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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
$711M
2
FWI
Facet Wealth Inc
Maryland
$93.9M
3
UCFA
United Capital Financial Advisors
Texas
$47.1M
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
$1.55B
2
Osaic Holdings
Osaic Holdings
Arizona
$153M
3
LPL Financial
LPL Financial
California
$404M
4
BlackRock
BlackRock
New York
$183M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$54.5M -$111K -1,147 -0.2%
BPA
27
Beacon Pointe Advisors
California
$50.1M -$19.5M -201,387 -28%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$49.4M -$22.2M -228,731 -31%
UCFA
29
United Capital Financial Advisors
Texas
$47.1M +$45.6M +471,121 +3,183%
JC
30
JB Capital
Connecticut
$42.8M -$20.9M -215,435 -33%
FIA
31
Foundations Investment Advisors
Arizona
$40.1M -$9.13M -92,656 -19%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$40.1M +$15.6M +161,514 +64%
BAAM
33
Baker Avenue Asset Management
California
$38.9M +$1.5M +15,449 +4%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$38M -$11.3M -117,031 -23%
WP
35
WealthSource Partners
California
$37.9M -$13.7M -141,143 -26%
Jane Street
36
Jane Street
New York
$37.7M -$41.6M -429,088 -52%
FWP
37
FAS Wealth Partners
Kansas
$36.5M -$1.07M -11,041 -3%
RJA
38
Raymond James & Associates
Florida
$36.5M +$19M +195,997 +109%
QC
39
Quent Capital
New York
$36.2M -$614K -6,338 -2%
Stifel Financial
40
Stifel Financial
Missouri
$35.1M -$8.07M -83,273 -19%
HB
41
HTLF Bank
Colorado
$34.1M +$34.1M +351,734 New
FSWA
42
Financial Synergies Wealth Advisors
Texas
$32.7M -$728K -8,686 -2%
NA
43
NewEdge Advisors
Louisiana
$32.4M -$11.1M -114,769 -25%
Mariner
44
Mariner
Kansas
$32.1M +$3.93M +40,621 +14%
Goldman Sachs
45
Goldman Sachs
New York
$32M -$5.66M -58,473 -15%
Truist Financial
46
Truist Financial
North Carolina
$31.4M -$5.9M -60,894 -16%
CAN
47
Cetera Advisor Networks
California
$31.4M -$8.08M -83,424 -20%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$31.1M +$3.63M +37,466 +13%
Corient Private Wealth
49
Corient Private Wealth
Florida
$30M -$618K -6,379 -2%
AAS
50
Avantax Advisory Services
Texas
$29.9M -$1.65M -17,064 -5%
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