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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 %
CPCP
151
Cedar Point Capital Partners
Iowa
$6.77M +$6.77M +69,902 New
CL
152
Choreo LLC
Illinois
$6.75M -$1.44M -14,878 -18%
WA
153
Wealth Alliance
New York
$6.75M -$3.66M -37,841 -35%
PFG
154
PAX Financial Group
Texas
$6.74M -$4.17M -42,363 -38%
MW
155
Maia Wealth
Colorado
$6.74M +$6.74M +69,592 New
EWM
156
Empirical Wealth Management
Washington
$6.73M +$1.78M +18,366 +36%
KFP
157
KMG Fiduciary Partners
Ohio
$6.73M +$5.41M +55,900 +412%
OP
158
ORG Partners
Indiana
$6.72M +$6.59M +68,080 +5,107%
CCFM
159
Clear Creek Financial Management
Washington
$6.72M +$760K +7,849 +13%
DE
160
Day & Ennis
Georgia
$6.64M -$1.9M -19,592 -22%
Neuberger Berman Group
161
Neuberger Berman Group
New York
$6.58M +$6.58M +67,961 New
VHAM
162
Van Hulzen Asset Management
California
$6.56M -$2.13M -22,035 -25%
SXL
163
Summit X LLC
Missouri
$6.55M -$2.85M -29,439 -30%
PFP
164
Pinnacle Financial Partners
Tennessee
$6.54M +$464K +4,793 +8%
CTC
165
Central Trust Company
Missouri
$6.45M -$1.06M -10,971 -14%
Creative Planning
166
Creative Planning
Kansas
$6.39M -$629K -6,492 -9%
AR
167
Apeiron RIA
Texas
$6.35M -$2.36M -24,403 -27%
JIC
168
Johnson Investment Counsel
Ohio
$6.34M +$364K +3,763 +6%
Northern Trust
169
Northern Trust
Illinois
$6.24M +$1.25M +12,951 +25%
Comerica Bank
170
Comerica Bank
Texas
$6.04M +$981K +10,127 +19%
LPAM
171
Lodestar Private Asset Management
California
$6.03M +$794K +8,196 +15%
FAM
172
Forte Asset Management
New York
$6M -$559K -5,773 -9%
EH
173
Equitable Holdings
New York
$5.98M +$1.42M +14,623 +31%
CFGS
174
Concourse Financial Group Securities
Alabama
$5.89M -$3.5M -36,171 -37%
NHC
175
Nicholas Hoffman & Company
Georgia
$5.85M +$157K +1,625 +3%
5 6
7
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