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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 %
CIA
526
Choate Investment Advisors
Massachusetts
$584K -$280K -2,891 -32%
IWM
527
IHT Wealth Management
Illinois
$580K -$87.3K -901 -13%
HIM
528
Hanlon Investment Management
New Jersey
$573K -$641K -6,617 -53%
PCS
529
Personal CFO Solutions
New Jersey
$566K +$107K +1,104 +23%
HTC
530
Haverford Trust Company
Pennsylvania
$566K – – –
AT
531
American Trust
Kentucky
$563K +$65.8K +679 +13%
ACM
532
Absolute Capital Management
Pennsylvania
$558K -$306K -3,156 -35%
FF
533
Fluent Financial
Texas
$558K -$47.1K -486 -8%
HCA
534
Harbour Capital Advisors
Virginia
$557K -$18.9K -200 -3%
Wealthfront Advisers
535
Wealthfront Advisers
California
$553K +$93.2K +962 +20%
BFG
536
Beacon Financial Group
Texas
$552K +$5.52K +57 +1%
WAM
537
Weinberger Asset Management
California
$543K -$288K -2,970 -35%
MFG
538
MidWestOne Financial Group
Iowa
$538K +$538K +5,558 New
SSWM
539
Sheets Smith Wealth Management
North Carolina
$538K +$9.78K +101 +2%
NW
540
NewEdge Wealth
Pennsylvania
$537K -$180K -1,862 -25%
BFM
541
Boston Financial Management
Massachusetts
$537K +$63.5K +656 +13%
LFAS
542
Level Four Advisory Services
Texas
$528K -$93.8K -969 -15%
9WM
543
9258 Wealth Management
Ohio
$525K -$8.52K -88 -2%
LA
544
Latitude Advisors
Florida
$524K -$94.4K -975 -15%
TAM
545
Tocqueville Asset Management
New York
$522K – – –
BHIA
546
Birch Hill Investment Advisors
Massachusetts
$520K – – –
LCM
547
Leisure Capital Management
California
$520K +$62.5K +645 +14%
EWA
548
EverSource Wealth Advisors
Alabama
$515K -$178K -1,834 -26%
AF
549
Alerus Financial
North Dakota
$513K – – –
ABC
550
Associated Banc-Corp
Wisconsin
$512K -$134K -1,382 -21%
20 21
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