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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 %
SAG
1026
SageView Advisory Group
California
$1.13M -$16M -275,645 -93%
BW
1027
BIP Wealth
Georgia
$1.12M +$419K +5,639 +59%
CP
1028
Capital Planning
Washington
$1.11M -$132K -1,773 -11%
PWS
1029
Peterson Wealth Services
Utah
$1.11M -$130K -1,757 -11%
IWA
1030
Inspirion Wealth Advisors
Illinois
$1.11M +$4.16K +56 +0.4%
MA
1031
Montag & Associates
Georgia
$1.11M +$59.4K +800 +6%
CIA
1032
Compass Ion Advisors
Pennsylvania
$1.11M
PFG
1033
PAX Financial Group
Texas
$1.1M +$12.8K +172 +1%
OWA
1034
ORBA Wealth Advisors
Illinois
$1.09M +$129K +1,736 +13%
SWA
1035
Strata Wealth Advisors
Texas
$1.09M
COCM
1036
Charter Oak Capital Management
New Hampshire
$1.09M +$141K +1,900 +15%
SWP
1037
Strategic Wealth Partners
Ohio
$1.09M +$631K +8,508 +139%
CFO
1038
Collective Family Office
Pennsylvania
$1.09M +$733K +9,880 +208%
TPW
1039
TL Private Wealth
Texas
$1.09M +$2.14K +29 +0.2%
HNB
1040
Huntington National Bank
Ohio
$1.08M -$1.13M
EFA
1041
Edge Financial Advisors
Illinois
$1.08M +$1.08M +14,486 New
PP
1042
Patron Partners
Texas
$1.08M -$397K -5,352 -27%
RFA
1043
Resurgent Financial Advisors
Georgia
$1.07M +$224K +3,012 +27%
HWA
1044
HCR Wealth Advisors
California
$1.07M -$138K -1,854 -11%
KL
1045
KWMG LLC
Kansas
$1.06M -$26K -350 -2%
FCB
1046
First County Bank
Connecticut
$1.06M -$116K -1,562 -10%
E
1047
ETFidea
New York
$1.06M -$5.94K -80 -0.6%
SSW
1048
Stone Summit Wealth
Florida
$1.05M -$15K -202 -1%
KWA
1049
Kingswood Wealth Advisors
California
$1.05M +$724K +9,754 +220%
TFM
1050
TFC Financial Management
Massachusetts
$1.05M +$132K +1,775 +14%