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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
+$280M
2
FWI
Facet Wealth Inc
Maryland
+$93.9M
3
UCFA
United Capital Financial Advisors
Texas
+$45.6M
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
-$703M
2
Osaic Holdings
Osaic Holdings
Arizona
-$167M
3
LPL Financial
LPL Financial
California
-$158M
4
BlackRock
BlackRock
New York
-$148M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$98.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
101
INVST
Indiana
$12.9M -$1.46M -14,932 -10%
William Blair & Company
102
William Blair & Company
Illinois
$12.9M -$2.04M -21,015 -14%
SB
103
Strategic Blueprint
Georgia
$12.6M -$4.27M -44,075 -25%
OWA
104
One Wealth Advisors
California
$12.6M -$1.72M -17,714 -12%
HFA
105
High Falls Advisors
New York
$12.3M -$6.22M -64,263 -34%
BFC
106
Bedel Financial Consulting
Indiana
$12.1M -$35.4K -366 -0.3%
HGWM
107
Horst & Graben Wealth Management
Oregon
$11.9M -$6.53M -67,397 -35%
MCCA
108
Mill Creek Capital Advisors
Pennsylvania
$11.7M -$160K -1,648 -1%
MGIA
109
Moneta Group Investment Advisors
Missouri
$11.7M -$73.9K -763 -0.6%
CW
110
CreativeOne Wealth
Kansas
$11.1M -$8.74M -90,212 -44%
KOC
111
Koss-Olinger Consulting
Florida
$11M +$1.08M +11,101 +11%
RW
112
Regimen Wealth
Georgia
$11M +$1.09M +11,165 +11%
PFA
113
Pettinga Financial Advisors
Indiana
$10.9M -$8.35M -86,230 -43%
CFA
114
Cahill Financial Advisors
Minnesota
$10.8M +$344K +3,550 +3%
WWG
115
West Wealth Group
California
$10.7M -$6.85M -70,751 -39%
LWA
116
Lineweaver Wealth Advisors
Ohio
$10.6M -$3.87M -39,944 -27%
1WM
117
1900 Wealth Management
Texas
$10.6M -$4.44M -45,847 -30%
KWM
118
Keebeck Wealth Management
Illinois
$10.6M -$1.27M -13,063 -11%
ACA
119
Affinity Capital Advisors
California
$10.5M -$2.4M -24,810 -19%
SW
120
SteelPeak Wealth
California
$10.5M -$5.58M -57,631 -35%
SWC
121
Spectrum Wealth Counsel
Indiana
$9.92M +$9.92M +102,464 New
MFG
122
Merit Financial Group
Georgia
$9.86M -$4.74M -48,919 -32%
RA
123
RFG Advisory
Alabama
$9.65M -$1.88M -19,404 -16%
T
124
TNF
Montana
$9.56M -$2.96M -30,232 -24%
GC
125
Gratus Capital
Georgia
$9.45M -$500K -5,163 -5%
3 4
5
6 7