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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 %
BC
776
Bartlett & Co
Ohio
$7K – – –
PP
777
PrairieView Partners
Minnesota
$7K +$7K +83 New
BCWM
778
Bartlett & Co Wealth Management
Ohio
$6.87K – – –
TAM
779
Townsend Asset Management
North Carolina
$6.01K +$95 +1 +2%
CA
780
Centerpoint Advisors
Massachusetts
$6K +$400 +4 +7%
BBPWM
781
Blue Bell Private Wealth Management
Pennsylvania
$5.82K – – –
NL
782
NVWM LLC
Pennsylvania
$5.53K +$5.53K +58 New
RG
783
Retirement Group
California
$5.47K +$5.47K +57 New
NMG
784
New Millennium Group
Utah
$5.34K -$2.95K -31 -36%
AFG
785
Albion Financial Group
Utah
$4.58K +$4.58K +48 New
BCMLT
786
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.48K – – –
CIAS
787
Capital Investment Advisory Services
North Carolina
$4.39K – – –
CTWM
788
Cherry Tree Wealth Management
Minnesota
$2.96K +$2.96K +31 New
FGAM
789
Financial Gravity Asset Management
Texas
$2.46K +$144 +1,511 +6%
HCM
790
Hollencrest Capital Management
California
$1.72K +$1.72K +18 New
BBHC
791
Brown Brothers Harriman & Co
New York
$1.43K – – –
FWM
792
Focused Wealth Management
New York
$1.24K +$1.24K +13 New
VF
793
VitalStone Financial
Texas
$1K -$8.83K -53 -90%
FRA
794
Front Row Advisors
California
$1K – – –
TFA
795
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
HCP
796
Hexagon Capital Partners
Arkansas
$763 – – –
GWSG
797
GPS Wealth Strategies Group
Colorado
$668 – – –
SWM
798
Sanctuary Wealth Management
Idaho
$572 +$572 +6 New
GG
799
Gleason Group
Kentucky
$501 – – –
RFG
800
RFP Financial Group
Georgia
$486 +$486 +5 New
30 31
32
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