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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
$3.13B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$690M
3
AssetMark Inc
AssetMark Inc
California
$69.3M
4
Morgan Stanley
Morgan Stanley
New York
$533M
5
MML Investors Services
MML Investors Services
Massachusetts
$194M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$11.5M
2
OMC
Old Mission Capital
Illinois
$2.7M
3
PWM
PRW Wealth Management
Massachusetts
$0
4
M1FG
Mach-1 Financial Group
Arkansas
$0
5
PA
Paragon Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$20.8M -$1.12M -11,737 -5%
CG
77
Colony Group
Massachusetts
$20.5M +$587K +6,153 +3%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$20.4M +$269K +2,862 +1%
RFA
79
RTD Financial Advisors
Pennsylvania
$20.3M +$152K +1,590 +0.8%
WWG
80
West Wealth Group
California
$19.7M +$650K +6,812 +3%
SW
81
SteelPeak Wealth
California
$19.7M +$30.5K +320 +0.2%
AAS
82
Avantax Advisory Services
Texas
$19M +$653K +6,840 +4%
BCI
83
Brinker Capital Investments
Pennsylvania
$19M +$1.83M +19,175 +11%
OPS
84
Orion Portfolio Solutions
Nebraska
$19M +$1.83M +19,175 +11%
OWA
85
One Wealth Advisors
California
$17.7M +$2.1M +22,005 +13%
CW
86
Connectus Wealth
Ohio
$17.2M +$15.8M +165,344 +1,109%
SWM
87
Shakespeare Wealth Management
Wisconsin
$17.1M -$561K -5,877 -3%
SB
88
Strategic Blueprint
Georgia
$17M +$1.9M +19,926 +13%
MFG
89
Merit Financial Group
Georgia
$16.4M +$353K +3,699 +2%
SHIM
90
Stone House Investment Management
Pennsylvania
$16M +$629K +6,593 +4%
I
91
INVST
Indiana
$15.5M +$2.42M +25,349 +18%
KFSC
92
Keystone Financial Services (Colorado)
Colorado
$15M -$2K -21 -0%
RWP
93
RWA Wealth Partners
Massachusetts
$15M -$698K -7,311 -4%
1WM
94
1900 Wealth Management
Texas
$14.8M +$2.05M +21,493 +16%
KWM
95
Keebeck Wealth Management
Illinois
$14.8M +$5.11M +53,559 +53%
WAM
96
Wakefield Asset Management
Colorado
$14.7M +$146K +1,528 +1%
William Blair & Company
97
William Blair & Company
Illinois
$14.7M +$471K +4,936 +3%
CSPIA
98
Cary Street Partners Investment Advisory
Virginia
$14.7M +$6.86M +71,850 +88%
T
99
TNF
Montana
$14.2M +$157K +1,641 +1%
OAP
100
One Advisory Partners
Kansas
$14.1M +$513K +5,376 +4%
2 3
4
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