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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 %
MFT
726
Moisand Fitzgerald Tamayo
Florida
$117K +$4.65K +48 +4%
GFPC
727
Global Financial Private Client
Florida
$116K -$50.8K -524 -30%
SS
728
Sunbelt Securities
Texas
$114K +$8.72K +90 +8%
JWA
729
JFS Wealth Advisors
Pennsylvania
$113K – – –
HBW
730
Hazlett, Burt & Watson
West Virginia
$112K +$13K +134 +13%
Bessemer Group
731
Bessemer Group
New Jersey
$107K -$27.7K -285 -21%
LCM
732
Logan Capital Management
Pennsylvania
$105K – – –
AWM
733
Angeles Wealth Management
California
$94.1K – – –
WT
734
Whittier Trust
California
$87.2K – – –
PB
735
Pinnacle Bancorp
Nebraska
$85.5K -$7.17K -74 -8%
IPW
736
Impact Partnership Wealth
Georgia
$78.8K -$36.9K -381 -32%
ATC
737
Adirondack Trust Company
New York
$78K – – –
PPC
738
Park Place Capital
Alabama
$76K -$47K -485 -38%
BA
739
Ballast Advisors
Minnesota
$75.6K – – –
MWM
740
Mascoma Wealth Management
New Hampshire
$74.5K – – –
FWA
741
FSC Wealth Advisors
New York
$73.1K +$22.1K +228 +43%
ITIM
742
Indiana Trust & Investment Management
Indiana
$68.9K +$11.6K +120 +20%
TAM
743
Tucker Asset Management
Colorado
$68.6K +$7.07K +73 +11%
LA
744
LM Advisors
California
$67.8K +$67.8K +700 New
TFGT
745
TS Financial Group (TSFG)
Illinois
$64K +$484 +5 +0.8%
CT
746
Cambridge Trust
Massachusetts
$63.7K -$35.5K -367 -36%
APW
747
Atlantic Private Wealth
North Carolina
$61.9K – – –
National Bank of Canada
748
National Bank of Canada
Quebec, Canada
$57.1K – – –
RCM
749
Richardson Capital Management
Wisconsin
$56.3K +$56.3K +581 New
FFA
750
Frazier Financial Advisors
Ohio
$55K +$55K +568 New
28 29
30
31 32