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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 %
FAG
1576
Fortitude Advisory Group
Washington
$200K +$200K +2,850 New
HAC
1577
Harbor Advisory Corp
New Hampshire
$200K +$200K +2,849 New
CIA
1578
Cape Investment Advisory
Georgia
$195K +$174K +2,475 +817%
CWP
1579
Concord Wealth Partners
Virginia
$191K -$67.6K -961 -26%
PMFA
1580
Plante Moran Financial Advisors
Michigan
$189K +$16K +227 +9%
MHR
1581
Matthew Hamilton Rosenberg
$187K +$5.84K +83 +3%
ANBT
1582
American National Bank & Trust
Texas
$183K
FFA
1583
Frazier Financial Advisors
Ohio
$183K +$183K +2,598 New
T
1584
Tidemark
California
$183K +$183K +2,597 New
SWM
1585
Sanctuary Wealth Management
Idaho
$180K +$180K +2,560 New
CSWM
1586
Cassady Schiller Wealth Management
Ohio
$180K
RIL
1587
Rothschild Investment LLC
Illinois
$179K -$337K -4,784 -65%
AAG
1588
Armstrong Advisory Group
Massachusetts
$173K +$5K +71 +3%
CB
1589
Centennial Bank
Arkansas
$169K
RCM
1590
Richardson Capital Management
Wisconsin
$169K +$169K +2,403 New
LFASL
1591
Lugano Financial Advisors SA (LFA)
Switzerland
$168K +$168K +2,382 New
CT
1592
Clearstead Trust
Maine
$164K -$137K -1,950 -46%
SIS
1593
Sound Income Strategies
Florida
$160K +$122K +1,737 +320%
GWS
1594
Glassman Wealth Services
Virginia
$160K
GI
1595
GAMMA Investing
California
$160K +$160K +2,286 New
SHIM
1596
Stone House Investment Management
Pennsylvania
$157K -$6.47K -92 -4%
NL
1597
NVWM LLC
Pennsylvania
$155K +$155K +2,202 New
OFG
1598
Oxford Financial Group
Indiana
$155K -$9.78K -139 -6%
TH
1599
TCTC Holdings
Texas
$151K +$51K +725 +51%
MRCM
1600
M&R Capital Management
New Jersey
$150K +$15.1K +214 +11%