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iShares Core MSCI EAFE ETF

1,981 hedge funds and large institutions have $103B invested in iShares Core MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 898 increasing their positions, 597 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,981
Holders Change
+140
Holders Change %
+7.6%
% of All Funds
26.37%
Holding in Top 10
320
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-2.74%
% of All Funds
4.26%
New
278
Increased
898
Reduced
597
Closed
95
Calls
$5.71M
Puts
$422K
Net Calls
+$5.29M
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
176
Callan Family Office
Pennsylvania
$53M -$1.27M -18,034 -2%
4WM
177
49 Wealth Management
Texas
$52.7M +$8.58M +122,018 +19%
TCBWMS
178
Texas Capital Bank Wealth Management Services
Texas
$52.7M -$2.17M -30,880 -4%
CA
179
Clearstead Advisors
Ohio
$52.4M +$1.37M +19,491 +3%
KAS
180
Kestra Advisory Services
Texas
$51.9M +$2.96M +42,124 +6%
CFG
181
Compton Financial Group
Maryland
$51.9M +$3.17M +45,097 +6%
RFP
182
Roth Financial Partners
Texas
$51.7M +$3.61M +51,370 +8%
OWM
183
Orgel Wealth Management
Wisconsin
$51.7M +$1.64M +23,347 +3%
SPIA
184
Steward Partners Investment Advisory
New York
$50.5M +$2.12M +30,214 +4%
NMIMC
185
Northwestern Mutual Investment Management Company
Wisconsin
$50M
IWC
186
Integrated Wealth Concepts
Massachusetts
$49.2M +$140K +1,992 +0.3%
FTWA
187
Fifth Third Wealth Advisors
Ohio
$48.9M +$4.5M +64,002 +10%
IWMA
188
Ironwood Wealth Management (Arizona)
Arizona
$48.8M +$4.94M +70,234 +11%
WFA
189
Wellspring Financial Advisors
Ohio
$48.4M +$26.1M +630,428 +117%
IL
190
Investure LLC
Virginia
$48.4M +$21.1M +300,048 +77%
CA
191
Cambridge Associates
Massachusetts
$48.3M +$2.68M +38,078 +6%
SFP
192
Shepherd Financial Partners
Massachusetts
$48.3M +$122K +1,730 +0.3%
QCG
193
Quadrant Capital Group
Ohio
$47.8M +$4.26M +60,650 +10%
MCM
194
Makena Capital Management
California
$47.7M +$47.7M +677,930 New
PS
195
Principal Securities
Iowa
$47.5M -$56.1M -797,669 -54%
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
$47.4M +$312K +4,293 +0.7%
CCFCSB
197
Cape Cod Five Cents Savings Bank
Massachusetts
$46.9M
FDP
198
Financiere des Professionnels
Quebec, Canada
$46.9M -$8.29M -118,000 -15%
AWM
199
Apollon Wealth Management
South Carolina
$46.3M +$4.87M +69,245 +12%
BCI
200
Brinker Capital Investments
Pennsylvania
$46.2M +$12.8M +181,681 +38%