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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

801 hedge funds and large institutions have $12.8B invested in iShares MSCI EAFE Growth ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 380 increasing their positions, 214 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+48
Holders Change %
+6.37%
% of All Funds
12.63%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.34%
New
93
Increased
380
Reduced
214
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$73.5M
3
AssetMark Inc
AssetMark Inc
California
+$67.1M
4
Morgan Stanley
Morgan Stanley
New York
+$57.5M
5
MML Investors Services
MML Investors Services
Massachusetts
+$39.2M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$35.4M
2
OMC
Old Mission Capital
Illinois
-$34.6M
3
PWM
PRW Wealth Management
Massachusetts
-$11M
4
M1FG
Mach-1 Financial Group
Arkansas
-$9.65M
5
PA
Paragon Advisors
Texas
-$7.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
301
Concorde Asset Management
Michigan
$2.18M +$64K +671 +3%
BFEC
302
Benjamin F. Edwards & Company
Missouri
$2.18M +$134K +1,401 +7%
IC
303
IEQ Capital
California
$2.18M +$21K +220 +1%
BFG
304
Berger Financial Group
Minnesota
$2.16M +$130K +1,361 +6%
BFA
305
BMS Financial Advisors
South Dakota
$2.16M -$1.95M -20,400 -47%
SPC
306
Sigma Planning Corp
Michigan
$2.14M +$285K +2,990 +15%
HSBC Holdings
307
HSBC Holdings
United Kingdom
$2.12M -$12K -126 -0.6%
IFS
308
Ifrah Financial Services
Arkansas
$2.11M +$12.7K +133 +0.6%
IA
309
IFG Advisory
Georgia
$2.11M +$334K +3,503 +19%
Cerity Partners
310
Cerity Partners
New York
$2.1M -$286K -2,995 -12%
QPWM
311
Quadrant Private Wealth Management
Pennsylvania
$2.09M +$331K +3,469 +19%
RFP
312
RCS Financial Planning
Maryland
$2.09M +$338K +3,546 +19%
CRI
313
Commonwealth Retirement Investments
Virginia
$2.08M +$3.05K +32 +0.1%
WHCI
314
W.H. Cornerstone Investments
Massachusetts
$2.06M +$428K +4,490 +26%
CFG
315
Cooper Financial Group
California
$2.01M +$136K +1,424 +7%
AWM
316
Apollon Wealth Management
South Carolina
$2M -$1.17M -12,229 -37%
BCG
317
Breakwater Capital Group
New Jersey
$1.99M +$215K +2,253 +12%
UCFA
318
United Capital Financial Advisors
Texas
$1.97M -$483K -5,067 -20%
NP
319
NorthRock Partners
Minnesota
$1.97M -$8.78K -92 -0.4%
SFC
320
Strategic Financial Concepts
Texas
$1.95M +$119K +1,244 +6%
VAS
321
Vestmark Advisory Solutions
Massachusetts
$1.94M +$159K +1,667 +9%
BWA
322
Beam Wealth Advisors
Louisiana
$1.92M +$1.92M +20,093 New
BOSSRA
323
B.O.S.S. Retirement Advisors
Utah
$1.91M +$119K +1,245 +7%
RCM
324
Raleigh Capital Management
North Carolina
$1.91M -$54.2K -568 -3%
PAG
325
Paladin Advisory Group
Iowa
$1.91M +$10.2K +107 +0.5%
11 12
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