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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 %
KAS
201
Kestra Advisory Services
Texas
$39.3M +$10.2M +145,319 +35%
ANTB
202
AMG National Trust Bank
Colorado
$39.3M +$1.53M +21,732 +4%
TLFA
203
True Link Financial Advisors
California
$39.1M +$2.63M +37,336 +7%
MMA
204
Miracle Mile Advisors
California
$39M -$5.39M -76,584 -12%
SWA
205
Strategies Wealth Advisors
Michigan
$38.4M -$4.37M -62,094 -10%
LSAG
206
Lake Street Advisors Group
New Hampshire
$38.4M -$3.48M -49,502 -8%
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$38.1M -$5.27M -74,857 -12%
LIA
208
LBMC Investment Advisors
Tennessee
$37.9M -$1.46M -20,696 -4%
WA
209
Waddell & Associates
Tennessee
$37.1M -$11.4K -162 -0%
GGS
210
Galvin Gaustad & Stein
Arizona
$37M +$1.23M +17,516 +3%
KA
211
Klingman & Associates
New York
$36.5M +$2.66M +37,784 +8%
BOH
212
Bank of Hawaii
Hawaii
$36.5M -$628K -8,925 -2%
IGAM
213
iA Global Asset Management
Quebec, Canada
$35.6M +$12.4M +175,568 +53%
BPA
214
Beacon Pointe Advisors
California
$35.6M +$1.89M +26,914 +6%
MAS
215
Meeder Advisory Services
Ohio
$35.2M +$2.8M +39,815 +9%
PCWA
216
Pacific Capital Wealth Advisors
California
$34.9M +$1.42M +20,226 +4%
GWSA
217
Global Wealth Strategies & Associates
Colorado
$34.1M +$12.2M +172,988 +55%
FFW
218
Fusion Family Wealth
New York
$33.9M +$3.81M +54,141 +13%
NYLIM
219
New York Life Investment Management
New York
$33.6M -$7.77M -110,378 -19%
AWS
220
Atria Wealth Solutions
New York
$33.5M +$3.9M +55,440 +13%
William Blair & Company
221
William Blair & Company
Illinois
$33.4M +$1.71M +24,353 +5%
AI
222
Atria Investments
North Carolina
$33.3M +$7.34M +104,386 +28%
MA
223
MCF Advisors
Kentucky
$33.3M +$362K +5,141 +1%
CAG
224
Crestwood Advisors Group
Massachusetts
$33.3M -$772K -10,974 -2%
IP
225
Isthmus Partners
Wisconsin
$33.3M -$311K -4,419 -0.9%