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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

801 hedge funds and large institutions have $12.8B invested in iShares MSCI EAFE Growth ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 380 increasing their positions, 214 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+48
Holders Change %
+6.37%
% of All Funds
12.63%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.34%
New
93
Increased
380
Reduced
214
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$73.5M
3
AssetMark Inc
AssetMark Inc
California
+$67.1M
4
Morgan Stanley
Morgan Stanley
New York
+$57.5M
5
MML Investors Services
MML Investors Services
Massachusetts
+$39.2M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$35.4M
2
OMC
Old Mission Capital
Illinois
-$34.6M
3
PWM
PRW Wealth Management
Massachusetts
-$11M
4
M1FG
Mach-1 Financial Group
Arkansas
-$9.65M
5
PA
Paragon Advisors
Texas
-$7.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
651
Forum Financial Management
Illinois
$233K +$763 +8 +0.3%
SAMC
652
Spectrum Asset Management (California)
California
$232K – – –
WTB
653
Washington Trust Bank
Washington
$232K -$224K -2,347 -49%
MA
654
MKT Advisors
California
$231K -$40K -414 -15%
PP
655
Prosperity Planning
Missouri
$227K +$9.92K +104 +5%
WF
656
Welch & Forbes
Massachusetts
$225K +$225K +2,356 New
WPW
657
Waldron Private Wealth
Pennsylvania
$225K – – –
MOS
658
MGO One Seven
Ohio
$225K -$6.41M -67,214 -97%
W
659
WealthOne
New York
$222K +$222K +2,331 New
BFP
660
Beacon Financial Planning
Massachusetts
$222K -$17.8K -187 -7%
GFA
661
Gallagher Fiduciary Advisors
Illinois
$220K +$220K +2,309 New
CM
662
Columbus Macro
Pennsylvania
$219K +$219K +2,296 New
BFG
663
Buttonwood Financial Group
Missouri
$217K +$217K +2,270 New
ISWM
664
Independent Solutions Wealth Management
New York
$217K -$84.1K -881 -28%
CFS
665
CRA Financial Services
New Jersey
$216K – – –
AWA
666
Arkadios Wealth Advisors
Georgia
$216K +$5.34K +56 +3%
PMFA
667
Plante Moran Financial Advisors
Michigan
$215K +$5.53K +58 +3%
LNWWM
668
Laird Norton Wetherby Wealth Management
California
$214K – – –
LSIA
669
LaSalle St. Investment Advisors
Illinois
$214K +$214K +2,251 New
ES
670
Eagle Strategies
New York
$212K +$212K +2,217 New
TMWM
671
Taylor & Morgan Wealth Management
Michigan
$210K +$210K +2,200 New
RFN
672
RDA Financial Network
Iowa
$206K +$1.43K +15 +0.7%
AWM
673
Avaii Wealth Management
Wisconsin
$206K +$206K +2,154 New
HPM
674
Hudson Portfolio Management
New York
$204K – – –
NCM
675
Neumann Capital Management
California
$203K +$203K +2,125 New
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27
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