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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 %
BHPW
576
Beverly Hills Private Wealth
California
$436K -$342K -3,527 -44%
IAN
577
Integrated Advisors Network
Texas
$434K -$11.6K -120 -3%
CWM
578
Cornerstone Wealth Management
Missouri
$431K -$145K -1,496 -25%
EA
579
Eudaimonia Advisors
Tennessee
$431K -$14.2K -147 -3%
BAM
580
BOS Asset Management
Illinois
$428K +$75.5K +780 +21%
GM
581
GeoWealth Management
Illinois
$424K +$112K +1,155 +36%
AIM
582
Athena Investment Management
California
$420K – – –
RF
583
RHS Financial
California
$420K -$657K -6,783 -61%
HCMT
584
Highland Capital Management (Tennessee)
Tennessee
$414K +$291 +3 +0.1%
RFA
585
Resurgent Financial Advisors
Georgia
$412K -$52.3K -540 -11%
TA
586
TrueWealth Advisors
Alabama
$411K -$21K -217 -5%
CAS
587
Coppell Advisory Solutions
Texas
$409K +$409K +4,226 New
PFA
588
Pinnacle Family Advisors
Missouri
$407K -$94.3K -974 -19%
WFM
589
Wolff Financial Management
Michigan
$404K -$226K -2,330 -36%
FTS
590
Fifth Third Securities
Ohio
$400K +$35K +361 +10%
TW
591
TritonPoint Wealth
Maryland
$395K +$395K +4,081 New
CA
592
Claro Advisors
Massachusetts
$392K +$18.2K +188 +5%
CWM
593
Connecticut Wealth Management
Connecticut
$390K -$8.62K -89 -2%
SIS
594
Sound Income Strategies
Florida
$389K +$320K +3,306 +467%
FLPIM
595
F.L. Putnam Investment Management
Massachusetts
$388K +$388K +4,002 New
TP
596
Tranquility Partners
Tennessee
$382K – – –
TCM
597
TD Capital Management
Tennessee
$381K +$1.94K +20 +0.5%
MBT
598
Montecito Bank & Trust
California
$378K -$13.5K -139 -3%
B
599
Bridgeworth
Alabama
$378K +$96.9K +1,001 +35%
FHC
600
First Heartland Consultants
Missouri
$376K -$200K -2,071 -35%
22 23
24
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