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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 %
CAAS
501
Capital Asset Advisory Services
Michigan
$485K -$50.1K -535 -9%
SW
502
SVB Wealth
Massachusetts
$482K +$97.1K +1,036 +25%
TA
503
TrueWealth Advisors
Alabama
$479K +$144K +1,536 +43%
IBOK
504
Independence Bank of Kentucky
Kentucky
$479K
V
505
Veritable
Delaware
$476K +$31.1K +332 +7%
PI
506
Pachira Investments
California
$473K
MA
507
MONECO Advisors
Connecticut
$470K +$470K +5,021 New
GCM
508
Gables Capital Management
Florida
$469K
3LCM
509
3D/L Capital Management
Connecticut
$464K +$52.1K +556 +13%
MIA
510
MainStreet Investment Advisors
Illinois
$461K +$461K +4,917 New
NSIM
511
North Star Investment Management
Illinois
$460K
AFAS
512
Acorn Financial Advisory Services
Virginia
$460K +$68.1K +727 +17%
MG
513
Mather Group
Illinois
$460K -$1.03K -11 -0.2%
GFS
514
GYL Financial Synergies
Connecticut
$459K -$361K -3,857 -44%
DA
515
Doliver Advisors
Texas
$458K +$458K +4,892 New
IAN
516
Integrated Advisors Network
Texas
$456K -$89.9K -960 -16%
CFO
517
Colony Family Offices
North Carolina
$452K
BFM
518
Boston Financial Management
Massachusetts
$452K -$49K -523 -10%
WTB
519
Washington Trust Bank
Washington
$448K -$1.82M -19,376 -80%
SWP
520
Semus Wealth Partners
Florida
$445K +$143K +1,528 +47%
LCM
521
Leisure Capital Management
California
$442K -$27.6K -295 -6%
RWIA
522
Roger Wittlin Investment Advisory
California
$428K +$428K +4,573 New
PFA
523
Pinnacle Family Advisors
Missouri
$424K +$21.4K +228 +5%
SWP
524
Stratos Wealth Partners
Ohio
$423K -$17.2K -184 -4%
MCA
525
MSH Capital Advisors
Arizona
$421K +$137K +1,461 +48%