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iShares MSCI EAFE Growth ETF

753 hedge funds and large institutions have $11.8B invested in iShares MSCI EAFE Growth ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 344 increasing their positions, 223 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
12.05%
Holding in Top 10
86
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+40.98%
% of All Funds
1.38%
New
77
Increased
344
Reduced
223
Closed
68
Calls
$459K
Puts
Net Calls
+$459K
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Shares
Change %
TF
126
Trek Financial
Arizona
$9.6M +$3.59M +38,282 +60%
BFC
127
Bedel Financial Consulting
Indiana
$9.57M +$250K +2,669 +3%
KWM
128
Keebeck Wealth Management
Illinois
$9.51M +$4.29M +45,778 +82%
KFI
129
Key Financial Inc
Pennsylvania
$9.34M -$591K -6,313 -6%
WP
130
WealthShield Partners
North Carolina
$9.22M +$2.8M +29,865 +44%
CWM
131
Cranbrook Wealth Management
Michigan
$9.2M -$1.96M -20,958 -18%
GC
132
Gratus Capital
Georgia
$9.12M +$1.86M +19,908 +26%
AR
133
Apeiron RIA
Texas
$9.08M +$3.13M +33,371 +52%
SWA
134
Strata Wealth Advisors
Texas
$9.02M -$355K -3,791 -4%
Goldman Sachs
135
Goldman Sachs
New York
$9.01M +$336K +3,583 +4%
RW
136
Regimen Wealth
Georgia
$8.95M +$6.18M +63,334 +223%
C1AG
137
Client 1st Advisory Group
Florida
$8.94M +$635K +6,780 +8%
PPP
138
Private Portfolio Partners
New Jersey
$8.77M -$31.4K -335 -0.4%
GWSA
139
Global Wealth Strategies & Associates
Colorado
$8.69M +$2.54M +27,087 +41%
BCM
140
Brookstone Capital Management
Illinois
$8.53M +$2.74M +28,871 +47%
CFA
141
Cahill Financial Advisors
Minnesota
$8.28M +$1.49M +15,868 +22%
SL
142
SWMG LLC
Texas
$8.23M +$2.41M +25,767 +42%
AWE
143
Avidian Wealth Enterprises
Texas
$8.17M +$5.33M +56,916 +188%
BHWM
144
Bay Harbor Wealth Management
Maryland
$8.11M +$2.16M +23,029 +36%
SW
145
Simplicity Wealth
New Jersey
$8.11M +$2.05M +21,874 +34%
Citigroup
146
Citigroup
New York
$8.02M +$236K +2,521 +3%
RWP
147
Revolve Wealth Partners
New Jersey
$8M +$1.43M +15,242 +22%
FFN
148
Focus Financial Network
Minnesota
$7.98M +$1.49M +15,902 +23%
BFPW
149
BOK Financial Private Wealth
Colorado
$7.87M -$645K -6,890 -8%
PA
150
Paragon Advisors
Texas
$7.78M +$6.01M +64,151 +340%