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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 %
CC
451
Courier Capital
New York
$747K +$336K +3,898 +82%
SF
452
Synovus Financial
Georgia
$746K -$95.6K -1,108 -11%
AWM
453
Aprio Wealth Management
Georgia
$745K +$471K +5,458 +172%
WAM
454
Weinberger Asset Management
California
$740K -$71.3K -826 -9%
WAP
455
Wealthcare Advisory Partners
Pennsylvania
$736K -$518 -6 -0.1%
SWP
456
Stratos Wealth Partners
Ohio
$725K -$146K -1,693 -17%
SAG
457
SageView Advisory Group
California
$722K +$59.5K +689 +9%
JJBC
458
James J. Burns & Company
New York
$721K -$410K -4,755 -36%
GP
459
Girard Partners
Pennsylvania
$716K -$57.3K -664 -7%
FCFC
460
First Citizens Financial Corp
Iowa
$714K -$2.93K -34 -0.4%
LGG
461
Luts & Greenleigh Group
Maryland
$704K +$1.04K +12 +0.1%
EK
462
Evensky & Katz
Florida
$704K -$7.25K -84 -1%
SG
463
StoneX Group
New York
$701K -$3.97K -46 -0.6%
BHPW
464
Beverly Hills Private Wealth
California
$693K -$809K -9,376 -54%
MIA
465
MainStreet Investment Advisors
Illinois
$690K +$25.8K +299 +4%
MWP
466
MYCIO Wealth Partners
Pennsylvania
$688K
TC
467
Telemus Capital
Michigan
$678K -$12.7K -147 -2%
CW
468
Cook Wealth
North Carolina
$666K +$88K +1,064 +15%
CPIG
469
Chicago Partners Investment Group
Illinois
$665K -$102K -1,225 -13%
MPWT
470
MassMutual Private Wealth & Trust
Connecticut
$662K +$12.1K +140 +2%
PFWA
471
Paces Ferry Wealth Advisors
Georgia
$660K
MHB
472
Midwest Heritage Bank
Iowa
$660K +$212K +2,458 +47%
AWM
473
Alterna Wealth Management
Texas
$656K -$167K -1,940 -20%
OFG
474
Oxford Financial Group
Indiana
$641K -$3.37K -39 -0.5%
NW
475
NewEdge Wealth
Pennsylvania
$639K +$103K +1,199 +19%