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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
$711M
2
FWI
Facet Wealth Inc
Maryland
$93.9M
3
UCFA
United Capital Financial Advisors
Texas
$47.1M
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
$1.55B
2
Osaic Holdings
Osaic Holdings
Arizona
$153M
3
LPL Financial
LPL Financial
California
$404M
4
BlackRock
BlackRock
New York
$183M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
51
McMorgan & Co
California
$28.7M -$11.2M -115,265 -28%
BF
52
BOK Financial
Oklahoma
$28.6M +$1.21M +12,519 +4%
APW
53
Austin Private Wealth
Texas
$28.5M -$6.8M -70,238 -19%
KAS
54
Kestra Advisory Services
Texas
$27.8M +$3.49M +35,998 +14%
CCWM
55
Cassaday & Co Wealth Management
Virginia
$27M +$1.84M +18,973 +7%
CP
56
Covenant Partners
Tennessee
$26.7M +$751K +7,756 +3%
CSPIA
57
Cary Street Partners Investment Advisory
Virginia
$25.9M +$5.45M +56,304 +27%
MCWS
58
McKinley Carter Wealth Services
West Virginia
$25.5M -$447K -4,612 -2%
OWA
59
Octavia Wealth Advisors
Ohio
$25.5M +$785K +8,110 +3%
CCB
60
Country Club Bank
Missouri
$24.7M -$1.08M -11,109 -4%
NB
61
NBT Bank
New York
$24.5M +$1.01M +10,392 +4%
IWC
62
Integrated Wealth Concepts
Massachusetts
$24.4M -$25.6M -264,283 -51%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$23.7M +$23.7M +244,541 New
AWS
64
Atria Wealth Solutions
New York
$23.3M -$9.67M -99,806 -29%
HighTower Advisors
65
HighTower Advisors
Illinois
$23M +$2.54M +26,226 +12%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$22.1M -$12.6M -130,129 -36%
FTUS
67
Flow Traders U.S.
New York
$21.7M +$17M +175,279 +358%
MPW
68
MA Private Wealth
California
$21.4M -$4.8M -49,519 -18%
AIA
69
Alera Investment Advisors
Illinois
$21.2M +$21.2M +219,037 New
AWMS
70
Advocacy Wealth Management Services
Georgia
$20.9M +$20.9M +215,681 New
RFA
71
RTD Financial Advisors
Pennsylvania
$19.9M -$310K -3,200 -2%
IWA
72
Icon Wealth Advisors
Texas
$19.7M +$19.7M +203,218 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$19.6M -$650K -6,683 -3%
AI
74
Atria Investments
North Carolina
$19.2M -$10.1M -104,010 -34%
CSWG
75
Cardinal Strategic Wealth Guidance
Kentucky
$19.2M -$4.11M -42,448 -18%
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