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iShares Core MSCI Total International Stock ETF

712 hedge funds and large institutions have $29.8B invested in iShares Core MSCI Total International Stock ETF in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 287 increasing their positions, 215 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+61
Holders Change %
+9.37%
% of All Funds
10.44%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
0.92%
New
119
Increased
287
Reduced
215
Closed
45
Calls
$429K
Puts
$565K
Net Calls
-$136K
Net Calls Change
-$592K
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
301
Capital Planning Advisors
California
$1.81M +$219K +3,377 +14%
GIA
302
Gladstone Institutional Advisory
Florida
$1.8M +$146K +2,254 +9%
IAA
303
Independent Advisor Alliance
North Carolina
$1.8M -$2.08K -32 -0.1%
CCG
304
Chatham Capital Group
Georgia
$1.79M -$5.52K -85 -0.3%
HP
305
Hilltop Partners
Indiana
$1.79M -$459K -7,066 -20%
CPA
306
Cardiff Park Advisors
California
$1.78M -$89.5K -1,378 -5%
CW
307
CreativeOne Wealth
Kansas
$1.74M -$232K -3,575 -12%
SVWG
308
Shared Vision Wealth Group
United States
$1.72M +$1.72M +26,458 New
IWC
309
Integrated Wealth Concepts
Massachusetts
$1.69M +$55.8K +860 +3%
CFO
310
Collective Family Office
Pennsylvania
$1.68M -$515K -7,925 -23%
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$1.68M -$290K -4,471 -15%
SWP
312
Summit Wealth Partners
Florida
$1.67M +$7.14K +110 +0.4%
SPIA
313
Steward Partners Investment Advisory
New York
$1.67M -$9.29K -143 -0.6%
GSIS
314
Global Strategic Investment Solutions
Arizona
$1.66M +$117K +1,795 +8%
OC
315
Oarsman Capital
Wisconsin
$1.66M +$1.66M +25,605 New
Bank of Montreal
316
Bank of Montreal
Ontario, Canada
$1.66M -$35.4K -543 -2%
EWA
317
EP Wealth Advisors
California
$1.64M -$46.1K -710 -3%
RLIM
318
Red Lighthouse Investment Management
New York
$1.63M -$102K -1,576 -6%
DACG
319
Donor Advised Charitable Giving
California
$1.59M +$1.59M +24,563 New
IA
320
IFG Advisory
Georgia
$1.59M +$221K +3,406 +16%
SPC
321
Sigma Planning Corp
Michigan
$1.58M -$1.27M -19,557 -45%
PA
322
Procyon Advisors
Connecticut
$1.57M -$142K -2,181 -8%
GPA
323
Garrison Point Advisors
California
$1.52M +$16.9K +260 +1%
BFEC
324
Benjamin F. Edwards & Company
Missouri
$1.52M +$251K +3,868 +20%
SCA
325
Sandy Cove Advisors
Massachusetts
$1.51M -$955K -14,709 -39%