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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 %
FWI
176
Facet Wealth Inc
Maryland
$46.3M -$6.14M -87,713 -12%
GLLW
177
Graves Light Lenhart Wealth
Virginia
$45.9M +$1.59M +22,557 +4%
FCAM
178
First Citizens Asset Management
North Carolina
$45.6M +$24.6M +349,125 +117%
CFG
179
Compton Financial Group
Maryland
$45.2M +$864K +12,276 +2%
MW
180
Marcum Wealth
Ohio
$44.9M -$253K -3,593 -0.6%
WPC
181
Wedmont Private Capital
Pennsylvania
$44.8M +$19.8M +282,728 +79%
BFPW
182
BOK Financial Private Wealth
Colorado
$44.7M -$3.63M -51,581 -8%
IFAM
183
Institutional & Family Asset Management
Colorado
$44.6M +$88K +1,251 +0.2%
WA
184
Wilshire Advisors
California
$44.1M -$770K -10,949 -2%
AWA
185
Alaska Wealth Advisors
Alaska
$43.8M +$977K +13,887 +2%
IWMA
186
Ironwood Wealth Management (Arizona)
Arizona
$43.5M +$4.3M +61,116 +11%
SFP
187
Shepherd Financial Partners
Massachusetts
$43M +$825K +11,725 +2%
WSTAM
188
Wilbanks Smith & Thomas Asset Management
Virginia
$42.1M +$1.93M +27,393 +5%
BWM
189
Brickley Wealth Management
California
$41.6M +$20.9K +297 +0.1%
CCFCSB
190
Cape Cod Five Cents Savings Bank
Massachusetts
$41.5M -$40.7M -577,940 -49%
PCIA
191
Prime Capital Investment Advisors
Kansas
$41.5M +$40.6M +576,414 +4,175%
LNB
192
Ledyard National Bank
$41.2M +$877K +12,472 +2%
AWM
193
AE Wealth Management
Kansas
$40.8M +$2.53M +36,188 +7%
DCM
194
Disciplina Capital Management
Tennessee
$40.8M +$1.57M +22,254 +4%
CB
195
Community Bank
New York
$40.5M -$1.78M -25,334 -4%
OPS
196
Orion Portfolio Solutions
Nebraska
$40.4M +$3.37M +48,166 +9%
BCI
197
Brinker Capital Investments
Pennsylvania
$40.4M +$3.37M +48,166 +9%
RFP
198
Roth Financial Partners
Texas
$40.4M +$2.94M +41,780 +8%
QCG
199
Quadrant Capital Group
Ohio
$39.8M +$2.25M +31,977 +6%
CFO
200
Colony Family Offices
North Carolina
$39.6M +$48.8K +694 +0.1%