EFG icon

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
$711M
2
FWI
Facet Wealth Inc
Maryland
$93.9M
3
UCFA
United Capital Financial Advisors
Texas
$47.1M
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
$1.55B
2
Osaic Holdings
Osaic Holdings
Arizona
$153M
3
LPL Financial
LPL Financial
California
$404M
4
BlackRock
BlackRock
New York
$183M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
126
Private Portfolio Partners
New Jersey
$9.43M +$165K +1,702 +2%
FLA
127
Financial Life Advisors
Texas
$9.28M -$3.66M -37,765 -28%
FFA
128
Farther Finance Advisors
California
$9.19M -$487K -5,025 -5%
KFI
129
Key Financial Inc
Pennsylvania
$9.02M -$413K -4,266 -4%
CWM
130
Cranbrook Wealth Management
Michigan
$8.68M -$10.8K -112 -0.1%
OAP
131
One Advisory Partners
Kansas
$8.48M -$3.44M -35,510 -29%
JFGIW
132
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.45M -$820K -8,471 -9%
TWM
133
Tanglewood Wealth Management
Texas
$8.44M +$2.42M +25,028 +40%
SPIA
134
Steward Partners Investment Advisory
New York
$8.42M -$3.13M -32,341 -27%
CWS
135
Cypress Wealth Services
California
$8.39M -$2.27M -23,459 -21%
SW
136
Simplicity Wealth
New Jersey
$8.28M -$282K -2,913 -3%
BCM
137
Brookstone Capital Management
Illinois
$8.02M +$714K +7,375 +10%
SHIM
138
Stone House Investment Management
Pennsylvania
$8.01M -$5.08M -52,405 -39%
KFSC
139
Keystone Financial Services (Colorado)
Colorado
$7.88M -$4.34M -44,784 -35%
CB
140
Commerce Bank
Missouri
$7.88M +$2.88M +29,746 +58%
PWA
141
Physician Wealth Advisors
Utah
$7.86M -$3.23M -33,803 -29%
TWM
142
TSA Wealth Management
Texas
$7.71M +$7.71M +79,604 New
SP
143
Stonebrook Private
Michigan
$7.66M +$7.66M +79,085 New
BFPW
144
BOK Financial Private Wealth
Colorado
$7.64M -$390K -4,023 -5%
AA
145
Axiom Advisory
California
$7.3M +$28.4K +293 +0.4%
Franklin Resources
146
Franklin Resources
California
$7.25M +$6.65M +68,645 +1,096%
IA
147
IFP Advisors
Florida
$7.24M -$513K -5,298 -7%
KPWS
148
Kestra Private Wealth Services
Texas
$6.95M +$446K +4,603 +7%
Citigroup
149
Citigroup
New York
$6.86M -$1.75M -18,024 -20%
KCM
150
KM Capital Management
Texas
$6.79M -$3.1M -32,033 -31%
4 5
6
7 8