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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 %
GWSA
601
Global Wealth Strategies & Associates
Colorado
$373K -$9.96M -102,867 -96%
OSAM
602
O'Shaughnessy Asset Management
Connecticut
$371K -$111K -1,151 -23%
KFS
603
Kelly Financial Services
Massachusetts
$362K -$4.97M -51,310 -93%
SPWG
604
Syntegra Private Wealth Group
Missouri
$361K -$167K -1,724 -32%
TC
605
TAP Consulting
Missouri
$360K +$2.42K +25 +0.7%
VWWMG
606
Vermillion & White Wealth Management Group
Pennsylvania
$359K +$359K +3,704 New
SC
607
Scotia Capital
Ontario, Canada
$358K – – –
LNB
608
Ledyard National Bank
$357K +$18.7K +193 +6%
DSA
609
Droms Strauss Advisors
Missouri
$356K -$18.2K -188 -5%
CFG
610
Citizens Financial Group
Rhode Island
$355K +$9.69K +100 +3%
WPW
611
Watershed Private Wealth
Illinois
$355K +$355K +3,669 New
UFAC
612
Urban Financial Advisory Corp
Illinois
$354K +$354K +3,651 New
MCM
613
MAI Capital Management
Ohio
$353K +$8.43K +87 +2%
EAM
614
Evanson Asset Management
California
$350K – – –
ACA
615
Aspire Capital Advisors
Washington
$348K – – –
CAAS
616
Capital Asset Advisory Services
Michigan
$344K -$137K -1,416 -29%
AWM
617
Axxcess Wealth Management
California
$344K -$137K -1,416 -29%
FMII
618
Farmers & Merchants Investments Inc
Nebraska
$341K -$5.81K -60 -2%
AFAS
619
Acorn Financial Advisory Services
Virginia
$340K -$67.7K -715 -17%
JSL
620
JT Stratford LLC
Georgia
$336K -$157K -1,620 -32%
NFC
621
Northeast Financial Consultants
Connecticut
$335K – – –
WFC
622
Western Financial Corp
California
$332K -$237K -2,452 -42%
TIA
623
Traphagen Investment Advisors
New Jersey
$332K -$12.4K -128 -4%
FP
624
Financial Perspectives
Minnesota
$331K +$17.1K +177 +5%
FPGK
625
Financial Partners Group (Kansas)
Kansas
$329K -$4.84K -50 -1%
23 24
25
26 27