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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 %
KP
376
Keel Point
Alabama
$1.45M +$354K +3,652 +32%
USCWA
377
U.S. Capital Wealth Advisors
Texas
$1.43M +$33.8K +349 +2%
FI
378
FWG Investments
Kentucky
$1.42M +$1.42M +14,651 New
SFA
379
Seneca Financial Advisors
New York
$1.41M +$359K +3,704 +34%
WIA
380
World Investment Advisors
California
$1.4M -$628K -6,487 -31%
CAL
381
Capital Analysts LLC
Pennsylvania
$1.39M -$543K -5,612 -28%
BIG
382
Bush Investment Group
Georgia
$1.39M +$1.39M +14,153 New
MOS
383
MGO One Seven
Ohio
$1.37M +$1.37M +14,140 New
TNBTD
384
Trustmark National Bank Trust Department
Mississippi
$1.36M – – –
Brown Advisory
385
Brown Advisory
Maryland
$1.36M -$241K -2,488 -15%
T
386
TCWP
Ohio
$1.35M +$100K +1,036 +8%
IIC
387
Ironwood Investment Counsel
Arizona
$1.35M +$84.5K +872 +7%
PWM
388
Provident Wealth Management
Tennessee
$1.34M -$61.4K -634 -4%
GWP
389
Gateway Wealth Partners
Wisconsin
$1.32M -$681K -7,036 -34%
PAM
390
Palisade Asset Management
Minnesota
$1.31M – – –
HR
391
Hardy Reed
Mississippi
$1.3M -$228K -2,349 -15%
TPWA
392
TRUE Private Wealth Advisors
Oregon
$1.3M -$669K -6,908 -34%
RFG
393
REAP Financial Group
Texas
$1.28M +$1.28M +13,227 New
PCA
394
Pallas Capital Advisors
Massachusetts
$1.26M -$3.2M -32,993 -72%
WHCI
395
W.H. Cornerstone Investments
Massachusetts
$1.26M -$562K -5,801 -31%
ICP
396
Interchange Capital Partners
Pennsylvania
$1.26M -$652K -6,715 -34%
VFA
397
Valeo Financial Advisors
Indiana
$1.25M +$10.4K +107 +0.8%
T. Rowe Price Associates
398
T. Rowe Price Associates
Maryland
$1.24M – – –
D
399
Diversified
Delaware
$1.23M +$13.4K +138 +1%
LFG
400
Larson Financial Group
Missouri
$1.23M +$74.3K +767 +6%
14 15
16
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