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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 %
BBNA
301
Bremer Bank National Association
Minnesota
$2.47M – – –
WWP
302
WR Wealth Planners
Missouri
$2.47M -$431K -4,452 -15%
EFG
303
Embree Financial Group
Illinois
$2.43M +$2.43M +25,134 New
BFG
304
Berger Financial Group
Minnesota
$2.43M +$261K +2,699 +12%
AssetMark Inc
305
AssetMark Inc
California
$2.43M -$1.15M -11,892 -32%
FRA
306
FFG Retirement Advisors
Colorado
$2.42M -$1.39M -14,369 -36%
CW
307
Channel Wealth
California
$2.42M +$615K +6,354 +34%
AWM
308
Apollon Wealth Management
South Carolina
$2.41M +$499K +5,148 +26%
PA
309
PFG Advisors
Arizona
$2.38M -$418K -4,321 -15%
CWM
310
Centurion Wealth Management
Virginia
$2.37M -$1.07M -11,001 -31%
BW
311
Bison Wealth
Georgia
$2.37M +$379K +3,913 +19%
TPCW
312
TD Private Client Wealth
New York
$2.36M +$670K +6,923 +40%
BOSSRA
313
B.O.S.S. Retirement Advisors
Utah
$2.31M +$53.7K +554 +2%
SAW
314
Signal Advisors Wealth
Michigan
$2.3M +$2.3M +23,792 New
SFS
315
Sowell Financial Services
Arkansas
$2.3M -$948K -9,795 -29%
Cerity Partners
316
Cerity Partners
New York
$2.3M +$380K +3,920 +20%
FFA
317
Fragasso Financial Advisors
Pennsylvania
$2.28M +$757K +7,820 +50%
IFS
318
Ifrah Financial Services
Arkansas
$2.27M +$63K +650 +3%
TCA
319
Transcend Capital Advisors
New Jersey
$2.27M -$623K -6,434 -22%
LF
320
Lantz Financial
Illinois
$2.26M -$806K -8,327 -26%
DL
321
DOHJ LLC
Washington
$2.24M +$2.24M +23,129 New
MWM
322
Maripau Wealth Management
Indiana
$2.23M -$1.05M -10,835 -32%
NS
323
NBC Securities
Alabama
$2.2M +$174K +1,801 +9%
FCFC
324
First Commonwealth Financial Corp
Pennsylvania
$2.14M +$781K +8,064 +57%
DWM
325
Dakota Wealth Management
Florida
$2.11M +$2.11M +21,785 New
11 12
13
14 15