EFG icon

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 %
MWA
551
Midland Wealth Advisors
Illinois
$511K +$511K +5,275 New
D
552
Dentgroup
Louisiana
$509K -$1.16M -12,025 -70%
MHR
553
Matthew Hamilton Rosenberg
$504K -$60.8K -628 -11%
S
554
Sachetta
Massachusetts
$497K +$497K +5,131 New
PI
555
Pachira Investments
California
$495K -$1.45K -15 -0.3%
TPI
556
Trust Point Inc
Wisconsin
$494K +$494K +5,096 New
Fisher Asset Management
557
Fisher Asset Management
Washington
$493K -$144K -1,482 -23%
GCM
558
Gables Capital Management
Florida
$485K – – –
WS
559
Wedbush Securities
California
$481K -$5.42K -56 -1%
LAS
560
Lloyd Advisory Services
Georgia
$480K +$480K +4,955 New
SAG
561
SageView Advisory Group
California
$477K -$339K -3,477 -42%
GFS
562
GYL Financial Synergies
Connecticut
$475K +$194 +2 +0%
CFO
563
Colony Family Offices
North Carolina
$468K – – –
CIBC World Market
564
CIBC World Market
Ontario, Canada
$461K +$14K +144 +3%
HPC
565
Hobart Private Capital
North Carolina
$460K -$174K -1,798 -27%
KeyBank National Association
566
KeyBank National Association
Ohio
$453K +$126K +1,303 +39%
OLVIG
567
Oliver Lagore Vanvalin Investment Group
Michigan
$453K -$454K -4,690 -50%
RRCM
568
Rappaport Reiches Capital Management
Illinois
$453K +$453K +4,673 New
MSWM
569
McGlone Suttner Wealth Management
Wisconsin
$452K -$55.2K -570 -11%
MPWT
570
MassMutual Private Wealth & Trust
Connecticut
$451K -$292K -3,016 -39%
QCG
571
Quadrant Capital Group
Ohio
$443K +$443K +4,575 New
DA
572
Doliver Advisors
Texas
$442K -$19.4K -200 -4%
UB
573
UMB Bank
Missouri
$439K -$3.97K -41 -0.9%
WI
574
WrapManager Inc
California
$439K -$2.52K -26 -0.6%
LA
575
LexAurum Advisors
Kansas
$437K -$218K -2,249 -33%
21 22
23
24 25