EFG icon

iShares MSCI EAFE Growth ETF

784 hedge funds and large institutions have $10.3B invested in iShares MSCI EAFE Growth ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 239 increasing their positions, 358 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
-17
Holders Change %
-2.12%
% of All Funds
12.5%
Holding in Top 10
74
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.94%
% of All Funds
1.18%
New
61
Increased
239
Reduced
358
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$27.3M -$323K -3,741 -1%
AI
52
Atria Investments
North Carolina
$26.1M -$3.02M -34,993 -10%
BRWA
53
B. Riley Wealth Advisors
Florida
$25.5M +$2.31M +26,730 +10%
IWP
54
Icon Wealth Partners
Texas
$25.4M -$3.8M -44,032 -13%
Mariner
55
Mariner
Kansas
$25.1M +$1.19M +13,802 +5%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$24.5M +$13.8M +160,106 +130%
Prudential Financial
57
Prudential Financial
New Jersey
$23.9M -$6.42M -74,346 -21%
BF
58
BOK Financial
Oklahoma
$23.8M -$423K -5,035 -2%
MPW
59
MA Private Wealth
California
$23.3M +$20.7M +239,881 +795%
MCWS
60
McKinley Carter Wealth Services
West Virginia
$23.1M +$565K +6,548 +3%
CP
61
Covenant Partners
Tennessee
$23.1M +$1.1M +12,720 +5%
CCB
62
Country Club Bank
Missouri
$22.9M -$438K -5,076 -2%
CCWM
63
Cassaday & Co Wealth Management
Virginia
$22.4M -$385K -4,457 -2%
BTI
64
Blue Trust Inc
Georgia
$22.4M -$2.11M -22,117 -9%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$22.1M +$17.6M +204,192 +396%
OWA
66
Octavia Wealth Advisors
Ohio
$22M +$2.34M +27,148 +12%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$21.8M +$2.98M +34,518 +16%
KAS
68
Kestra Advisory Services
Texas
$21.7M +$2.64M +30,539 +14%
NB
69
NBT Bank
New York
$20.9M +$165K +1,910 +0.8%
CSWG
70
Cardinal Strategic Wealth Guidance
Kentucky
$20.8M -$15.9K -184 -0.1%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$18.9M -$2.85M -31,491 -13%
CG
72
Colony Group
Massachusetts
$18.8M +$212K +2,461 +1%
HighTower Advisors
73
HighTower Advisors
Illinois
$18.2M -$3.63M -42,067 -17%
CSPIA
74
Cary Street Partners Investment Advisory
Virginia
$18.2M +$4.93M +57,137 +37%
RFA
75
RTD Financial Advisors
Pennsylvania
$18M -$318K -3,684 -2%