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iShares Core MSCI EAFE ETF

1,778 hedge funds and large institutions have $102B invested in iShares Core MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 766 increasing their positions, 654 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,778
Holders Change
+42
Holders Change %
+2.42%
% of All Funds
25.77%
Holding in Top 10
343
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.48%
% of All Funds
4.97%
New
128
Increased
766
Reduced
654
Closed
65
Calls
$14.4M
Puts
$3.68M
Net Calls
+$10.7M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Shares
Change %
BSW
601
Buckingham Strategic Wealth
Missouri
$6.09M -$536K -7,225 -8%
PTC
602
Private Trust Company
Ohio
$6.02M +$170K +2,288 +3%
AWMG
603
Alliance Wealth Management Group
New Jersey
$5.95M +$295K +3,969 +5%
AI
604
Auour Investments
Massachusetts
$5.95M +$166K +2,235 +3%
PAG
605
Paladin Advisory Group
Iowa
$5.87M -$400K -5,415 -6%
PF
606
Penney Financial
Texas
$5.85M +$322K +4,338 +6%
MA
607
Mutual Advisors
Nebraska
$5.82M +$528K +7,110 +10%
AIM
608
Aspen Investment Management
Michigan
$5.81M +$100K +1,349 +2%
SL
609
Sentinus LLC
Illinois
$5.79M +$5.79M +78,034 New
WDG
610
Wealth Dimensions Group
Ohio
$5.74M -$121K -1,635 -2%
QC
611
Quadrature Capital
United Kingdom
$5.72M +$5.72M +77,034 New
OWA
612
Outlook Wealth Advisors
Texas
$5.69M +$413K +5,564 +8%
CWM
613
Cahaba Wealth Management
Georgia
$5.67M -$53.8K -725 -0.9%
MNBTD
614
Moody National Bank Trust Division
Texas
$5.55M +$318K +4,282 +6%
LFA
615
Legacy Financial Advisors
Kentucky
$5.52M -$231K -3,112 -4%
NL
616
NEPC LLC
Massachusetts
$5.52M +$2.09M +28,138 +61%
UFAC
617
Urban Financial Advisory Corp
Illinois
$5.51M -$115K -1,552 -2%
PFS
618
Prospera Financial Services
Texas
$5.49M -$1.79M -24,073 -25%
VWA
619
Visionary Wealth Advisors
Illinois
$5.47M -$452K -6,089 -8%
Deutsche Bank
620
Deutsche Bank
Germany
$5.44M -$505K -6,800 -8%
CIAS
621
Capital Investment Advisory Services
North Carolina
$5.43M +$206K +2,779 +4%
TW
622
TritonPoint Wealth
Maryland
$5.41M +$1.11M +19,955 +26%
IWM
623
IHT Wealth Management
Illinois
$5.39M +$384K +5,179 +8%
AWM
624
Avior Wealth Management
Nebraska
$5.39M +$2.21M +29,729 +69%
RZH
625
Relyea Zuckerberg Hanson
Connecticut
$5.38M +$403K +5,425 +8%