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iShares MSCI EAFE Growth ETF

784 hedge funds and large institutions have $10.3B invested in iShares MSCI EAFE Growth ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 239 increasing their positions, 358 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
-17
Holders Change %
-2.12%
% of All Funds
12.5%
Holding in Top 10
74
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.94%
% of All Funds
1.18%
New
61
Increased
239
Reduced
358
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APP
426
Avantax Planning Partners
Iowa
$852K
CCG
427
Cypress Capital Group
Florida
$846K
PTC
428
Private Trust Company
Ohio
$846K -$59.5K -690 -7%
SCM
429
SCS Capital Management
Massachusetts
$846K +$104K +1,203 +14%
CPA
430
Cardiff Park Advisors
California
$831K +$75.4K +874 +10%
TF
431
Theory Financial
Colorado
$830K +$830K +9,621 New
CWA
432
Clearview Wealth Advisors
Oregon
$827K -$170K -1,968 -17%
FFA
433
First Foundation Advisors
California
$819K +$57.1K +662 +7%
CPG
434
Cornerstone Planning Group
New Jersey
$810K -$161K -1,867 -17%
BFA
435
Beacon Financial Advisory
Ohio
$808K +$71.3K +826 +10%
OLVIG
436
Oliver Lagore Vanvalin Investment Group
Michigan
$808K -$790K -9,157 -49%
APC
437
Aspire Private Capital
North Carolina
$806K -$199K -2,307 -20%
HKIMG
438
Hutchens & Kramer Investment Management Group
Indiana
$806K -$12.2K -143 -1%
T
439
TRUADVICE
Florida
$800K -$1.27M -14,486 -61%
KWM
440
Kingsview Wealth Management
Oregon
$787K +$44.7K +518 +6%
AFM
441
Armstrong Fleming & Moore
District of Columbia
$776K
Citadel Advisors
442
Citadel Advisors
Florida
$772K +$513K +5,949 +199%
ACM
443
Absolute Capital Management
Pennsylvania
$770K -$205K -2,371 -21%
CIA
444
Choate Investment Advisors
Massachusetts
$769K
SDWMA
445
Schneider Downs Wealth Management Advisors
Pennsylvania
$768K -$67.4K -781 -8%
PFGIA
446
Patriot Financial Group Insurance Agency
Massachusetts
$763K -$456K -5,288 -37%
MWM
447
Mission Wealth Management
California
$763K -$1.81K -21 -0.2%
HL
448
Harding Loevner
New Jersey
$762K +$762K +8,824 New
TWP
449
Tempus Wealth Planning
California
$753K -$12.9K -149 -2%
WANY
450
Wealthspire Advisors (New York)
New York
$749K +$11.7K +136 +2%