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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 %
JWCA
701
J.W. Cole Advisors
Florida
$3.63M +$391K +5,557 +12%
APWM
702
Atlas Private Wealth Management
New York
$3.61M +$234K +3,333 +7%
FUBT
703
First United Bank & Trust
Maryland
$3.59M -$281K -3,994 -7%
GM
704
GeoWealth Management
Illinois
$3.58M -$86.1K -1,223 -2%
WWS
705
Wellington Wealth Strategies
Indiana
$3.57M +$3.57M +50,789 New
STA
706
Summit Trail Advisors
New York
$3.56M
SL
707
SWMG LLC
Texas
$3.55M +$159K +2,259 +5%
NFG
708
Nations Financial Group
Iowa
$3.55M +$246K +3,498 +7%
EFM
709
Eley Financial Management
Vermont
$3.55M +$68.8K +978 +2%
FTS
710
Fifth Third Securities
Ohio
$3.54M +$112K +1,592 +3%
Lido Advisors
711
Lido Advisors
California
$3.54M -$1.81M -25,737 -34%
HSWM
712
Hubbell Strickland Wealth Management
Louisiana
$3.53M +$11.5K +163 +0.3%
ATC
713
Argent Trust Co
Tennessee
$3.52M -$59.5K -846 -2%
LA
714
LM Advisors
California
$3.46M +$3.46M +49,191 New
CTA
715
Chesley Taft & Associates
Illinois
$3.41M +$79.3K +1,127 +2%
PP
716
PrairieView Partners
Minnesota
$3.41M +$944K +13,415 +38%
CAC
717
Certified Advisory Corp
Florida
$3.4M +$102K +1,451 +3%
KCM
718
Kanawha Capital Management
Virginia
$3.4M +$13.4K +191 +0.4%
LI
719
Louisbourg Investments
New Brunswick, Canada
$3.39M +$3.39M +48,244 New
HR
720
Howe & Rusling
New York
$3.38M +$475K +6,753 +16%
HW
721
Hamilton Wealth
California
$3.37M +$1.9M +26,970 +128%
FWP
722
FAS Wealth Partners
Kansas
$3.34M +$37.7K +536 +1%
WP
723
WealthSource Partners
California
$3.34M -$254K -3,615 -7%
PM
724
Pembroke Management
Quebec, Canada
$3.32M -$33.8K -480 -1%
JWM
725
JGP Wealth Management
Oregon
$3.31M +$663K +9,422 +25%