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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 %
GWMIA
426
Global Wealth Management Investment Advisory
Florida
$1.06M -$140K -1,450 -12%
AWMNH
427
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.06M -$136K -1,405 -11%
ICG
428
InterOcean Capital Group
Tennessee
$1.05M +$65K +671 +7%
BW
429
BIP Wealth
Georgia
$1.04M -$97.6K -1,008 -9%
AA
430
Ancora Advisors
Ohio
$1.04M -$384K -3,967 -27%
1IA
431
1834 Investment Advisors
Wisconsin
$1.03M – – –
TWP
432
Tempus Wealth Planning
California
$1.03M +$182K +1,880 +22%
WT
433
Washington Trust
Rhode Island
$1.03M -$176K -1,819 -15%
LIA
434
LifePlan Investment Advisors
North Carolina
$1.01M -$46.1K -476 -4%
PCA
435
Prosperity Capital Advisors
Ohio
$999K -$478K -4,931 -32%
BTWM
436
Baker Tilly Wealth Management
Wisconsin
$994K -$219K -2,262 -18%
MIM
437
Macroview Investment Management
Maryland
$989K -$13.1K -135 -1%
AWM
438
Aprio Wealth Management
Georgia
$978K +$143K +1,472 +17%
TC
439
Telemus Capital
Michigan
$970K +$209K +2,160 +27%
CW
440
Cook Wealth
North Carolina
$965K +$190K +1,981 +25%
OC
441
Oppenheimer & Co
New York
$960K -$73.4K -758 -7%
VPP
442
Vertex Planning Partners
Illinois
$959K -$475K -4,908 -33%
APP
443
Avantax Planning Partners
Iowa
$956K – – –
SCM
444
SCS Capital Management
Massachusetts
$952K +$3.29K +34 +0.3%
CCG
445
Cypress Capital Group
Florida
$945K -$4.36K -45 -0.5%
CPA
446
Cardiff Park Advisors
California
$937K +$4.55K +47 +0.5%
PTC
447
Private Trust Company
Ohio
$927K -$22.2K -229 -2%
FAIM
448
Financial Advocates Investment Management
Washington
$922K +$750K +16,268 +438%
MA
449
MONECO Advisors
Connecticut
$914K +$361K +3,726 +65%
NL
450
NWAM LLC
Washington
$905K -$409K -4,218 -31%
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