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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 %
HWMA
626
Heritage Wealth Management (Arizona)
Arizona
$329K +$329K +3,395 New
TSS
627
Two Sigma Securities
New York
$325K +$325K +3,360 New
ASFA
628
All Season Financial Advisors
Colorado
$325K +$325K +3,356 New
MSFS
629
Main Street Financial Solutions
Pennsylvania
$320K -$7.75K -80 -2%
BA
630
Bristlecone Advisors
Washington
$318K – – –
FAT
631
First American Trust
California
$317K -$58.1K -600 -16%
LWANC
632
Laurel Wealth Advisors (North Carolina)
North Carolina
$317K -$5.33K -55 -2%
ESB
633
Essex Savings Bank
Connecticut
$316K – – –
SWP
634
Semus Wealth Partners
Florida
$314K -$131K -1,350 -29%
SGCA
635
Steel Grove Capital Advisors
Tennessee
$312K – – –
PIA
636
Perennial Investment Advisors
California
$306K -$157K -1,621 -34%
Kayne Anderson Rudnick Investment Management
637
Kayne Anderson Rudnick Investment Management
California
$306K -$3.35M -34,575 -92%
FCA
638
FLC Capital Advisors
California
$305K -$729K -7,530 -70%
RFWA
639
RPg Family Wealth Advisory
Massachusetts
$303K -$801K -8,268 -73%
SI
640
Stephens Inc
Arkansas
$303K +$25.6K +264 +9%
MIH
641
Meitav Investment House
Israel
$302K – – –
PFA
642
Professional Financial Advisors
Nebraska
$300K +$29.8K +308 +11%
FBB
643
Fulton Breakefield Broenniman
Maryland
$299K -$7.26K -75 -2%
GFA
644
Gallagher Fiduciary Advisors
Illinois
$299K -$5.81K -60 -2%
KFGK
645
Keystone Financial Group (Kentucky)
Kentucky
$298K -$26K -268 -8%
FCA
646
FinTrust Capital Advisors
South Carolina
$294K -$79.6K -822 -21%
MC
647
Montag & Caldwell
Georgia
$291K -$396K -4,089 -58%
CA
648
Continuum Advisory
Idaho
$288K -$54.4K -562 -16%
LWA
649
Lantern Wealth Advisors
New York
$283K +$283K +2,927 New
CA
650
Cortland Associates
Missouri
$281K -$7.74K -80 -3%
24 25
26
27 28