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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 %
OIA
26
OneDigital Investment Advisors
Kansas
$62.4M +$3.18M +36,897 +5%
BPA
27
Beacon Pointe Advisors
California
$62M +$11.6M +134,738 +23%
JC
28
JB Capital
Connecticut
$56.7M -$11.3M -131,137 -17%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$48.6M +$166K +1,919 +0.3%
WP
30
WealthSource Partners
California
$46M -$10.2M -118,750 -18%
IWC
31
Integrated Wealth Concepts
Massachusetts
$44.5M -$15.9M -184,531 -26%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$43.9M +$25.2M +292,129 +135%
FIA
33
Foundations Investment Advisors
Arizona
$43.1M +$1.71M +19,758 +4%
NA
34
NewEdge Advisors
Louisiana
$38.9M -$5.52M -63,959 -12%
Stifel Financial
35
Stifel Financial
Missouri
$38.5M -$1.58M -18,263 -4%
MC
36
McMorgan & Co
California
$35.5M +$766K +8,880 +2%
CAN
37
Cetera Advisor Networks
California
$35.2M -$1.17M -13,585 -3%
FSWA
38
Financial Synergies Wealth Advisors
Texas
$34.5M +$563K +6,520 +2%
Goldman Sachs
39
Goldman Sachs
New York
$33.5M +$24M +277,690 +250%
FWP
40
FAS Wealth Partners
Kansas
$33.5M +$1.62M +18,778 +5%
BAAM
41
Baker Avenue Asset Management
California
$33.3M +$1.72M +19,972 +5%
Truist Financial
42
Truist Financial
North Carolina
$33.3M -$3.03M -35,134 -8%
QC
43
Quent Capital
New York
$32.8M +$1.34M +15,560 +4%
APW
44
Austin Private Wealth
Texas
$31.4M -$2.33M -27,030 -7%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$30.9M -$1.33M -15,406 -4%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$30.4M -$5.52M -63,963 -15%
AWS
47
Atria Wealth Solutions
New York
$29.4M -$4.38M -50,744 -13%
DBT
48
Dubuque Bank & Trust
Iowa
$28.8M +$986K +11,425 +4%
RSWM
49
Robertson Stephens Wealth Management
California
$28.4M +$2.29M +26,544 +9%
AAS
50
Avantax Advisory Services
Texas
$28.1M +$10.9M +125,936 +63%