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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 %
CF
376
Centaurus Financial
California
$1.23M -$827K -8,665 -40%
RJT
377
Raymond James Trust
Florida
$1.21M +$182K +1,911 +18%
BG
378
Benedetti & Gucer
Georgia
$1.2M +$35.7K +373 +3%
AWMNH
379
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.19M -$5.49M -57,580 -82%
VFA
380
Valeo Financial Advisors
Indiana
$1.19M +$8.3K +87 +0.7%
IWM
381
IHT Wealth Management
Illinois
$1.18M +$142K +1,487 +14%
WT
382
Washington Trust
Rhode Island
$1.18M -$56.9K -596 -5%
TLFA
383
True Link Financial Advisors
California
$1.17M – – –
D
384
Diversified
Delaware
$1.16M +$426K +4,461 +58%
EWM
385
Evercore Wealth Management
New York
$1.16M -$165K -1,725 -12%
LFG
386
Larson Financial Group
Missouri
$1.15M -$10.4K -109 -0.9%
SI
387
Saxon Interests
Texas
$1.15M +$1.15M +12,065 New
CCWA
388
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.15M -$39.4K -413 -3%
PI
389
PineBridge Investments
New York
$1.15M +$1.15M +12,031 New
FCA
390
FLC Capital Advisors
California
$1.14M -$759K -7,950 -40%
CFO
391
Collective Family Office
Pennsylvania
$1.13M +$263K +2,760 +30%
APC
392
Aspire Private Capital
North Carolina
$1.11M +$25.3K +265 +2%
CW
393
Channel Wealth
California
$1.11M +$461K +4,833 +71%
CAG
394
Curtis Advisory Group
California
$1.11M +$420K +4,402 +61%
RF
395
RHS Financial
California
$1.1M +$68.9K +722 +7%
CWA
396
Clearview Wealth Advisors
Oregon
$1.1M -$49.6K -520 -4%
UAS
397
United Asset Strategies
New York
$1.1M +$460K +4,821 +72%
BW
398
BIP Wealth
Georgia
$1.09M -$248K -2,597 -18%
ACM
399
Advisors Capital Management
New Jersey
$1.09M -$20.3K -213 -2%
RDFA
400
Ritter Daniher Financial Advisory
Ohio
$1.09M +$120K +1,260 +12%
14 15
16
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