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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 %
SA
251
Scarborough Advisors
Maryland
$3.45M -$2.46M -25,405 -42%
JSW
252
Journey Strategic Wealth
New Jersey
$3.4M +$207K +2,138 +6%
BWL
253
Bogart Wealth LLC
Virginia
$3.34M – – –
SPAS
254
Spectrum Planning & Advisory Services
California
$3.33M -$1.66M -17,131 -33%
KIG
255
Kowal Investment Group
Wisconsin
$3.29M +$2.98M +30,805 +972%
PFBT
256
Parkside Financial Bank & Trust
Missouri
$3.28M +$262K +2,707 +9%
FWP
257
Firethorn Wealth Partners
Georgia
$3.28M -$1.71M -17,633 -34%
MLA
258
My Legacy Advisors
Oregon
$3.26M +$30.5K +319 +0.9%
CAM
259
Crestone Asset Management
Colorado
$3.21M -$449K -4,636 -12%
VW
260
Vance Wealth
California
$3.2M +$48.6K +502 +2%
CA
261
CoreCap Advisors
Michigan
$3.19M -$38.2K -394 -1%
HNB
262
Huntington National Bank
Ohio
$3.18M -$2.93M – –
LSA
263
Lansing Street Advisors
Pennsylvania
$3.18M +$3.18M +32,873 New
AFG
264
Atomi Financial Group
New York
$3.18M +$666K +6,875 +27%
AFTS
265
American Financial & Tax Strategies
New York
$3.09M +$3.09M +31,868 New
KV
266
Kickstand Ventures
New York
$3.08M -$929K -9,594 -23%
MFA
267
Mayflower Financial Advisors
Massachusetts
$3.07M -$521K -5,382 -15%
BCG
268
Breakwater Capital Group
New Jersey
$3.02M +$208K +2,181 +7%
BWM
269
BlackDiamond Wealth Management
New York
$2.99M +$123K +1,262 +4%
AIA
270
Angeles Investment Advisors
California
$2.95M +$2.95M +30,500 New
MSWMA
271
Market Street Wealth Management Advisors
Indiana
$2.9M -$14.4M -148,242 -83%
MIS
272
Morningstar Investment Services
Illinois
$2.86M +$1.79M +18,477 +166%
FGAM
273
Financial Gravity Asset Management
Texas
$2.85M +$45.7K +4,660 +2%
MWM
274
Mosley Wealth Management
California
$2.84M +$2.84M +29,319 New
DI
275
Disciplined Investments
Oklahoma
$2.83M +$57.5K +594 +2%
9 10
11
12 13