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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 %
EWM
826
Evermay Wealth Management
Virginia
$2.62K +$2.62K +27 New
TVAMP
827
Tennessee Valley Asset Management Partners
Tennessee
$2.34K +$2.34K +24 New
HGERS
828
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
CJ
829
Caitlin John
Michigan
$1.36K +$1.36K +14 New
FWM
830
Focused Wealth Management
New York
$1.27K – – –
NFSG
831
Newbridge Financial Services Group
Florida
$1.07K -$63.7K -658 -98%
FRA
832
Front Row Advisors
California
$1.07K – – –
VF
833
VitalStone Financial
Texas
$1K – – –
TFA
834
Transamerica Financial Advisors
Florida
$1K – – –
RMC
835
Resources Management Corp
Connecticut
$1K +$1K +7 New
BFS
836
Burkett Financial Services
South Carolina
$839 +$839 +9 New
GWSG
837
GPS Wealth Strategies Group
Colorado
$678 – – –
SWM
838
Sanctuary Wealth Management
Idaho
$581 – – –
GTAM
839
Global Trust Asset Management
Florida
$581 +$581 +6 New
GG
840
Gleason Group
Kentucky
$512 – – –
GI
841
GAMMA Investing
California
$389 +$389 +4 New
CAM
842
Creekmur Asset Management
Illinois
$62 +$62 +1 New
Susquehanna International Group
843
Susquehanna International Group
Pennsylvania
– -$6.82M -79,048 Closed
LWM
844
Liberty Wealth Management
California
– -$5.67M -65,645 Closed
OMC
845
Old Mission Capital
Illinois
– -$4.05M -46,900 Closed
CAC
846
Certified Advisory Corp
Florida
– -$48.8K -37,061 Closed
YIH
847
Y-Intercept (HK)
Hong Kong
– -$1.82M -21,147 Closed
SFO
848
Stokes Family Office
Louisiana
– -$1.66M -19,202 Closed
EW
849
Evoke Wealth
California
– -$1.37M -15,923 Closed
PI
850
PineBridge Investments
New York
– -$941K -10,904 Closed
32 33
34
35 36