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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 %
ACP
676
Aveo Capital Partners
Colorado
$244K -$135K -1,390 -36%
AFP
677
Ausdal Financial Partners
Iowa
$243K -$64.1K -662 -21%
CGL
678
Clarius Group LLC
Washington
$243K – – –
FCB
679
First County Bank
Connecticut
$243K – – –
FWM
680
Fonville Wealth Management
Virginia
$242K +$242K +2,500 New
ECM
681
Evergreen Capital Management
Washington
$241K – – –
MPCL
682
My Personal CFO LLC
Washington
$240K – – –
MIM
683
Miller Investment Management
Pennsylvania
$239K – – –
RMC
684
Regis Management Company
California
$239K – – –
SW
685
SlateStone Wealth
Florida
$238K +$238K +2,461 New
DC
686
Davenport & Co
Virginia
$234K -$65.6K -677 -22%
EFL
687
ERn Financial LLC
Wisconsin
$234K – – –
WPW
688
Waldron Private Wealth
Pennsylvania
$228K – – –
Fifth Third Bancorp
689
Fifth Third Bancorp
Ohio
$228K -$27.2K -281 -11%
NCM
690
Neumann Capital Management
California
$226K – – –
SAM
691
Strategy Asset Managers
California
$225K -$33.4K -345 -13%
PMFA
692
Plante Moran Financial Advisors
Michigan
$223K +$10.6K +109 +5%
NRC
693
New Republic Capital
North Carolina
$220K -$108K -1,118 -33%
CFS
694
CRA Financial Services
New Jersey
$219K +$219K +2,266 New
HP
695
Holistic Planning
Texas
$217K +$217K +2,238 New
SHF
696
Stage Harbor Financial
Massachusetts
$215K +$215K +2,217 New
TMWM
697
Taylor & Morgan Wealth Management
Michigan
$215K +$215K +2,215 New
MAS
698
Meeder Advisory Services
Ohio
$209K +$209K +2,162 New
FFC
699
First Financial Corp
Indiana
$209K +$85.2K +880 +69%
MSA
700
Marino Stram & Associates
Massachusetts
$209K +$209K +2,155 New
26 27
28
29 30