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iShares MSCI EAFE Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
251
Sterling Financial Planning
New Jersey
$3.23M +$99.4K +1,152 +3%
MFA
252
Mayflower Financial Advisors
Massachusetts
$3.2M -$3.42M -39,668 -52%
AssetMark Inc
253
AssetMark Inc
California
$3.19M -$59.5M -689,063 -95%
DWT
254
Dorsey & Whitney Trust
South Dakota
$3.18M
Squarepoint
255
Squarepoint
New York
$3.11M +$3.11M +36,002 New
CWM
256
Centurion Wealth Management
Virginia
$3.06M -$780K -9,039 -20%
BWL
257
Bogart Wealth LLC
Virginia
$2.97M
HNB
258
Huntington National Bank
Ohio
$2.93M -$3.15M
MWM
259
Maripau Wealth Management
Indiana
$2.93M -$429K -4,972 -13%
SFS
260
Sowell Financial Services
Arkansas
$2.9M +$273K +3,158 +10%
CA
261
CoreCap Advisors
Michigan
$2.88M +$98.1K +1,137 +4%
JSW
262
Journey Strategic Wealth
New Jersey
$2.84M -$127K -1,474 -4%
BWM
263
Baystate Wealth Management
Massachusetts
$2.84M -$339K -3,931 -11%
MLA
264
My Legacy Advisors
Oregon
$2.83M -$1.26M -14,961 -31%
VW
265
Vance Wealth
California
$2.81M +$59.8K +693 +2%
LF
266
Lantz Financial
Illinois
$2.73M -$409K -4,739 -13%
FWMM
267
Foundation Wealth Management (Missouri)
Missouri
$2.7M +$219K +2,539 +9%
PFBT
268
Parkside Financial Bank & Trust
Missouri
$2.69M -$109K -1,266 -4%
AF
269
Allworth Financial
California
$2.67M -$4.4M -50,954 -62%
CCMG
270
Clark Capital Management Group
Pennsylvania
$2.66M -$6.4M -74,123 -71%
LNC
271
Lincoln National Corp
Pennsylvania
$2.6M +$178K +2,060 +7%
WWP
272
WR Wealth Planners
Missouri
$2.58M -$431K -4,993 -14%
TCA
273
Transcend Capital Advisors
New Jersey
$2.58M -$520K -6,020 -17%
DADC
274
D.A. Davidson & Co
Montana
$2.53M -$8.63K -100 -0.3%
CC
275
Copperleaf Capital
North Carolina
$2.52M -$640K -7,414 -20%