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iShares MSCI EAFE Growth ETF

753 hedge funds and large institutions have $11.8B invested in iShares MSCI EAFE Growth ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 344 increasing their positions, 223 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
12.05%
Holding in Top 10
86
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+40.98%
% of All Funds
1.38%
New
77
Increased
344
Reduced
223
Closed
68
Calls
$459K
Puts
Net Calls
+$459K
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
176
Kathmere Capital Management
Pennsylvania
$6.2M -$271K -2,888 -4%
FHA
177
First Horizon Advisors
Tennessee
$6.18M -$1.68M -17,881 -21%
OP
178
ORG Partners
Indiana
$6.09M +$6.09M +64,800 New
FFA
179
Farther Finance Advisors
California
$6.02M +$2.2M +23,462 +57%
MGWM
180
Marks Group Wealth Management
Minnesota
$6.01M +$1.1M +11,728 +22%
WFPG
181
Waller Financial Planning Group
Ohio
$5.78M -$536K -5,717 -8%
NL
182
NWAM LLC
Washington
$5.76M +$2.27M +24,178 +65%
FWP
183
Firethorn Wealth Partners
Georgia
$5.68M +$1.78M +18,596 +46%
SWM
184
Spire Wealth Management
Virginia
$5.65M +$2.92M +31,173 +107%
JRP
185
Jasper Ridge Partners
California
$5.56M
NHC
186
Nicholas Hoffman & Company
Georgia
$5.5M -$206K -2,203 -4%
CB
187
Commerce Bank
Missouri
$5.49M +$176K +1,882 +3%
PFP
188
Pinnacle Financial Partners
Tennessee
$5.46M +$35.8K +382 +0.7%
SPAS
189
Spectrum Planning & Advisory Services
California
$5.43M +$1.9M +20,269 +54%
BJL
190
Brighton Jones LLC
Washington
$5.31M +$118K +1,264 +2%
Northern Trust
191
Northern Trust
Illinois
$5.28M -$319K -3,408 -6%
RCAG
192
Rehmann Capital Advisory Group
Michigan
$5.26M +$33.6K +359 +0.6%
Natixis Advisors
193
Natixis Advisors
Massachusetts
$5.23M -$4.78M -50,996 -48%
PAG
194
Private Advisor Group
New Jersey
$5.1M +$1.36M +14,497 +36%
SFS
195
Security Financial Services
Indiana
$5.06M +$1.49M +15,887 +42%
Creative Planning
196
Creative Planning
Kansas
$5.04M -$149K -1,590 -3%
GT
197
Glenmede Trust
Pennsylvania
$4.89M -$956K -10,208 -16%
WAS
198
Wealth Advisory Solutions
Indiana
$4.89M +$891K +9,508 +22%
PWM
199
Perigon Wealth Management
California
$4.87M +$1.03M +11,046 +27%
AA
200
Advisory Alpha
Michigan
$4.87M -$16.5K -176 -0.3%