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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 %
DADC
276
D.A. Davidson & Co
Montana
$2.81M -$29.8K -308 -1%
HI
277
Harbour Investments
Wisconsin
$2.81M -$1.56M -16,107 -36%
TVM
278
True Vision MN
Minnesota
$2.81M +$2.81M +28,992 New
CAG
279
Csenge Advisory Group
Florida
$2.78M -$1.17M -12,106 -30%
FWMM
280
Foundation Wealth Management (Missouri)
Missouri
$2.76M -$264K -2,727 -9%
OCM
281
One Capital Management
California
$2.76M -$59.9K -618 -2%
CFS
282
Commonwealth Financial Services
West Virginia
$2.75M +$306K +3,157 +13%
HA
283
Hofer & Associates
California
$2.71M +$6.01K +62 +0.2%
SFS
284
Security Financial Services
Indiana
$2.7M -$1.42M -14,620 -34%
PFWA
285
Paces Ferry Wealth Advisors
Georgia
$2.7M +$1.96M +20,237 +264%
SYBT
286
Stock Yards Bank & Trust
Kentucky
$2.7M +$2.46M +25,380 +1,013%
DWMS
287
Dominguez Wealth Management Solutions
Virginia
$2.69M +$33.5K +346 +1%
TWM
288
Tradition Wealth Management
Minnesota
$2.69M -$1.25M -12,863 -32%
AF
289
Advisornet Financial
Minnesota
$2.63M -$1.27M -13,143 -33%
APWM
290
Atlas Private Wealth Management
New York
$2.63M +$167K +1,723 +7%
DI
291
DFPG Investments
Utah
$2.62M +$205K +2,178 +8%
Squarepoint
292
Squarepoint
New York
$2.61M -$872K -9,004 -25%
JWCA
293
J.W. Cole Advisors
Florida
$2.6M +$91.6K +946 +4%
NA
294
Navellier & Associates
Nevada
$2.58M – – –
MWS
295
Maxwell Wealth Strategies
California
$2.58M +$2.58M +26,628 New
SFG
296
StrategIQ Financial Group
Indiana
$2.56M -$92.1K -951 -3%
GWM
297
Geneos Wealth Management
Colorado
$2.54M +$40.3K +416 +2%
AWE
298
Avidian Wealth Enterprises
Texas
$2.52M -$5.96M -61,560 -70%
PG
299
Patten Group
Tennessee
$2.49M +$203K +2,096 +9%
CIC
300
Carnegie Investment Counsel
Ohio
$2.49M -$124K -1,278 -5%
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