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iShares MSCI EAFE Growth ETF

753 hedge funds and large institutions have $11.8B invested in iShares MSCI EAFE Growth ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 344 increasing their positions, 223 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
12.05%
Holding in Top 10
86
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+40.98%
% of All Funds
1.38%
New
77
Increased
344
Reduced
223
Closed
68
Calls
$459K
Puts
Net Calls
+$459K
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
226
LVW Advisors
New York
$3.92M +$54.4K +581 +1%
PWPS
227
Pinnacle Wealth Planning Services
Ohio
$3.91M -$376K -4,018 -9%
MLA
228
My Legacy Advisors
Oregon
$3.88M +$832K +8,897 +27%
HI
229
Harbour Investments
Wisconsin
$3.84M +$717K +7,658 +23%
GW
230
GW & Wade
Massachusetts
$3.76M +$263K +2,809 +8%
SWM
231
Southern Wealth Management
Texas
$3.76M -$1.18M -12,582 -24%
MAM
232
MMA Asset Management
Pennsylvania
$3.69M +$1.05M +11,237 +40%
PAMG
233
Patton Albertson Miller Group
Tennessee
$3.67M -$2.24M -23,909 -38%
RSWM
234
Robertson Stephens Wealth Management
California
$3.63M +$1.21M +12,915 +50%
SWA
235
SOA Wealth Advisors
New York
$3.62M +$172K +1,836 +5%
SWP
236
ShoreHaven Wealth Partners
New Jersey
$3.59M +$99.6K +1,063 +3%
AF
237
Affiance Financial
Minnesota
$3.59M +$2.06M +21,982 +135%
VA
238
Valmark Advisers
Ohio
$3.56M +$119K +1,266 +3%
OPPS
239
Obsidian Personal Planning Solutions
Maryland
$3.56M +$37.9K +405 +1%
NPF
240
Norris Perne & French
Michigan
$3.51M -$75.1K -802 -2%
DWT
241
Dorsey & Whitney Trust
South Dakota
$3.48M +$842K +8,993 +32%
FRA
242
FFG Retirement Advisors
Colorado
$3.43M +$174K +1,856 +5%
JSW
243
Journey Strategic Wealth
New Jersey
$3.39M +$9.93K +106 +0.3%
PFS
244
Prospera Financial Services
Texas
$3.34M +$2.71M +28,946 +433%
JFA
245
JNBA Financial Advisors
Minnesota
$3.32M +$101K +1,080 +3%
WWP
246
WR Wealth Planners
Missouri
$3.31M +$737K +7,870 +29%
SFP
247
Sterling Financial Planning
New Jersey
$3.29M +$164K +1,755 +5%
TCA
248
Transcend Capital Advisors
New Jersey
$3.28M +$736K +7,861 +29%
LF
249
Lantz Financial
Illinois
$3.26M +$1.06M +11,367 +49%
BWL
250
Bogart Wealth LLC
Virginia
$3.23M