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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

784 hedge funds and large institutions have $10.3B invested in iShares MSCI EAFE Growth ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 239 increasing their positions, 358 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
-17
Holders Change %
-2.12%
% of All Funds
12.5%
Holding in Top 10
74
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.94%
% of All Funds
1.18%
New
61
Increased
239
Reduced
358
Closed
67
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$70.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$25.2M
3
Goldman Sachs
Goldman Sachs
New York
+$24M
4
US Bancorp
US Bancorp
Minnesota
+$23.6M
5
MPW
MA Private Wealth
California
+$20.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$818M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$186M
3
Morgan Stanley
Morgan Stanley
New York
-$98M
4
LPL Financial
LPL Financial
California
-$85.2M
5
BlackRock
BlackRock
New York
-$81.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legacy Financial Group (Iowa)
226
Legacy Financial Group (Iowa)
Iowa
$3.85M +$605K +7,010 +19%
PCA
227
Pallas Capital Advisors
Massachusetts
$3.85M +$930K +11,121 +32%
LA
228
LVW Advisors
New York
$3.84M +$15.3K +177 +0.4%
GW
229
GW & Wade
Massachusetts
$3.81M +$219K +2,540 +6%
FPF
230
First Pacific Financial
Washington
$3.77M -$93.5K -1,084 -2%
MA
231
Mutual Advisors
Nebraska
$3.76M -$686K -7,953 -15%
AF
232
Affiance Financial
Minnesota
$3.76M +$283K +3,285 +8%
VA
233
Valmark Advisers
Ohio
$3.74M -$41K -475 -1%
SFS
234
Security Financial Services
Indiana
$3.67M -$1.45M -16,785 -28%
PAMG
235
Patton Albertson Miller Group
Tennessee
$3.64M +$239K +2,765 +7%
OFG
236
Omega Financial Group
California
$3.64M +$3.54K +41 +0.1%
SWP
237
ShoreHaven Wealth Partners
New Jersey
$3.58M +$62.8K +728 +2%
KV
238
Kickstand Ventures
New York
$3.57M +$3.57M +41,365 New
PWPS
239
Pinnacle Wealth Planning Services
Ohio
$3.55M +$41.9K +485 +1%
JFA
240
JNBA Financial Advisors
Minnesota
$3.53M +$153K +1,773 +5%
CAG
241
Csenge Advisory Group
Florida
$3.52M -$1.52M -17,665 -30%
TWM
242
Tradition Wealth Management
Minnesota
$3.51M -$904K -10,471 -20%
LA
243
Lane & Associates
New Jersey
$3.49M +$70.4K +816 +2%
SWA
244
SOA Wealth Advisors
New York
$3.49M +$24K +278 +0.7%
AF
245
Advisornet Financial
Minnesota
$3.48M -$556K -6,444 -14%
NPF
246
Norris Perne & French
Michigan
$3.4M +$131K +1,523 +4%
FRA
247
FFG Retirement Advisors
Colorado
$3.4M -$644K -7,459 -16%
KFG
248
Kingdom Financial Group
Arizona
$3.32M +$107K +1,237 +3%
CAM
249
Crestone Asset Management
Colorado
$3.26M +$1.08M +12,470 +49%
Kayne Anderson Rudnick Investment Management
250
Kayne Anderson Rudnick Investment Management
California
$3.25M +$2.97M +34,448 +1,049%
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