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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 %
MAWA
701
Moss Adams Wealth Advisors
Washington
$87K -$3.05K -32 -3%
WT
702
Whittier Trust
California
$85.9K – – –
PB
703
Pinnacle Bancorp
Nebraska
$84.2K – – –
BA
704
Ballast Advisors
Minnesota
$84.1K – – –
CFO
705
CVA Family Office
Colorado
$75.6K -$3.53K -37 -4%
ATC
706
Adirondack Trust Company
New York
$74.2K – – –
First Manhattan
707
First Manhattan
New York
$64.6K – – –
NFSG
708
Newbridge Financial Services Group
Florida
$63.9K +$191 +2 +0.3%
TWD
709
True Wealth Design
Ohio
$61.2K +$61.2K +641 New
APW
710
Atlantic Private Wealth
North Carolina
$61K – – –
WTA
711
Washington Trust Advisors
Massachusetts
$59.2K – – –
National Bank of Canada
712
National Bank of Canada
Quebec, Canada
$57.1K – – –
HWM
713
HighMark Wealth Management
Minnesota
$51.8K +$382 +4 +0.7%
IF
714
Integrity Financial
Wyoming
$49.5K -$8.3K -87 -14%
PO
715
Private Ocean
California
$49K +$49K +514 New
SSB
716
Sandy Spring Bank
Maryland
$47.2K – – –
FWA
717
FSC Wealth Advisors
New York
$46.7K +$22.1K +232 +90%
WIM
718
WealthPlan Investment Management
Nebraska
$45.6K -$4.11K -43 -8%
CMP
719
Coston McIsaac & Partners
Maine
$45K – – –
MWM
720
Mascoma Wealth Management
New Hampshire
$44.4K -$22.4K -239 -34%
ACA
721
Aptus Capital Advisors
Alabama
$44.4K -$21.5K -225 -33%
HBW
722
Hazlett, Burt & Watson
West Virginia
$43K +$20.6K +215 +92%
OIA
723
Optimum Investment Advisors
Illinois
$42.6K – – –
BCPWM
724
Bradley & Co Private Wealth Management
Florida
$40.3K – – –
GI
725
Gradient Investments
Minnesota
$38.5K +$3.24K +34 +9%
27 28
29
30 31