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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 %
BC
576
Brio Consultants
California
$5.22M -$272K -4,035 -5%
SF
577
Summit Financial
New Jersey
$5.19M -$47.3K -700 -0.9%
CWM
578
Cahaba Wealth Management
Georgia
$5.18M -$599K -8,875 -10%
Luther King Capital Management (LKCM)
579
Luther King Capital Management (LKCM)
Texas
$5.16M
AIM
580
Aspen Investment Management
Michigan
$5.14M +$94K +1,392 +2%
HFRG
581
Houlihan Financial Resource Group
Virginia
$5.14M +$5.14M +75,632 New
RIA
582
Regal Investment Advisors
Michigan
$5.13M +$215K +3,189 +4%
MA
583
Montag & Associates
Georgia
$5.13M -$401K -5,941 -7%
GW
584
GW & Wade
Massachusetts
$5.07M -$107K -1,580 -2%
LG
585
Leuthold Group
Minnesota
$5.06M
TCM
586
Telos Capital Management
California
$5.04M +$172K +2,551 +4%
SGCA
587
Steel Grove Capital Advisors
Tennessee
$5.01M -$506K -7,501 -9%
AWM
588
AAF Wealth Management
Massachusetts
$5M +$39K +578 +0.8%
IP
589
Investment Partners
Ohio
$4.99M -$391K -5,788 -7%
AWA
590
Arete Wealth Advisors
Illinois
$4.97M +$1.27M +18,878 +35%
BWM
591
Birchcreek Wealth Management
Ohio
$4.96M +$460K +6,809 +10%
CWM
592
Certus Wealth Management
California
$4.95M +$4.95M +73,337 New
VWA
593
Visionary Wealth Advisors
Illinois
$4.94M +$1.63M +24,086 +49%
PAG
594
Paladin Advisory Group
Iowa
$4.89M -$92.4K -1,369 -2%
BFG
595
Bleakley Financial Group
New Jersey
$4.88M -$528K -7,819 -10%
BCA
596
Bray Capital Advisors
Florida
$4.81M -$97.6K -1,446 -2%
OWA
597
Outlook Wealth Advisors
Texas
$4.78M +$4.78M +70,796 New
FSWA
598
Financial Synergies Wealth Advisors
Texas
$4.77M -$6.75K -100 -0.1%
NCM
599
Next Capital Management
New York
$4.73M +$694K +10,279 +17%
EA
600
Emerald Advisors
Washington
$4.72M +$317K +4,693 +7%