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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
+$280M
2
FWI
Facet Wealth Inc
Maryland
+$93.9M
3
UCFA
United Capital Financial Advisors
Texas
+$45.6M
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
-$703M
2
Osaic Holdings
Osaic Holdings
Arizona
-$167M
3
LPL Financial
LPL Financial
California
-$158M
4
BlackRock
BlackRock
New York
-$148M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$98.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPI
501
Sutton Place Investors
New York
$675K -$328K -3,390 -33%
CWA
502
Cornerstone Wealth Advisors
Minnesota
$673K -$34.7K -358 -5%
HS
503
Horan Securities
United States
$670K +$60.5K +625 +10%
Qube Research & Technologies (QRT)
504
Qube Research & Technologies (QRT)
United Kingdom
$664K – – –
TF
505
Theory Financial
Colorado
$655K -$277K -2,857 -30%
PFS
506
Prospera Financial Services
Texas
$649K -$13.1K -135 -2%
APC
507
Aspire Private Capital
North Carolina
$648K -$257K -2,655 -28%
PA
508
Procyon Advisors
Connecticut
$648K +$648K +6,686 New
CCM
509
Coldstream Capital Management
Washington
$646K +$646K +6,669 New
IAIM
510
International Assets Investment Management
Florida
$643K +$643K +6,638 New
IBOK
511
Independence Bank of Kentucky
Kentucky
$639K +$77.4K +799 +14%
FCFC
512
First Citizens Financial Corp
Iowa
$634K -$167K -1,727 -21%
SSW
513
Stone Summit Wealth
Florida
$631K +$37.9K +391 +6%
SG
514
StoneX Group
New York
$628K -$158K -1,634 -20%
ATPW
515
Ashton Thomas Private Wealth
Arizona
$624K -$51.7K -534 -8%
HWM
516
HRC Wealth Management
Idaho
$623K +$623K +6,436 New
AWM
517
Alterna Wealth Management
Texas
$620K -$116K -1,199 -16%
KWS
518
Keystone Wealth Services
California
$620K -$1.77M -18,253 -74%
CWA
519
Clearview Wealth Advisors
Oregon
$619K -$309K -3,189 -33%
JIR
520
James Investment Research
Ohio
$616K +$15.2K +157 +3%
TLFA
521
True Link Financial Advisors
California
$610K -$587K -6,064 -49%
BFA
522
Beacon Financial Advisory
Ohio
$602K -$305K -3,154 -34%
CPG
523
Cornerstone Planning Group
New Jersey
$601K -$309K -3,188 -34%
FNBT
524
FineMark National Bank & Trust
Florida
$590K +$590K +6,090 New
RT
525
Rockland Trust
Massachusetts
$587K -$49K -506 -8%
19 20
21
22 23