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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
$3.13B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$690M
3
AssetMark Inc
AssetMark Inc
California
$69.3M
4
Morgan Stanley
Morgan Stanley
New York
$533M
5
MML Investors Services
MML Investors Services
Massachusetts
$194M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$11.5M
2
OMC
Old Mission Capital
Illinois
$2.7M
3
PWM
PRW Wealth Management
Massachusetts
$0
4
M1FG
Mach-1 Financial Group
Arkansas
$0
5
PA
Paragon Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$30.5M -$4.87M -51,087 -14%
RSWM
52
Robertson Stephens Wealth Management
California
$28.9M +$25.2M +263,789 +681%
RJA
53
Raymond James & Associates
Florida
$28.8M +$713K +7,469 +3%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$27.9M +$7.75M +81,177 +38%
BF
55
BOK Financial
Oklahoma
$27.5M +$304K +3,186 +1%
Mariner
56
Mariner
Kansas
$26.4M +$602K +6,309 +2%
BRWA
57
B. Riley Wealth Advisors
Florida
$25.7M -$927K -9,718 -3%
CCB
58
Country Club Bank
Missouri
$25.5M +$401K +4,257 +2%
CCWM
59
Cassaday & Co Wealth Management
Virginia
$25.2M -$502K -5,261 -2%
MCWS
60
McKinley Carter Wealth Services
West Virginia
$24.9M +$513K +5,382 +2%
CP
61
Covenant Partners
Tennessee
$24.3M +$319K +3,342 +1%
HighTower Advisors
62
HighTower Advisors
Illinois
$24.2M +$1.54M +16,210 +7%
BTI
63
Blue Trust Inc
Georgia
$24.1M +$5.76M +61,440 +31%
CIAS
64
CFS Investment Advisory Services
New Jersey
$23.8M +$23.8M +249,142 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$23.3M +$1.08M +11,093 +5%
HFA
66
High Falls Advisors
New York
$23.1M +$183K +1,913 +0.8%
CA
67
Cetera Advisors
Colorado
$23.1M +$1.47M +15,445 +7%
CSWG
68
Cardinal Strategic Wealth Guidance
Kentucky
$23M +$1.52M +15,888 +7%
NB
69
NBT Bank
New York
$22.9M +$134K +1,407 +0.6%
PFA
70
Pettinga Financial Advisors
Indiana
$22.7M -$305K -3,193 -1%
SHJ
71
Sharkey, Howes & Javer
Colorado
$22.4M +$2.8M +29,322 +14%
OWA
72
Octavia Wealth Advisors
Ohio
$21.7M +$21.7M +227,795 New
HGWM
73
Horst & Graben Wealth Management
Oregon
$21.3M +$1.06M +11,099 +5%
MSWMA
74
Market Street Wealth Management Advisors
Indiana
$21.3M +$380K +3,985 +2%
KAS
75
Kestra Advisory Services
Texas
$21.1M +$4.1M +42,993 +24%
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