$440K +6,248 +7%
I2I
558
Insight 2811 Inc
Illinois
$6.66M -$226K -3,216 -3%
OPWM
559
Oakwell Private Wealth Management
Texas
$6.62M -$88.8K -1,262 -1%
MPW
560
MA Private Wealth
California
$6.61M -$3.36M -47,788 -34%
State of Tennessee, Department of Treasury
561
State of Tennessee, Department of Treasury
Tennessee
$6.59M
JJBC
562
James J. Burns & Company
New York
$6.59M +$265K +3,761 +4%
YIA
563
YHB Investment Advisors
Connecticut
$6.59M +$160K +2,269 +2%
HWM
564
HB Wealth Management
Georgia
$6.57M -$1.04M -14,738 -14%
SIM
565
Stratos Investment Management
Ohio
$6.56M -$21.3K -303 -0.3%
TTWM
566
TCV Trust & Wealth Management
Virginia
$6.55M +$660K +9,375 +11%
HB
567
Horizon Bancorp
Indiana
$6.53M +$4.83M +68,718 +285%
RA
568
Rodgers & Associates
Pennsylvania
$6.43M +$42.3K +601 +0.7%
TPWA
569
TRUE Private Wealth Advisors
Oregon
$6.32M -$5.33M -75,793 -46%
BSW
570
Buckingham Strategic Wealth
Missouri
$6.28M +$2.75M +39,050 +78%
BHWA
571
Beacon Harbor Wealth Advisors
Virginia
$6.28M +$218K +3,104 +4%
CA
572
Continuum Advisory
Idaho
$6.23M +$1.36M +19,285 +28%
PCA
573
Providence Capital Advisors
North Carolina
$6.18M +$79K +1,123 +1%
BWM
574
Birchcreek Wealth Management
Ohio
$6.15M +$423K +6,011 +7%
AM
575
AGF Management
Ontario, Canada
$6.14M +$52.4K +745 +0.9%