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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

801 hedge funds and large institutions have $12.8B invested in iShares MSCI EAFE Growth ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 380 increasing their positions, 214 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+48
Holders Change %
+6.37%
% of All Funds
12.63%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.34%
New
93
Increased
380
Reduced
214
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$73.5M
3
AssetMark Inc
AssetMark Inc
California
+$67.1M
4
Morgan Stanley
Morgan Stanley
New York
+$57.5M
5
MML Investors Services
MML Investors Services
Massachusetts
+$39.2M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$35.4M
2
OMC
Old Mission Capital
Illinois
-$34.6M
3
PWM
PRW Wealth Management
Massachusetts
-$11M
4
M1FG
Mach-1 Financial Group
Arkansas
-$9.65M
5
PA
Paragon Advisors
Texas
-$7.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
C1AG
151
Client 1st Advisory Group
Florida
$8.52M -$582K -6,099 -6%
FFN
152
Focus Financial Network
Minnesota
$8.36M +$232K +2,432 +3%
BHWM
153
Bay Harbor Wealth Management
Maryland
$8.18M -$75K -786 -0.9%
SS
154
Simplicity Solutions
Minnesota
$8.14M -$5.34M -55,945 -40%
SW
155
Simplicity Wealth
New Jersey
$8.14M -$112K -1,171 -1%
RIA
156
Regal Investment Advisors
Michigan
$7.91M +$196K +2,057 +3%
AF
157
Allworth Financial
California
$7.81M -$4.93M -51,623 -39%
LWM
158
Liberty Wealth Management
California
$7.77M +$12K +126 +0.2%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$7.71M -$5.89M -61,694 -43%
BFPW
160
BOK Financial Private Wealth
Colorado
$7.61M -$398K -4,169 -5%
CL
161
Choreo LLC
Illinois
$7.42M +$166K +1,739 +2%
PWM
162
Perigon Wealth Management
California
$7.39M +$2.43M +25,505 +49%
IA
163
IFP Advisors
Florida
$7.35M +$4.55M +47,697 +162%
SCA
164
Snowden Capital Advisors
New York
$7.33M +$243K +2,546 +3%
MFA
165
Mayflower Financial Advisors
Massachusetts
$7.32M -$522K -5,476 -7%
SA
166
Scarborough Advisors
Maryland
$7.3M +$325K +3,405 +5%
KFS
167
Kelly Financial Services
Massachusetts
$7.28M +$485K +5,080 +7%
ASN
168
Advisory Services Network
Georgia
$7.27M +$272K +2,852 +4%
WF
169
Williams Financial
Vermont
$7.15M +$594K +6,221 +9%
AA
170
Axiom Advisory
California
$7.13M +$124K +1,301 +2%
MYIA
171
Mount Yale Investment Advisors
Colorado
$7.06M +$276K +2,893 +4%
CTC
172
Central Trust Company
Missouri
$6.98M +$356K +3,734 +5%
GIS
173
Grayhawk Investment Strategies
Alberta, Canada
$6.96M +$4.34M +45,500 +165%
PAG
174
Private Advisor Group
New Jersey
$6.89M +$1.65M +17,145 +32%
VWM
175
Venturi Wealth Management
Texas
$6.89M +$3.8M +39,868 +123%
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