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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 %
RWP
76
RWA Wealth Partners
Massachusetts
$19M +$4.16M +42,964 +28%
SWM
77
Shakespeare Wealth Management
Wisconsin
$19M +$923K +9,526 +5%
Prudential Financial
78
Prudential Financial
New Jersey
$18.7M -$8.19M -84,564 -30%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$18M -$1.13M -11,699 -6%
PWA
80
Provenance Wealth Advisors
Florida
$17.8M -$576K -5,947 -3%
BRWA
81
B. Riley Wealth Advisors
Florida
$17.3M -$11.4M -117,533 -40%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$17.3M -$638K -6,585 -4%
NP
83
NorthRock Partners
Minnesota
$16.6M +$15M +154,498 +898%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$15.6M +$8.48M +87,545 +120%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$15.5M -$2.1M -21,640 -12%
TIAA Trust, National Association
86
TIAA Trust, National Association
North Carolina
$15.1M +$299K +3,092 +2%
CFD
87
Creative Financial Designs
Indiana
$14.8M +$284K +2,928 +2%
BTI
88
Blue Trust Inc
Georgia
$14.5M -$5.74M -66,560 -28%
GT
89
Greenleaf Trust
Michigan
$14.4M +$1.64M +16,978 +13%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$14.3M -$10.5M -108,539 -42%
Pathstone Holdings
91
Pathstone Holdings
New Jersey
$14.1M +$14.1M +145,464 New
CCA
92
Checchi Capital Advisers
California
$13.9M +$495K +5,116 +4%
CWA
93
Consilio Wealth Advisors
Washington
$13.9M +$1.09M +11,222 +8%
CA
94
Cetera Advisors
Colorado
$13.8M -$6.14M -63,350 -31%
WAM
95
Wakefield Asset Management
Colorado
$13.7M -$71.1K -734 -0.5%
BCI
96
Brinker Capital Investments
Pennsylvania
$13.4M -$1.15M -12,078 -8%
OPS
97
Orion Portfolio Solutions
Nebraska
$13.4M -$1.15M -12,078 -8%
SCA
98
STALEY CAPITAL ADVISERS
Pennsylvania
$13.2M -$331K -3,414 -2%
SHJ
99
Sharkey, Howes & Javer
Colorado
$13.1M -$5.78M -59,728 -31%
FA
100
Fountainhead AM
New Jersey
$13M +$1.03M +10,679 +9%
2 3
4
5 6