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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

801 hedge funds and large institutions have $12.8B invested in iShares MSCI EAFE Growth ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 380 increasing their positions, 214 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+48
Holders Change %
+6.37%
% of All Funds
12.63%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.34%
New
93
Increased
380
Reduced
214
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.13B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$690M
3
AssetMark Inc
AssetMark Inc
California
$69.3M
4
Morgan Stanley
Morgan Stanley
New York
$533M
5
MML Investors Services
MML Investors Services
Massachusetts
$194M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$11.5M
2
OMC
Old Mission Capital
Illinois
$2.7M
3
PWM
PRW Wealth Management
Massachusetts
$0
4
M1FG
Mach-1 Financial Group
Arkansas
$0
5
PA
Paragon Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$66.8M +$9.65M +101,172 +17%
OIA
27
OneDigital Investment Advisors
Kansas
$65.5M +$5.89M +61,771 +10%
WP
28
WealthSource Partners
California
$62.1M -$913K -9,570 -1%
BPA
29
Beacon Pointe Advisors
California
$55.7M +$3.79M +39,686 +7%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$53.6M +$853K +8,945 +2%
NA
31
NewEdge Advisors
Louisiana
$49.1M +$3.61M +37,854 +8%
FIA
32
Foundations Investment Advisors
Arizona
$45.8M +$12.9M +135,420 +39%
Stifel Financial
33
Stifel Financial
Missouri
$44.3M +$1.39M +14,548 +3%
CAN
34
Cetera Advisor Networks
California
$40.2M +$1.57M +16,425 +4%
Truist Financial
35
Truist Financial
North Carolina
$40.1M +$887K +9,295 +2%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$40.1M -$4.34M -45,519 -10%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$39.7M -$368K -3,857 -0.9%
MC
38
McMorgan & Co
California
$38.5M +$7.18M +75,248 +23%
CW
39
CreativeOne Wealth
Kansas
$38.3M +$1.9M +19,880 +5%
FSWA
40
Financial Synergies Wealth Advisors
Texas
$37.5M +$864K +9,060 +2%
AWS
41
Atria Wealth Solutions
New York
$37.3M +$565K +5,923 +2%
APW
42
Austin Private Wealth
Texas
$37.3M +$3.16M +33,107 +9%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$35.7M -$30.4K -319 -0.1%
FWP
44
FAS Wealth Partners
Kansas
$35.2M +$1.51M +15,873 +4%
BAAM
45
Baker Avenue Asset Management
California
$34.9M +$193K +2,022 +0.6%
QC
46
Quent Capital
New York
$34.8M +$1.5M +15,692 +4%
Prudential Financial
47
Prudential Financial
New Jersey
$33.6M +$738K +7,738 +2%
IWP
48
Icon Wealth Partners
Texas
$32.3M +$4.29M +44,981 +15%
AI
49
Atria Investments
North Carolina
$32.2M +$1.81M +18,982 +6%
DBT
50
Dubuque Bank & Trust
Iowa
$30.8M -$813K -8,519 -3%
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