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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 %
DAS
651
Dynamic Advisor Solutions
Arizona
$281K -$17.4K -185 -6%
RF
652
Rollins Financial
Georgia
$278K -$13.6K -140 -5%
RFA
653
Rollins Financial Advisors
New York
$278K +$278K +2,875 New
LFA
654
LGT Financial Advisors
Texas
$278K -$56.2K -580 -17%
FA
655
Fermata Advisors
California
$276K +$276K +2,845 New
WLIM
656
White Lighthouse Investment Management
Massachusetts
$274K -$6.78K -70 -2%
JIP
657
Jaffetilchin Investment Partners
Florida
$274K +$581 +6 +0.2%
SFA
658
Semmax Financial Advisors
North Carolina
$273K +$256K +2,632 +1,521%
TFF
659
The Family Firm
Maryland
$272K +$1.84K +19 +0.7%
SJGA
660
Stephen J. Garry & Associates
New York
$272K +$272K +2,810 New
MFG
661
Magnus Financial Group
New York
$270K -$88.9K -918 -25%
FA
662
Flagstar Advisors
New York
$270K +$19.3K +199 +8%
MWP
663
Madison Wealth Partners
Wisconsin
$267K +$11.1K +115 +4%
MW
664
Marcum Wealth
Ohio
$262K +$262K +2,709 New
MIC
665
Means Investment Company
Maine
$260K -$27.4K -283 -10%
LWAM
666
Legacy Wealth Asset Management
Minnesota
$259K +$8.52K +88 +3%
Financial Engines Advisors
667
Financial Engines Advisors
California
$254K +$254K +2,625 New
AWA
668
Arkadios Wealth Advisors
Georgia
$254K -$21.8K -225 -8%
ATC
669
Argent Trust Co
Tennessee
$252K +$252K +2,597 New
GA
670
Goldstein Advisors
Wisconsin
$250K +$250K +2,580 New
OC
671
Oakworth Capital
Alabama
$249K -$1.55K -16 -0.6%
CA
672
CGN Advisors
Kansas
$249K +$4.07K +42 +2%
OGF
673
Orin Green Financial
California
$248K – – –
APWA
674
Atlas Private Wealth Advisors
New Jersey
$248K -$1.45K -15 -0.6%
WB
675
WesBanco Bank
West Virginia
$245K – – –
25 26
27
28 29