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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 %
BHWM
801
Beaird Harris Wealth Management
Texas
$85 -$2.81K -33 -97%
PWM
802
PRW Wealth Management
Massachusetts
– -$11M -114,674 Closed
PA
803
Paragon Advisors
Texas
– -$7.78M -83,027 Closed
AAS
804
Ameritas Advisory Services
Nebraska
– -$6.59M -68,372 Closed
BAM
805
Belpointe Asset Management
Nevada
– -$2.66M -28,407 Closed
Jane Street
806
Jane Street
New York
– -$1.7M -18,187 Closed
NRI
807
NFP Retirement Inc
California
– -$1.23M -13,182 Closed
SP
808
Successful Portfolios
Florida
– -$932K -9,954 Closed
YIH
809
Y-Intercept (HK)
Hong Kong
– -$874K -9,333 Closed
Renaissance Technologies
810
Renaissance Technologies
New York
– -$815K -8,700 Closed
WFM
811
Wolff Financial Management
Michigan
– -$685K -7,314 Closed
HF
812
HRT Financial
New York
– -$636K -6,790 Closed
MHS
813
M Holdings Securities
Oregon
– -$336K -3,591 Closed
WA
814
WBH Advisory
Maryland
– -$332K -3,540 Closed
NFP
815
NorthLanding Financial Partners
New York
– -$314K -3,354 Closed
FCA
816
Fortis Capital Advisors
Kansas
– -$264K -2,814 Closed
FA
817
Flagstar Advisors
New York
– -$236K -2,515 Closed
FIM
818
Freedom Investment Management
Connecticut
– -$221K -2,363 Closed
C
819
CEDRUS
Colorado
– -$215K -2,294 Closed
RWA
820
Rooted Wealth Advisors
Illinois
– -$209K -2,192 Closed
FA
821
Fortis Advisors
Pennsylvania
– -$106K -1,133 Closed
TRCT
822
Tower Research Capital (TRC)
New York
– -$67K -718 Closed
BA
823
Bellwether Advisors
Nebraska
– -$54K -576 Closed
MWC
824
MBM Wealth Consultants
Missouri
– -$2K -444 Closed
HPC
825
HM Payson & Co
Maine
– -$37.5K -400 Closed
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