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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 %
EWM
751
Endowment Wealth Management
Wisconsin
$2.98M +$93.4K +1,327 +3%
CSPIA
752
Cary Street Partners Investment Advisory
Virginia
$2.96M +$1.02M +14,519 +53%
NL
753
NWAM LLC
Washington
$2.92M -$19.2M -272,619 -87%
AWM
754
Accurate Wealth Management
Florida
$2.91M +$14K +201 +0.5%
CIA
755
Choate Investment Advisors
Massachusetts
$2.9M +$281K +3,996 +11%
RA
756
Rational Advisors
New York
$2.9M +$378K +5,373 +15%
WA
757
Waverly Advisors
Alabama
$2.86M -$27.3K -388 -0.9%
LIM
758
Leavell Investment Management
Alabama
$2.83M +$420K +5,969 +17%
EIP
759
Ellis Investment Partners
Pennsylvania
$2.83M +$29.1K +413 +1%
MWP
760
Madison Wealth Partners
Wisconsin
$2.81M -$111K -1,581 -4%
RC
761
Roundview Capital
New Jersey
$2.81M -$116K -1,642 -4%
SGCA
762
Steel Grove Capital Advisors
Tennessee
$2.8M -$1.12M -15,862 -29%
DB
763
Dravo Bay
Delaware
$2.79M -$475K -6,749 -15%
DADC
764
D.A. Davidson & Co
Montana
$2.79M +$109K +1,553 +4%
AG
765
Ascent Group
Virginia
$2.78M -$109K -1,554 -4%
CIBC Private Wealth Group
766
CIBC Private Wealth Group
Georgia
$2.77M +$432K +6,146 +18%
SWC
767
Spectrum Wealth Counsel
Indiana
$2.75M +$2.75M +39,158 New
LT
768
Legacy Trust
Michigan
$2.75M +$179K +2,550 +7%
MIM
769
Macroview Investment Management
Maryland
$2.73M -$199K -2,827 -7%
OP
770
ORG Partners
Indiana
$2.72M +$1.65M +23,507 +155%
TFS
771
Thoroughbred Financial Services
Tennessee
$2.72M +$46.3K +658 +2%
IA
772
IFP Advisors
Florida
$2.71M +$493K +7,005 +22%
IC
773
Iconiq Capital
California
$2.7M -$4.25M -60,457 -61%
WAP
774
Wealthcare Advisory Partners
Pennsylvania
$2.69M -$84.5K -1,201 -3%
CWA
775
Canvas Wealth Advisors
Kansas
$2.67M +$374K +5,335 +16%