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iShares MSCI EAFE Growth ETF

753 hedge funds and large institutions have $11.8B invested in iShares MSCI EAFE Growth ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 344 increasing their positions, 223 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
12.05%
Holding in Top 10
86
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+40.98%
% of All Funds
1.38%
New
77
Increased
344
Reduced
223
Closed
68
Calls
$459K
Puts
Net Calls
+$459K
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Shares
Change %
EW
476
Evoke Wealth
California
$585K
VC
477
Veracity Capital
Georgia
$584K +$117K +1,247 +25%
TAM
478
Tocqueville Asset Management
New York
$582K +$217K +2,315 +59%
BFG
479
Beacon Financial Group
Texas
$581K +$238K +2,542 +69%
LI
480
LMCG Investments
Massachusetts
$568K +$97.5K +1,041 +21%
FMII
481
Farmers & Merchants Investments Inc
Nebraska
$562K -$1.69K -18 -0.3%
ANTB
482
AMG National Trust Bank
Colorado
$560K +$316K +3,373 +130%
PIA
483
Perennial Investment Advisors
California
$552K +$212K +2,263 +62%
SSWM
484
Sheets Smith Wealth Management
North Carolina
$550K -$5.71K -61 -1%
TA
485
Trellis Advisors
Washington
$548K
WMS
486
Wealth Management Solutions
Pennsylvania
$548K -$259K -2,767 -32%
MHB
487
Midwest Heritage Bank
Iowa
$533K -$647K -6,902 -55%
WS
488
Wedbush Securities
California
$532K -$79.2K -846 -13%
GIA
489
Goodwin Investment Advisory
Georgia
$524K
SSW
490
Stone Summit Wealth
Florida
$523K +$24.5K +261 +5%
SFG
491
Sage Financial Group
Pennsylvania
$521K -$16.3K -174 -3%
BHIA
492
Birch Hill Investment Advisors
Massachusetts
$513K
AFG
493
Allegheny Financial Group
Pennsylvania
$511K +$4.4K +47 +0.9%
FCA
494
FinTrust Capital Advisors
South Carolina
$508K
LA
495
Latitude Advisors
Florida
$505K +$65K +694 +15%
HS
496
Horan Securities
United States
$500K +$5.15K +55 +1%
MSWM
497
McGlone Suttner Wealth Management
Wisconsin
$497K -$20.3K -217 -4%
AF
498
Alerus Financial
North Dakota
$497K
CWM
499
Cornerstone Wealth Management
Missouri
$488K +$488K +5,206 New
H
500
HoyleCohen
California
$487K