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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

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
–

Top Buyers

1
Jane Street
Jane Street
New York
$70.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$43.9M
3
Goldman Sachs
Goldman Sachs
New York
$33.5M
4
US Bancorp
US Bancorp
Minnesota
$139M
5
MPW
MA Private Wealth
California
$23.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.01B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$439M
3
Morgan Stanley
Morgan Stanley
New York
$384M
4
LPL Financial
LPL Financial
California
$501M
5
BlackRock
BlackRock
New York
$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
776
NVWM LLC
Pennsylvania
$1.73K -$3.28K -38 -66%
CIM
777
Contravisory Investment Management
Massachusetts
$1.3K +$1.3K +15 New
FWM
778
Focused Wealth Management
New York
$1.12K – – –
VF
779
VitalStone Financial
Texas
$1K – – –
TFA
780
Transamerica Financial Advisors
Florida
$1K – – –
FRA
781
Front Row Advisors
California
$949 – – –
HCP
782
Hexagon Capital Partners
Arkansas
$690 – – –
GWSG
783
GPS Wealth Strategies Group
Colorado
$604 – – –
SWM
784
Sanctuary Wealth Management
Idaho
$518 – – –
GG
785
Gleason Group
Kentucky
$453 – – –
CIAS
786
CFS Investment Advisory Services
New Jersey
– -$23.8M -249,142 Closed
CW
787
Connectus Wealth
Ohio
– -$17.2M -180,252 Closed
TAIM
788
TD Ameritrade Investment Management
Nebraska
– -$9.23M -96,739 Closed
SS
789
Simplicity Solutions
Minnesota
– -$8.14M -85,348 Closed
WAS
790
Wealth Advisory Solutions
Indiana
– -$4.98M -52,207 Closed
PWAG
791
Polaris Wealth Advisory Group
California
– -$3.33M -34,861 Closed
GCA
792
Greenwood Capital Associates
South Carolina
– -$2.32M -24,358 Closed
SFSG
793
Sound Financial Strategies Group
Mississippi
– -$2.28M -23,903 Closed
VAS
794
Vestmark Advisory Solutions
Massachusetts
– -$1.94M -20,362 Closed
SI
795
Saxon Interests
Texas
– -$1.15M -12,065 Closed
CAG
796
Curtis Advisory Group
California
– -$1.11M -11,633 Closed
MWM
797
Merriman Wealth Management
Washington
– -$968K -10,147 Closed
JFG
798
JMG Financial Group
Illinois
– -$848K -8,892 Closed
SBH
799
Segall Bryant & Hamill
Illinois
– -$729K -7,636 Closed
BCM
800
Beaumont Capital Management
Massachusetts
– -$558K -5,853 Closed
30 31
32
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