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iShares MSCI EAFE Growth ETF
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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
+$25.2M
3
Goldman Sachs
Goldman Sachs
New York
+$24M
4
US Bancorp
US Bancorp
Minnesota
+$23.6M
5
MPW
MA Private Wealth
California
+$20.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$818M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$186M
3
Morgan Stanley
Morgan Stanley
New York
-$98M
4
LPL Financial
LPL Financial
California
-$85.2M
5
BlackRock
BlackRock
New York
-$81.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
801
Veritable
Delaware
– -$485K -5,082 Closed
RCM
802
RNC Capital Management
California
– -$399K -4,180 Closed
AIA
803
Alera Investment Advisors
Illinois
– -$355K -3,725 Closed
IP
804
Ignite Planners
California
– -$321K -3,467 Closed
SIA
805
Soltis Investment Advisors
Utah
– -$307K -3,213 Closed
FNBT
806
FineMark National Bank & Trust
Florida
– -$296K -3,100 Closed
3LCM
807
3D/L Capital Management
Connecticut
– -$291K -3,047 Closed
SF
808
Summit Financial
New Jersey
– -$290K -3,036 Closed
BIP
809
Blueprint Investment Partners
North Carolina
– -$278K -2,913 Closed
OWA
810
Opal Wealth Advisors
New York
– -$264K -2,768 Closed
Financial Engines Advisors
811
Financial Engines Advisors
California
– -$263K -2,757 Closed
KWA
812
Kingswood Wealth Advisors
California
– -$244K -2,562 Closed
DIM
813
Delta Investment Management
California
– -$244K -2,554 Closed
CAS
814
Coppell Advisory Solutions
Texas
– -$237K -2,515 Closed
SAMC
815
Spectrum Asset Management (California)
California
– -$232K -2,435 Closed
MA
816
MKT Advisors
California
– -$231K -2,390 Closed
PP
817
Prosperity Planning
Missouri
– -$227K -2,378 Closed
MOS
818
MGO One Seven
Ohio
– -$225K -2,353 Closed
W
819
WealthOne
New York
– -$222K -2,331 Closed
CM
820
Columbus Macro
Pennsylvania
– -$219K -2,296 Closed
ISWM
821
Independent Solutions Wealth Management
New York
– -$217K -2,273 Closed
BFG
822
Buttonwood Financial Group
Missouri
– -$217K -2,270 Closed
CFS
823
CRA Financial Services
New Jersey
– -$216K -2,266 Closed
LSIA
824
LaSalle St. Investment Advisors
Illinois
– -$214K -2,251 Closed
LNWWM
825
Laird Norton Wetherby Wealth Management
California
– -$214K -2,243 Closed
31 32
33
34 35