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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

801 hedge funds and large institutions have $12.8B invested in iShares MSCI EAFE Growth ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 380 increasing their positions, 214 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+48
Holders Change %
+6.37%
% of All Funds
12.63%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.34%
New
93
Increased
380
Reduced
214
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$73.5M
3
AssetMark Inc
AssetMark Inc
California
+$67.1M
4
Morgan Stanley
Morgan Stanley
New York
+$57.5M
5
MML Investors Services
MML Investors Services
Massachusetts
+$39.2M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$35.4M
2
OMC
Old Mission Capital
Illinois
-$34.6M
3
PWM
PRW Wealth Management
Massachusetts
-$11M
4
M1FG
Mach-1 Financial Group
Arkansas
-$9.65M
5
PA
Paragon Advisors
Texas
-$7.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
226
Equitable Holdings
New York
$4.27M +$1.36M +14,247 +47%
CWM
227
Centurion Wealth Management
Virginia
$4.25M +$18.1K +190 +0.4%
LA
228
LVW Advisors
New York
$4.22M +$235K +2,466 +6%
AG
229
Ascent Group
Virginia
$4.2M +$1.99M +21,178 +90%
WAL
230
W Advisors LLC
Tennessee
$4.19M +$19.6K +205 +0.5%
VA
231
Valmark Advisers
Ohio
$4.19M +$556K +5,830 +15%
PA
232
Parallel Advisors
California
$4.09M +$3.86M +40,440 +1,637%
OFG
233
Omega Financial Group
California
$4.02M +$18.5K +194 +0.5%
GW
234
GW & Wade
Massachusetts
$3.97M +$135K +1,417 +4%
EWM
235
Empirical Wealth Management
Washington
$3.94M +$972K +10,186 +33%
BWM
236
BlackDiamond Wealth Management
New York
$3.89M -$251K -2,630 -6%
SWP
237
ShoreHaven Wealth Partners
New Jersey
$3.88M +$228K +2,393 +6%
PWPS
238
Pinnacle Wealth Planning Services
Ohio
$3.88M -$105K -1,099 -3%
MWM
239
MorganRosel Wealth Management
Colorado
$3.86M +$3.86M +40,415 New
OPPS
240
Obsidian Personal Planning Solutions
Maryland
$3.84M +$219K +2,293 +6%
AF
241
Affiance Financial
Minnesota
$3.84M +$187K +1,959 +5%
SWA
242
SOA Wealth Advisors
New York
$3.83M +$143K +1,495 +4%
LA
243
Lane & Associates
New Jersey
$3.78M +$571K +5,983 +18%
PAMG
244
Patton Albertson Miller Group
Tennessee
$3.76M +$19.8K +208 +0.5%
JFA
245
JNBA Financial Advisors
Minnesota
$3.73M +$353K +3,695 +10%
MWM
246
Maripau Wealth Management
Indiana
$3.71M +$628K +6,585 +20%
LPAM
247
Lodestar Private Asset Management
California
$3.67M +$636K +6,669 +21%
NPF
248
Norris Perne & French
Michigan
$3.61M +$39K +409 +1%
Legacy Financial Group (Iowa)
249
Legacy Financial Group (Iowa)
Iowa
$3.59M +$1.22M +12,783 +51%
KFG
250
Kingdom Financial Group
Arizona
$3.56M +$3.56M +37,262 New
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