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iShares Core MSCI EAFE ETF

1,796 hedge funds and large institutions have $98.7B invested in iShares Core MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 856 increasing their positions, 613 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,796
Holders Change
+19
Holders Change %
+1.07%
% of All Funds
26.12%
Holding in Top 10
332
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.21%
% of All Funds
4.83%
New
117
Increased
856
Reduced
613
Closed
68
Calls
$9.95M
Puts
$38.8M
Net Calls
-$28.8M
Net Calls Change
-$39.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AI
201
Atria Investments
North Carolina
$41.5M +$1.76M +24,171 +4%
NQWM
202
Northwest Quadrant Wealth Management
Oregon
$41.1M +$293K +4,040 +0.7%
CFO
203
Colony Family Offices
North Carolina
$40.9M -$159K -2,188 -0.4%
RA
204
Regis Acquisition
Colorado
$40.7M -$975K -13,423 -2%
SFBLI
205
Southern Farm Bureau Life Insurance
Mississippi
$40.3M -$15.1M -208,102 -27%
KA
206
Klingman & Associates
New York
$40.1M +$1.99M +27,378 +5%
LIA
207
LBMC Investment Advisors
Tennessee
$39.2M +$412K +5,678 +1%
William Blair & Company
208
William Blair & Company
Illinois
$39.1M +$3.45M +47,498 +10%
AWA
209
Alaska Wealth Advisors
Alaska
$39.1M -$487K -6,710 -1%
GGS
210
Galvin Gaustad & Stein
Arizona
$39.1M +$633K +8,714 +2%
BOH
211
Bank of Hawaii
Hawaii
$38.7M +$337K +4,642 +0.9%
SWA
212
Strategies Wealth Advisors
Michigan
$38.6M +$66.8K +919 +0.2%
CA
213
Cambridge Associates
Massachusetts
$38.3M +$4.99M +68,703 +15%
WA
214
Waddell & Associates
Tennessee
$38.2M +$410K +5,645 +1%
WFA
215
Wellspring Financial Advisors
Ohio
$38.2M +$7.27M +100,122 +24%
DC
216
Davenport & Co
Virginia
$38M +$4.02M +55,367 +12%
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$38M -$3.65M -50,238 -9%
RWP
218
Revolve Wealth Partners
New Jersey
$37.9M +$1.36M +18,663 +4%
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
$37.8M +$31.7M +436,839 +523%
WFAG
220
Wescott Financial Advisory Group
Pennsylvania
$37.7M +$10.6M +145,796 +39%
SPIA
221
Steward Partners Investment Advisory
New York
$37.2M +$290K +3,993 +0.8%
BPA
222
Beacon Pointe Advisors
California
$37.2M -$280K -3,860 -0.7%
LSAG
223
Lake Street Advisors Group
New Hampshire
$37.1M -$2.2M -30,280 -6%
Victory Capital Management
224
Victory Capital Management
Texas
$37.1M +$11.7M +161,302 +46%
RIM
225
Rockbridge Investment Management
New York
$36.7M +$2.01M +27,699 +6%