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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 %
GC
126
Gratus Capital
Georgia
$76.7M -$4.2M -59,697 -5%
RWM
127
Ritholtz Wealth Management
New York
$75.8M +$4.82M +68,535 +7%
JFGIW
128
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73.2M +$58M +824,699 +381%
JCM
129
Janney Capital Management
Pennsylvania
$72.7M -$4.47M -63,504 -6%
FSC
130
Full Sail Capital
Oklahoma
$72.4M +$4.67M +66,445 +7%
LMIM
131
Lockheed Martin Investment Management
Maryland
$71.3M
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$69.8M +$3.1M +44,013 +5%
FDP
133
Financiere des Professionnels
Quebec, Canada
$69.4M -$23.2M -329,500 -25%
AWA
134
Aaron Wealth Advisors
Illinois
$68.8M +$2.67M +37,901 +4%
CFFP
135
Center for Financial Planning
Michigan
$68.1M +$1.49M +21,149 +2%
VWM
136
Venturi Wealth Management
Texas
$67.5M -$801K -11,392 -1%
RCAG
137
Rehmann Capital Advisory Group
Michigan
$65M +$938K +13,331 +1%
ECG
138
Edge Capital Group
Georgia
$64.5M -$10.6M -150,809 -14%
Mackenzie Financial
139
Mackenzie Financial
Ontario, Canada
$64.3M -$10.1M -143,304 -14%
WANY
140
Wealthspire Advisors (New York)
New York
$64.3M -$2.16M -30,670 -3%
MSA
141
Mason Street Advisors
Wisconsin
$62.2M
JPC
142
Jabodon PT Co
Nevada
$62.2M +$62.2M +884,020 New
SFI
143
SPC Financial Inc
Maryland
$61M -$2.95M -41,899 -5%
Acadian Asset Management
144
Acadian Asset Management
Massachusetts
$60.4M +$13.8M +195,894 +30%
CL
145
Choreo LLC
Illinois
$60.3M +$39.3M +558,461 +187%
TCBWMS
146
Texas Capital Bank Wealth Management Services
Texas
$59.4M +$963K +13,691 +2%
B
147
Bailard
California
$58.8M +$906K +12,879 +2%
CW
148
Cabot-Wellington
Massachusetts
$57.3M -$2.24M -31,839 -4%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$55.6M -$11.2M -159,104 -17%
NA
150
NewEdge Advisors
Louisiana
$55.3M -$13.6M -195,944 -20%