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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

842 hedge funds and large institutions have $9.86B invested in iShares MSCI EAFE Growth ETF in 2023 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 228 increasing their positions, 383 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+58
Holders Change %
+7.4%
% of All Funds
12.34%
Holding in Top 10
72
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.7%
% of All Funds
1.06%
New
124
Increased
228
Reduced
383
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$280M
2
FWI
Facet Wealth Inc
Maryland
+$93.9M
3
UCFA
United Capital Financial Advisors
Texas
+$45.6M
4
AIA
Alera Investment Advisors
Illinois
+$21.2M
5
AWMS
Advocacy Wealth Management Services
Georgia
+$20.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$703M
2
Osaic Holdings
Osaic Holdings
Arizona
-$167M
3
LPL Financial
LPL Financial
California
-$158M
4
BlackRock
BlackRock
New York
-$148M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$98.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
226
Savant Capital
Illinois
$4.22M -$252K -2,597 -6%
SWM
227
Spire Wealth Management
Virginia
$4.16M -$1.45M -15,249 -26%
HG
228
Harbor Group
New Hampshire
$4.14M +$3.12M +32,253 +306%
LA
229
Lane & Associates
New Jersey
$4.11M +$201K +2,076 +5%
PAMG
230
Patton Albertson Miller Group
Tennessee
$4.09M +$6.2K +64 +0.2%
DWT
231
Dorsey & Whitney Trust
South Dakota
$4.09M +$523K +5,400 +15%
SWA
232
SOA Wealth Advisors
New York
$4.05M +$137K +1,410 +3%
MA
233
Mutual Advisors
Nebraska
$4.03M -$191K -1,967 -5%
FFWA
234
Forthright Family Wealth Advisory
Texas
$4.02M +$4.02M +41,542 New
OWMIAS
235
One Wealth Management Investment & Advisory Services
Florida
$4.01M +$4.01M +41,359 New
OFG
236
Omega Financial Group
California
$4M -$82.1K -848 -2%
SVWG
237
Shared Vision Wealth Group
United States
$3.93M +$3.93M +40,589 New
CC
238
Courier Capital
New York
$3.91M +$3.08M +31,757 +367%
NPF
239
Norris Perne & French
Michigan
$3.89M +$77.7K +802 +2%
WAL
240
W Advisors LLC
Tennessee
$3.86M -$531K -5,483 -12%
HPM
241
Hoxton Planning & Management
West Virginia
$3.86M -$530K -5,475 -12%
SWA
242
Stratos Wealth Advisors
Ohio
$3.8M -$670K -6,913 -15%
AF
243
Affiance Financial
Minnesota
$3.8M -$415K -4,285 -10%
SFP
244
Sterling Financial Planning
New Jersey
$3.76M +$135K +1,392 +4%
LNC
245
Lincoln National Corp
Pennsylvania
$3.74M +$826K +8,526 +28%
SWP
246
ShoreHaven Wealth Partners
New Jersey
$3.69M -$324K -3,349 -8%
KFG
247
Kingdom Financial Group
Arizona
$3.61M -$114K -1,180 -3%
SWM
248
SigFig Wealth Management
California
$3.57M -$1.62M -16,725 -31%
CCMG
249
Clark Capital Management Group
Pennsylvania
$3.49M +$513K +5,296 +17%
PWMG
250
Provence Wealth Management Group
California
$3.47M -$870K -8,986 -20%
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