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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 %
CFA
126
Cahill Financial Advisors
Minnesota
$9.28M +$326K +3,780 +4%
GWSA
127
Global Wealth Strategies & Associates
Colorado
$9.21M +$864K +10,017 +10%
SWA
128
Strata Wealth Advisors
Texas
$8.95M +$8.95M +103,710 New
GC
129
Gratus Capital
Georgia
$8.86M -$72.2K -837 -0.8%
KCM
130
KM Capital Management
Texas
$8.81M -$938K -10,870 -10%
KOC
131
Koss-Olinger Consulting
Florida
$8.81M -$127K -1,476 -1%
RW
132
Regimen Wealth
Georgia
$8.74M -$161K -1,861 -2%
FFA
133
Farther Finance Advisors
California
$8.62M +$760K +8,812 +10%
KFI
134
Key Financial Inc
Pennsylvania
$8.41M -$192K -2,230 -2%
SXL
135
Summit X LLC
Missouri
$8.37M -$1.69M -19,614 -17%
CFGS
136
Concourse Financial Group Securities
Alabama
$8.37M -$2.36M -27,298 -22%
JFGIW
137
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.26M -$387K -4,485 -4%
PPP
138
Private Portfolio Partners
New Jersey
$8.25M +$231K +2,677 +3%
WP
139
WealthShield Partners
North Carolina
$7.91M -$1.1M -12,747 -12%
CS
140
Comerica Securities
Michigan
$7.88M -$2.42M -27,987 -23%
AR
141
Apeiron RIA
Texas
$7.77M -$912K -10,564 -11%
VHAM
142
Van Hulzen Asset Management
California
$7.75M -$1.82M -21,076 -19%
CWM
143
Cranbrook Wealth Management
Michigan
$7.74M -$110K -1,271 -1%
Citigroup
144
Citigroup
New York
$7.66M +$1.75M +20,221 +29%
SW
145
Simplicity Wealth
New Jersey
$7.63M +$266K +3,082 +4%
DE
146
Day & Ennis
Georgia
$7.61M -$591K -6,844 -7%
AWE
147
Avidian Wealth Enterprises
Texas
$7.56M -$261K -3,020 -3%
CL
148
Choreo LLC
Illinois
$7.3M +$592K +6,863 +9%
RWP
149
Revolve Wealth Partners
New Jersey
$7.27M -$1.06M -12,329 -13%
BFPW
150
BOK Financial Private Wealth
Colorado
$7.16M +$272K +3,156 +4%