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iShares MSCI EAFE Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
JWS
326
Juncture Wealth Strategies
Arizona
$2.11M +$319K +3,292 +18%
GRP
327
Global Retirement Partners
California
$2.09M -$441K -4,657 -17%
GVAG
328
Great Valley Advisor Group
Delaware
$2.09M -$358K -3,694 -15%
AWA
329
Arete Wealth Advisors
Illinois
$2.09M +$1.08M +11,129 +107%
AG
330
Ascent Group
Virginia
$2.06M +$110K +1,116 +6%
BBWP
331
Beacon Bridge Wealth Partners
Pennsylvania
$2.04M +$215K +2,216 +12%
BWM
332
Baystate Wealth Management
Massachusetts
$2M -$1.18M -12,217 -37%
HSBC Holdings
333
HSBC Holdings
United Kingdom
$1.98M -$105K -1,085 -5%
EFG
334
Ehrlich Financial Group
California
$1.97M +$1.97M +20,367 New
RFP
335
RCS Financial Planning
Maryland
$1.97M -$260K -2,682 -12%
GCA
336
Greenwood Capital Associates
South Carolina
$1.96M +$1.96M +20,248 New
SWA
337
Strata Wealth Advisors
Texas
$1.95M -$8.09M -83,572 -81%
NC
338
Napatree Capital
Rhode Island
$1.94M +$1.94M +20,056 New
VWA
339
Visionary Wealth Advisors
Illinois
$1.91M +$868K +8,966 +84%
VCP
340
Verus Capital Partners
Arizona
$1.89M +$562K +5,799 +42%
CFS
341
Cannon Financial Strategists
Georgia
$1.88M +$62.9K +649 +3%
EWA
342
EP Wealth Advisors
California
$1.87M +$305K +3,145 +20%
AIA
343
Alternative Investment Advisors
Florida
$1.86M +$563K +5,809 +43%
WWA
344
WCG Wealth Advisors
Nevada
$1.84M -$857K -8,847 -32%
FT
345
Fiduciary Trust
Massachusetts
$1.82M -$115K -1,185 -6%
BFEC
346
Benjamin F. Edwards & Company
Missouri
$1.81M -$176K -1,814 -9%
VCA
347
Verdence Capital Advisors
Maryland
$1.79M +$739K +7,633 +70%
SFC
348
Strategic Financial Concepts
Texas
$1.76M -$486K -5,021 -22%
SOS
349
Silver Oak Securities
Tennessee
$1.76M +$1.65K +17 +0.1%
PAG
350
Paladin Advisory Group
Iowa
$1.75M -$183K -1,889 -9%