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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 %
CPRC
1101
Consolidated Portfolio Review Corp
New York
$801K -$60.8K -864 -7%
RFA
1102
Resurgent Financial Advisors
Georgia
$799K +$529K +7,521 +196%
ES
1103
ETF Store
Kansas
$799K +$202K +2,865 +34%
GC
1104
Garde Capital
Washington
$794K +$368K +5,225 +86%
BCG
1105
Breakwater Capital Group
New Jersey
$793K -$16.1K -233 -2%
DWP
1106
Daymark Wealth Partners
Ohio
$791K +$73.7K +1,047 +10%
EWM
1107
Empirical Wealth Management
Washington
$790K +$168K +2,391 +27%
PWAC
1108
Private Wealth Advisors (California)
California
$790K -$342K -4,866 -30%
TFA
1109
Transamerica Financial Advisors
Florida
$788K -$708K -10,061 -47%
CAM
1110
Columbia Asset Management
Michigan
$785K -$120K -1,700 -13%
SJL
1111
Shayne & Jacobs LLC
Tennessee
$782K +$4.93K +70 +0.6%
ST
1112
Sabal Trust
Florida
$776K +$410K +5,823 +112%
CFG
1113
Cooper Financial Group
California
$776K +$511K +7,264 +193%
MWM
1114
Merriman Wealth Management
Washington
$769K +$20.7K +294 +3%
CPWM
1115
Cypress Point Wealth Management
Texas
$768K +$447K +6,360 +140%
MMPW
1116
Mitchell McLeod Pugh & Williams
Alabama
$767K -$54.5K -775 -7%
SC
1117
SouthState Corp
Florida
$766K +$98.6K +1,401 +15%
CC
1118
Courier Capital
New York
$763K
OWA
1119
One Wealth Advisors
California
$762K -$154K -2,196 -17%
DWM
1120
Destination Wealth Management
California
$760K +$415K +5,899 +120%
HFS
1121
Haverford Financial Services
Pennsylvania
$753K
PCMC
1122
Planning Capital Management Corporation
Pennsylvania
$752K +$752K +10,688 New
VFPW
1123
Vantage Financial Partners (Wisconsin)
Wisconsin
$750K +$196K +2,793 +35%
IIA
1124
IPG Investment Advisors
California
$750K +$750K +10,664 New
BW
1125
Bison Wealth
Georgia
$750K -$6.54K -93 -0.9%