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iShares MSCI EAFE Growth ETF

784 hedge funds and large institutions have $10.3B invested in iShares MSCI EAFE Growth ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 239 increasing their positions, 358 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
-17
Holders Change %
-2.12%
% of All Funds
12.5%
Holding in Top 10
74
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.94%
% of All Funds
1.18%
New
61
Increased
239
Reduced
358
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
101
One Wealth Advisors
California
$12.7M -$3.25M -37,616 -20%
I
102
INVST
Indiana
$12.7M -$1.35M -15,653 -10%
WAM
103
Wakefield Asset Management
Colorado
$12.2M -$1.07M -12,424 -8%
SCA
104
STALEY CAPITAL ADVISERS
Pennsylvania
$12M -$38.7K -449 -0.3%
CCA
105
Checchi Capital Advisers
California
$12M +$18.4K +213 +0.2%
SHIM
106
Stone House Investment Management
Pennsylvania
$11.7M -$2.82M -32,656 -19%
FLA
107
Financial Life Advisors
Texas
$11.5M +$650K +7,531 +6%
ACA
108
Affinity Capital Advisors
California
$11.5M +$3.27M +37,885 +40%
GT
109
Greenleaf Trust
Michigan
$11.4M +$388K +4,494 +4%
CWA
110
Consilio Wealth Advisors
Washington
$11.1M +$377K +4,480 +4%
KFSC
111
Keystone Financial Services (Colorado)
Colorado
$10.9M -$2.7M -31,342 -20%
BFC
112
Bedel Financial Consulting
Indiana
$10.8M -$377K -4,366 -3%
T
113
TNF
Montana
$10.8M -$1.76M -20,967 -14%
FA
114
Fountainhead AM
New Jersey
$10.7M +$228K +2,640 +2%
OAP
115
One Advisory Partners
Kansas
$10.6M -$2.17M -25,100 -17%
MCCA
116
Mill Creek Capital Advisors
Pennsylvania
$10.6M -$308K -3,568 -3%
KWM
117
Keebeck Wealth Management
Illinois
$10.6M -$2.82M -32,628 -21%
MGIA
118
Moneta Group Investment Advisors
Missouri
$10.5M +$308K +3,566 +3%
PFO
119
Pathstone Family Office
New Jersey
$10.4M +$607K +7,030 +6%
SPIA
120
Steward Partners Investment Advisory
New York
$10.3M -$892K -10,331 -8%
RA
121
RFG Advisory
Alabama
$10.3M -$1.77M -20,497 -15%
PWA
122
Physician Wealth Advisors
Utah
$9.99M -$2.36M -27,423 -19%
PFG
123
PAX Financial Group
Texas
$9.57M -$2.28M -26,398 -19%
CWS
124
Cypress Wealth Services
California
$9.5M -$1.55M -17,971 -14%
WA
125
Wealth Alliance
New York
$9.28M -$1.52M -17,593 -14%