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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 %
S
801
SignatureFD
Georgia
$8.14K -$5.23K -54 -39%
FDCP
802
Foster Dykema Cabot & Partners
Massachusetts
$8.14K +$8.14K +84 New
TCM
803
Tanaka Capital Management
New York
$8K – – –
DFA
804
DHJJ Financial Advisors
Illinois
$7.65K – – –
BC
805
Bartlett & Co
Ohio
$7K – – –
BCWM
806
Bartlett & Co Wealth Management
Ohio
$6.97K – – –
TFA
807
Toth Financial Advisory
Virginia
$6.88K -$9.69K -100 -58%
CP
808
Castleview Partners
Texas
$6.78K +$6.78K +70 New
TAM
809
Townsend Asset Management
North Carolina
$6.14K – – –
NCM
810
Northwest Capital Management
Oregon
$6.1K – – –
TF
811
Tompkins Financial
New York
$6.01K +$6.01K +62 New
BBPWM
812
Blue Bell Private Wealth Management
Pennsylvania
$5.91K – – –
RG
813
Retirement Group
California
$5.59K +$5.59K +58 New
VL
814
Vima LLC
Michigan
$5.42K +$5.42K +56 New
RIL
815
Rothschild Investment LLC
Illinois
$5.42K +$5.42K +56 New
CIAS
816
Capital Investment Advisory Services
North Carolina
$4.46K – – –
HT
817
Headlands Technologies
Illinois
$4.36K -$27.5K -284 -86%
VCM
818
Versant Capital Management
Arizona
$4.17K – – –
BCMLT
819
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.06K – – –
OSNBOA
820
Old Second National Bank of Aurora
Illinois
$3.97K -$5.33K -55 -57%
NMG
821
New Millennium Group
Utah
$3.58K – – –
TRCT
822
Tower Research Capital (TRC)
New York
$3.29K -$6.97K -72 -68%
CTWM
823
Cherry Tree Wealth Management
Minnesota
$3K – – –
HDIM
824
Hanson & Doremus Investment Management
Vermont
$3K +$3K +29 New
SN
825
Sittner & Nelson
Oregon
$2.91K +$2.91K +30 New
31 32
33
34 35