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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 %
PS
576
Planned Solutions
California
$6.13M -$134K -1,910 -2%
FW
577
Fairway Wealth
Ohio
$6.12M +$6.12M +86,962 New
CWM
578
Calamos Wealth Management
Illinois
$6.1M -$84.2K -1,197 -1%
SS
579
Simplicity Solutions
Minnesota
$6.09M +$145K +2,068 +2%
CTA
580
Camelot Technology Advisors
California
$6.08M +$6.08M +86,479 New
MHWM
581
Montz Harcus Wealth Management
Louisiana
$6.06M +$494K +7,027 +9%
HWAM
582
Hennion & Walsh Asset Management
New Jersey
$6.01M +$6.01M +85,477 New
PAG
583
Paladin Advisory Group
Iowa
$5.97M +$160K +2,277 +3%
ATPW
584
Ashton Thomas Private Wealth
Arizona
$5.96M +$239K +3,404 +4%
MFA
585
Mayflower Financial Advisors
Massachusetts
$5.9M -$219K -3,116 -4%
LWANC
586
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.89M +$48.3K +686 +0.8%
ACC
587
Acorn Creek Capital
Colorado
$5.83M +$5.83M +82,904 New
FGAM
588
Financial Gravity Asset Management
Texas
$5.82M +$108K +14,908 +2%
LG
589
Leuthold Group
Minnesota
$5.79M +$517K +7,351 +10%
NCM
590
Next Capital Management
New York
$5.72M +$498K +7,075 +10%
DS
591
DRW Securities
Illinois
$5.64M +$5.64M +80,160 New
Deutsche Bank
592
Deutsche Bank
Germany
$5.63M -$681K -9,687 -11%
GW
593
GW & Wade
Massachusetts
$5.62M +$342K +4,868 +6%
VWA
594
Visionary Wealth Advisors
Illinois
$5.62M +$74.8K +1,063 +1%
BWL
595
Bogart Wealth LLC
Virginia
$5.61M +$14.2K +202 +0.3%
RIA
596
Regal Investment Advisors
Michigan
$5.57M +$228K +3,238 +4%
WDG
597
Wealth Dimensions Group
Ohio
$5.55M -$203K -2,885 -4%
PTC
598
Private Trust Company
Ohio
$5.54M -$33.8K -481 -0.6%
LFA
599
Legacy Financial Advisors
Kentucky
$5.45M -$15M -213,805 -73%
RC
600
Rovin Capital
Arizona
$5.43M +$4.79M +68,082 +744%