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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 %
KWA
451
Kingswood Wealth Advisors
California
$899K +$899K +9,281 New
QWM
452
Quadcap Wealth Management
Texas
$896K +$896K +9,256 New
CFO
453
Collective Family Office
Pennsylvania
$896K -$358K -3,700 -29%
CAM
454
Cresset Asset Management
Illinois
$893K -$74.3K -767 -8%
JJBC
455
James J. Burns & Company
New York
$886K +$77K +795 +10%
AFG
456
Allegheny Financial Group
Pennsylvania
$880K +$195K +2,018 +29%
SF
457
Synovus Financial
Georgia
$874K +$37K +382 +4%
RDFA
458
Ritter Daniher Financial Advisory
Ohio
$867K -$114K -1,181 -12%
PCIA
459
Prime Capital Investment Advisors
Kansas
$865K +$619K +6,394 +252%
Betterment LLC
460
Betterment LLC
New York
$864K -$157K -1,620 -15%
MWM
461
Mission Wealth Management
California
$858K +$2.23K +23 +0.3%
WCM Investment Management
462
WCM Investment Management
California
$853K +$853K +8,812 New
MWM
463
Meridian Wealth Management
Kentucky
$852K -$733K -7,568 -46%
CIA
464
Concurrent Investment Advisors
Florida
$851K +$851K +8,782 New
WAP
465
Wealthcare Advisory Partners
Pennsylvania
$835K +$9.39K +97 +1%
KWM
466
Kingsview Wealth Management
Oregon
$833K -$49.3K -509 -6%
SWP
467
Stratos Wealth Partners
Ohio
$831K +$17.3K +179 +2%
CFG
468
Cooper Financial Group
California
$827K -$813K -8,390 -50%
AFM
469
Armstrong Fleming & Moore
District of Columbia
$811K -$60K -619 -7%
BWA
470
BCU Wealth Advisors
Illinois
$801K +$801K +8,275 New
LGG
471
Luts & Greenleigh Group
Maryland
$798K +$7.36K +76 +0.9%
EK
472
Evensky & Katz
Florida
$793K +$3.68K +38 +0.5%
SFG
473
Sovereign Financial Group
Connecticut
$791K -$613K -6,330 -44%
WWM
474
Western Wealth Management
Colorado
$787K +$102K +1,049 +15%
IC
475
IEQ Capital
California
$781K -$1.43M -14,788 -65%
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