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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 %
IA
351
IFG Advisory
Georgia
$1.75M -$516K -5,328 -23%
ATI
352
ARK & TLK Investments
Oklahoma
$1.75M +$1.75M +18,039 New
TCWA
353
Turtle Creek Wealth Advisors
Texas
$1.74M +$1.74M +18,016 New
CC
354
Copperleaf Capital
North Carolina
$1.73M -$1.1M -11,366 -39%
MBTD
355
Mechanics Bank - Trust Department
California
$1.73M +$246K +2,538 +17%
PS
356
Principal Securities
Iowa
$1.7M +$1.7M +17,549 New
ELI
357
Empire Life Investments
Ontario, Canada
$1.68M +$1.68M +17,336 New
MG
358
Mather Group
Illinois
$1.67M +$665K +6,871 +66%
WP
359
WealthPLAN Partners
Nebraska
$1.67M -$172K -1,775 -9%
FMTC
360
Farmers & Merchants Trust Company
California
$1.67M – – –
WA
361
Wambolt & Associates
Colorado
$1.65M +$350K +3,615 +27%
WA
362
Waverly Advisors
Alabama
$1.64M +$66.4K +686 +4%
SCM
363
SOL Capital Management
Maryland
$1.63M +$29.1K +300 +2%
RIM
364
Redwood Investment Management
Arizona
$1.59M +$249K +2,575 +19%
BWA
365
Beam Wealth Advisors
Louisiana
$1.55M +$103K +1,063 +7%
TWP
366
Total Wealth Planning
Ohio
$1.54M -$32.4K -335 -2%
PCG
367
Prosperity Consulting Group
Maryland
$1.53M +$1.05M +10,878 +221%
WTB
368
Washington Trust Bank
Washington
$1.51M +$1.11M +11,462 +275%
CAM
369
Concorde Asset Management
Michigan
$1.51M -$439K -4,558 -23%
EP
370
Eudaimonia Partners
Tennessee
$1.49M +$238K +2,460 +19%
FCI
371
Financial Counselors Inc
Kansas
$1.48M -$2.42K -25 -0.2%
QPWM
372
Quadrant Private Wealth Management
Pennsylvania
$1.48M -$448K -4,624 -23%
ACM
373
Advisors Capital Management
New Jersey
$1.47M +$202K +2,082 +16%
VWM
374
Venturi Wealth Management
Texas
$1.47M -$954K -9,845 -39%
BG
375
Benedetti & Gucer
Georgia
$1.45M +$160K +1,651 +12%
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