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iShares MSCI EAFE Growth ETF
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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 %
SFA
401
Sequoia Financial Advisors
Ohio
$1.22M +$574K +5,924 +89%
PWA
402
Pillar Wealth Advisors
Pennsylvania
$1.22M -$124K -1,282 -9%
CF
403
Centaurus Financial
California
$1.22M -$18.9K -195 -2%
UAS
404
United Asset Strategies
New York
$1.2M +$12.9K +133 +1%
CRI
405
Commonwealth Retirement Investments
Virginia
$1.18M -$610K -6,297 -34%
ANTB
406
AMG National Trust Bank
Colorado
$1.17M +$129K +1,335 +12%
EWM
407
Evercore Wealth Management
New York
$1.16M -$17.9K -185 -2%
CFG
408
Clayton Financial Group
Missouri
$1.15M +$1.15M +11,911 New
CI
409
Conning Inc
Connecticut
$1.14M +$475K +4,901 +72%
MIA
410
Milestone Investment Advisors
Wisconsin
$1.13M – – –
GIA
411
GHP Investment Advisors
Colorado
$1.13M -$111K -1,142 -9%
AWM
412
Aspire Wealth Management
Massachusetts
$1.13M +$6.2K +64 +0.6%
RJT
413
Raymond James Trust
Florida
$1.13M -$87.3K -901 -7%
AF
414
Allworth Financial
California
$1.13M -$1.87M -19,329 -62%
PA
415
Pinnacle Associates
New York
$1.12M – – –
VNA
416
Valley National Advisers
Pennsylvania
$1.12M +$903K +9,338 +414%
FFA
417
First Foundation Advisors
California
$1.12M +$201K +2,071 +22%
Rockefeller Capital Management
418
Rockefeller Capital Management
New York
$1.12M +$26.9K +278 +2%
WEG
419
World Equity Group
Illinois
$1.11M -$333K -3,436 -23%
FA
420
FDx Advisors
Illinois
$1.1M -$599K -6,180 -35%
TPWA
421
Twin Peaks Wealth Advisors
California
$1.1M +$1.1M +11,313 New
MCM
422
Mendel Capital Management
Arkansas
$1.08M +$58.1K +600 +6%
IFWM
423
Institute for Wealth Management
Colorado
$1.07M +$116K +1,194 +12%
SAI
424
Savvy Advisors Inc
New York
$1.07M +$1.07M +11,072 New
O3W
425
Omni 360 Wealth
New Jersey
$1.06M +$1.06M +10,979 New
15 16
17
18 19