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iShares MSCI EAFE Growth ETF

716 hedge funds and large institutions have $7.99B invested in iShares MSCI EAFE Growth ETF in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 174 increasing their positions, 350 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
-18
Holders Change %
-2.45%
% of All Funds
11.33%
Holding in Top 10
58
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-27.5%
% of All Funds
0.92%
New
76
Increased
174
Reduced
350
Closed
82
Calls
$48.1M
Puts
$318K
Net Calls
+$47.8M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MGWM
151
Marks Group Wealth Management
Minnesota
$4.92M -$1.3M -13,485 -21%
EWA
152
EP Wealth Advisors
California
$4.84M +$3.4M +35,290 +235%
DI
153
Disciplined Investments
Oklahoma
$4.84M +$1.4M +14,498 +41%
WP
154
WealthShield Partners
North Carolina
$4.82M -$2.29M -23,774 -32%
DADC
155
D.A. Davidson & Co
Montana
$4.79M +$478K +4,964 +11%
SCA
156
Snowden Capital Advisors
New York
$4.76M +$17.8K +185 +0.4%
BSW
157
Buckingham Strategic Wealth
Missouri
$4.72M -$12.6K -131 -0.3%
RSWM
158
Robertson Stephens Wealth Management
California
$4.7M -$892K -9,267 -16%
EFL
159
ERn Financial LLC
Wisconsin
$4.68M -$6.2M -64,424 -57%
WF
160
Williams Financial
Vermont
$4.65M -$636K -6,600 -12%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$4.57M -$14.2M -147,356 -76%
SPC
162
Sigma Planning Corp
Michigan
$4.56M -$88.6K -920 -2%
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$4.51M -$298K -3,100 -6%
LCM
164
Leisure Capital Management
California
$4.44M +$1.46M +15,207 +49%
MCM
165
MV Capital Management
Maryland
$4.43M -$1.05M -10,914 -19%
CSPAM
166
Cary Street Partners Asset Management
Virginia
$4.38M -$45K -468 -1%
JPMPWA
167
J.P. Morgan Private Wealth Advisors
California
$4.35M -$11.4M -118,543 -72%
CCM
168
Condor Capital Management
New Jersey
$4.31M +$8.57K +89 +0.2%
AA
169
Advisory Alpha
Michigan
$4.28M -$109K -1,136 -2%
PWM
170
Perigon Wealth Management
California
$4.22M +$144K +1,499 +4%
LA
171
LVW Advisors
New York
$4.15M -$1.06M -11,048 -20%
OFG
172
Omega Financial Group
California
$4.15M +$378K +3,926 +10%
AWM
173
Aries Wealth Management
Maine
$4.15M +$4.15M +43,096 New
SWA
174
Stratos Wealth Advisors
Ohio
$4.15M -$1.79M -18,560 -30%
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$4.12M +$1.39M +14,418 +51%