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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 %
MIM
151
Monashee Investment Management
Massachusetts
$55M +$55M +782,380 New
MCWS
152
McKinley Carter Wealth Services
West Virginia
$54.6M +$432K +6,146 +0.8%
FNT
153
First National Trust
Pennsylvania
$54.6M -$3.46M -49,177 -6%
IB
154
Intrust Bank
Kansas
$54.3M -$1.87M -26,542 -3%
RA
155
Regis Acquisition
Colorado
$53.8M +$9.08M +129,074 +20%
AHSW
156
Adventist Health System West
California
$53.5M
BWM
157
Baystate Wealth Management
Massachusetts
$52.6M -$877K -12,462 -2%
AGA
158
Arkos Global Advisors
Texas
$52.5M +$9.88M +140,442 +23%
SFBLI
159
Southern Farm Bureau Life Insurance
Mississippi
$51.5M -$15.6M -221,470 -23%
PA
160
Parallel Advisors
California
$50.8M -$7.74M -110,079 -13%
DT
161
Diversified Trust
Tennessee
$50.1M +$2.61M +37,112 +6%
RA
162
Riversedge Advisors
Delaware
$49.9M +$558K +7,925 +1%
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$49.5M +$49.5M +704,222 New
TFCP
164
Twin Focus Capital Partners
Massachusetts
$49.4M +$11.9M +169,503 +32%
OWM
165
Orgel Wealth Management
Wisconsin
$49.3M -$1.7M -24,205 -3%
Empower Advisory Group
166
Empower Advisory Group
Colorado
$48.4M +$45.2M +642,256 +1,387%
BSB
167
Bangor Savings Bank
Maine
$48.4M +$1.56M +22,187 +3%
CCA
168
Conservest Capital Advisors
Pennsylvania
$48.1M +$1.66M +23,657 +4%
CFO
169
Callan Family Office
Pennsylvania
$48M -$2.47M -35,144 -5%
IWC
170
Integrated Wealth Concepts
Massachusetts
$47.9M -$4.82M -68,510 -9%
OIA
171
OneDigital Investment Advisors
Kansas
$47.9M +$6.71M +95,342 +16%
OWM
172
Olympus Wealth Management
Utah
$47.9M -$118K -1,672 -0.2%
1832 Asset Management
173
1832 Asset Management
Ontario, Canada
$47.7M -$2.94M -41,782 -6%
FFA
174
First Foundation Advisors
California
$47.4M +$2.45M +34,836 +5%
DLDF
175
Dan L. Duncan Foundation
Texas
$46.4M -$1.31M -18,663 -3%