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iShares Core MSCI EAFE ETF

1,797 hedge funds and large institutions have $98.7B invested in iShares Core MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 856 increasing their positions, 614 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,797
Holders Change
+19
Holders Change %
+1.07%
% of All Funds
26.13%
Holding in Top 10
332
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.21%
% of All Funds
4.83%
New
117
Increased
856
Reduced
614
Closed
68
Calls
$9.95M
Puts
$38.8M
Net Calls
-$28.8M
Net Calls Change
-$39.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
651
Tanglewood Wealth Management
Texas
$4.95M -$104K -1,426 -2%
KIG
652
Kowal Investment Group
Wisconsin
$4.92M +$999K +13,747 +25%
FSWA
653
Financial Synergies Wealth Advisors
Texas
$4.9M -$104K -1,432 -2%
PFS
654
Prospera Financial Services
Texas
$4.89M -$490K -6,735 -9%
AP
655
Aspect Partners
Virginia
$4.86M +$38.4K +529 +0.8%
WWM
656
Western Wealth Management
Colorado
$4.86M +$164K +2,255 +3%
AWM
657
AAF Wealth Management
Massachusetts
$4.85M -$43.9K -604 -0.9%
CIAS
658
CFS Investment Advisory Services
New Jersey
$4.82M +$205K +2,817 +4%
BRM
659
Boston Research & Management
Massachusetts
$4.82M +$70.7K +974 +1%
IWA
660
Invera Wealth Advisors
Oregon
$4.8M +$428K +5,722 +10%
FA
661
Flagstar Advisors
New York
$4.79M -$265K -3,654 -5%
Bessemer Group
662
Bessemer Group
New Jersey
$4.76M +$1.65M +22,786 +53%
LWM
663
LongView Wealth Management
Georgia
$4.76M +$703K +9,675 +17%
SWC
664
Spectrum Wealth Counsel
Indiana
$4.71M +$1.16M +15,976 +33%
APW
665
Acima Private Wealth
Virginia
$4.7M -$20.8K -286 -0.4%
FCIM
666
Fairview Capital Investment Management
California
$4.69M -$125K -1,715 -3%
TC
667
TAGStone Capital
North Carolina
$4.67M -$12.7K -175 -0.3%
ES
668
Eagle Strategies
New York
$4.67M +$4.17M +57,472 +843%
BCA
669
Bray Capital Advisors
Florida
$4.67M -$191K -2,633 -4%
AWP
670
Avid Wealth Partners
Texas
$4.66M -$6.22M -85,695 -57%
PFBT
671
Parkside Financial Bank & Trust
Missouri
$4.64M +$12.1K +167 +0.3%
RBC
672
Roble Belko & Company
Pennsylvania
$4.63M -$26K -358 -0.6%
FA
673
Fiducient Advisors
Illinois
$4.63M +$4.08M +56,183 +747%
CCA
674
Carrera Capital Advisors
Michigan
$4.61M +$4.61M +63,487 New
BC
675
Bowman & Company
Wisconsin
$4.61M +$106K +1,455 +2%