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iShares Core MSCI EAFE ETF

1,735 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 245 funds opening new positions, 717 increasing their positions, 608 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,735
Holders Change
+162
Holders Change %
+10.3%
% of All Funds
25.44%
Holding in Top 10
338
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+9.74%
% of All Funds
4.96%
New
245
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 %
MFG
101
Merit Financial Group
Georgia
$100M +$4.46M +63,359 +5%
Corient Private Wealth
102
Corient Private Wealth
Florida
$98.9M -$35M -497,983 -26%
UB
103
UMB Bank
Missouri
$98.6M +$6.26M +88,942 +7%
RIA
104
Retirement Investment Advisors
Oklahoma
$98M -$69.2M -983,727 -41%
SWM
105
SigFig Wealth Management
California
$96.1M -$2.73M -38,923 -3%
EH
106
Equitable Holdings
New York
$94.4M +$3.85M +54,683 +4%
Neuberger Berman Group
107
Neuberger Berman Group
New York
$93.1M +$11M +155,818 +13%
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$92.9M -$5.57M -79,177 -6%
MCM
109
MAI Capital Management
Ohio
$89.2M -$375K -5,335 -0.4%
TPCW
110
TD Private Client Wealth
New York
$89.1M +$80M +1,137,249 +880%
HSBC Holdings
111
HSBC Holdings
United Kingdom
$85.3M +$245K +3,481 +0.3%
HFS
112
Hantz Financial Services
Michigan
$83.6M -$3.57M -50,729 -4%
HI
113
Horizon Investments
North Carolina
$83.6M -$9.59M -136,293 -10%
FFBTD
114
First Financial Bank - Trust Division
Ohio
$83.5M +$512K +7,279 +0.6%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$82.2M +$596K +8,473 +0.7%
W
116
Wealthquest
Ohio
$81.7M +$1.62M +23,045 +2%
NA
117
Nottingham Advisors
New York
$81.1M +$474K +7,478 +0.6%
Prudential Financial
118
Prudential Financial
New Jersey
$80.6M +$23.6M +335,149 +41%
VC
119
Vicus Capital
Pennsylvania
$79.7M -$939K -13,345 -1%
RFC
120
Regions Financial Corp
Alabama
$79.7M -$947K -13,463 -1%
FFA
121
Fragasso Financial Advisors
Pennsylvania
$78M +$640K +9,103 +0.8%
RWM
122
RKL Wealth Management
Pennsylvania
$77.7M -$3.85M -54,731 -5%
BC
123
Bartlett & Co
Ohio
$77.7M +$2.19M +31,089 +3%
BCWM
124
Bartlett & Co Wealth Management
Ohio
$77.7M +$2.19M +31,089 +3%
PS
125
Principal Securities
Iowa
$77.5M +$77.5M +1,101,353 New