EFG icon

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 %
OCM
276
One Capital Management
California
$2.51M -$3.45M -39,969 -58%
BCG
277
Breakwater Capital Group
New Jersey
$2.5M +$726K +8,548 +41%
PA
278
PFG Advisors
Arizona
$2.49M -$66.5K -771 -3%
DI
279
Disciplined Investments
Oklahoma
$2.47M +$28.4K +329 +1%
BWM
280
BlackDiamond Wealth Management
New York
$2.46M -$947K -11,323 -28%
HA
281
Hofer & Associates
California
$2.41M +$23.8K +276 +1%
WWA
282
WCG Wealth Advisors
Nevada
$2.41M +$187K +2,172 +8%
FGAM
283
Financial Gravity Asset Management
Texas
$2.4M +$2.18M +260,607 +1,012%
DWMS
284
Dominguez Wealth Management Solutions
Virginia
$2.37M +$17K +197 +0.7%
SFG
285
StrategIQ Financial Group
Indiana
$2.36M -$18.9K -219 -0.8%
CIC
286
Carnegie Investment Counsel
Ohio
$2.33M +$4.49K +52 +0.2%
NA
287
Navellier & Associates
Nevada
$2.3M +$2.3M +26,633 New
GRP
288
Global Retirement Partners
California
$2.27M -$320K -3,769 -12%
DI
289
DFPG Investments
Utah
$2.25M -$741K -8,453 -25%
AFG
290
Atomi Financial Group
New York
$2.24M +$1M +11,644 +81%
JWCA
291
J.W. Cole Advisors
Florida
$2.24M +$87.7K +1,016 +4%
GWM
292
Geneos Wealth Management
Colorado
$2.22M +$118K +1,362 +6%
BBNA
293
Bremer Bank National Association
Minnesota
$2.2M – – –
APWM
294
Atlas Private Wealth Management
New York
$2.19M +$65.1K +754 +3%
GVAG
295
Great Valley Advisor Group
Delaware
$2.18M -$159K -1,839 -7%
CFS
296
Commonwealth Financial Services
West Virginia
$2.18M +$2.18M +25,208 New
VWM
297
Venturi Wealth Management
Texas
$2.16M -$4.07M -47,167 -65%
KWS
298
Keystone Wealth Services
California
$2.13M -$494K -5,728 -19%
PG
299
Patten Group
Tennessee
$2.04M +$28.9K +335 +1%
IA
300
IFG Advisory
Georgia
$2.02M +$110K +1,270 +6%
10 11
12
13 14