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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 %
LWA
101
Lineweaver Wealth Advisors
Ohio
$13.9M +$504K +5,280 +4%
CFD
102
Creative Financial Designs
Indiana
$13.8M +$1.22M +12,800 +10%
PWA
103
Physician Wealth Advisors
Utah
$13.6M +$240K +2,533 +2%
SCA
104
STALEY CAPITAL ADVISERS
Pennsylvania
$13.3M -$85.9K -900 -0.6%
RA
105
RFG Advisory
Alabama
$13.3M -$1.32M -13,838 -9%
CCA
106
Checchi Capital Advisers
California
$13.2M +$299K +3,136 +2%
PFG
107
PAX Financial Group
Texas
$13.1M -$71K -744 -0.5%
TF
108
TIAA FSB
Florida
$12.6M +$435K +4,564 +4%
CWS
109
Cypress Wealth Services
California
$12.4M +$1.83M +18,852 +17%
SPIA
110
Steward Partners Investment Advisory
New York
$12.4M +$1.29M +13,469 +12%
BFC
111
Bedel Financial Consulting
Indiana
$12.3M +$2.6M +27,257 +27%
CWA
112
Consilio Wealth Advisors
Washington
$12.2M -$6.01K -63 -0%
GT
113
Greenleaf Trust
Michigan
$12.1M -$134K -1,400 -1%
MCCA
114
Mill Creek Capital Advisors
Pennsylvania
$12M +$5.15M +53,979 +75%
FLA
115
Financial Life Advisors
Texas
$12M +$4.15M +43,449 +53%
WA
116
Wealth Alliance
New York
$11.9M +$716K +7,500 +6%
CFGS
117
Concourse Financial Group Securities
Alabama
$11.9M +$270K +2,829 +2%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$11.8M -$2.46M -25,764 -17%
FA
119
Fountainhead AM
New Jersey
$11.6M +$23.8K +249 +0.2%
FTUS
120
Flow Traders U.S.
New York
$11.5M -$35.4M -371,501 -76%
CS
121
Comerica Securities
Michigan
$11.4M -$96.1K -1,007 -0.8%
MGIA
122
Moneta Group Investment Advisors
Missouri
$11.3M -$58.9K -617 -0.5%
SXL
123
Summit X LLC
Missouri
$11.1M -$204K -2,135 -2%
SL
124
Sentinus LLC
Illinois
$11M +$143K +1,499 +1%
PFO
125
Pathstone Family Office
New Jersey
$10.8M – – –
3 4
5
6 7