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iShares MSCI EAFE Growth ETF

866 hedge funds and large institutions have $13.8B invested in iShares MSCI EAFE Growth ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 445 increasing their positions, 219 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
+19
Holders Change %
+2.24%
% of All Funds
12.6%
Holding in Top 10
80
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+19.4%
% of All Funds
1.16%
New
87
Increased
445
Reduced
219
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIS
226
Morningstar Investment Services
Illinois
$5.1M +$2.53M +24,680 +99%
VA
227
Valmark Advisers
Ohio
$5.09M +$691K +6,755 +16%
CFS
228
Commonwealth Financial Services
West Virginia
$5.04M +$2.1M +20,203 +71%
W
229
Wealthquest
Ohio
$5.03M +$288K +2,814 +6%
FWP
230
Firethorn Wealth Partners
Georgia
$5.01M +$1.33M +13,045 +36%
MWM
231
MorganRosel Wealth Management
Colorado
$4.92M +$69.1K +675 +1%
ECG
232
Edge Capital Group
Georgia
$4.91M +$46.6K +456 +1%
WFPG
233
Waller Financial Planning Group
Ohio
$4.85M -$129K -1,263 -3%
TWM
234
Tradition Wealth Management
Minnesota
$4.82M +$1.91M +18,715 +66%
FFWA
235
Forthright Family Wealth Advisory
Texas
$4.81M +$348K +3,402 +8%
CFO
236
Callan Family Office
Pennsylvania
$4.8M -$32.7K -320 -0.7%
LWM
237
Liberty Wealth Management
California
$4.78M +$3.96M +173,455 +483%
JSW
238
Journey Strategic Wealth
New Jersey
$4.75M +$805K +7,872 +20%
BSW
239
Buckingham Strategic Wealth
Missouri
$4.73M -$21.5K -210 -0.5%
PWPS
240
Pinnacle Wealth Planning Services
Ohio
$4.72M +$145K +1,416 +3%
RWP
241
Revolve Wealth Partners
New Jersey
$4.65M -$101K -991 -2%
CCM
242
Condor Capital Management
New Jersey
$4.62M -$119K -1,165 -3%
AAS
243
Ameritas Advisory Services
Nebraska
$4.6M -$363K -3,551 -7%
GCA
244
Greenwood Capital Associates
South Carolina
$4.57M -$212K -2,074 -4%
DAS
245
Diversify Advisory Services
Utah
$4.52M +$1.35M +13,039 +43%
SFS
246
Security Financial Services
Indiana
$4.5M +$1.84M +18,005 +69%
RCAG
247
Rehmann Capital Advisory Group
Michigan
$4.43M -$484K -4,729 -10%
CFA
248
Cahill Financial Advisors
Minnesota
$4.4M -$6.91M -67,595 -61%
Legacy Financial Group (Iowa)
249
Legacy Financial Group (Iowa)
Iowa
$4.34M +$184K +1,796 +4%
WPIC
250
White Pine Investment Company
Michigan
$4.32M +$4.32M +42,240 New