EFG icon

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 %
FHA
176
First Horizon Advisors
Tennessee
$6.79M +$496K +5,200 +8%
SWM
177
SigFig Wealth Management
California
$6.78M +$287K +3,047 +4%
CB
178
Commerce Bank
Missouri
$6.76M +$1.18M +12,345 +21%
EL
179
EQ LLC
Washington
$6.69M +$267K +2,802 +4%
OCM
180
One Capital Management
California
$6.59M +$3.72M +38,946 +129%
Citigroup
181
Citigroup
New York
$6.54M -$1.62M -16,984 -20%
T
182
TCWP
Ohio
$6.54M +$52.4K +549 +0.8%
MGWM
183
Marks Group Wealth Management
Minnesota
$6.38M +$253K +2,649 +4%
OP
184
ORG Partners
Indiana
$6.3M +$154K +1,622 +3%
CCFM
185
Clear Creek Financial Management
Washington
$6.24M +$1.4M +14,656 +29%
SWM
186
Spire Wealth Management
Virginia
$6.19M +$434K +4,545 +8%
Creative Planning
187
Creative Planning
Kansas
$6.03M +$897K +9,401 +17%
KCM
188
Kathmere Capital Management
Pennsylvania
$5.94M -$372K -3,895 -6%
AA
189
Advisory Alpha
Michigan
$5.9M +$938K +9,835 +19%
FAM
190
Forte Asset Management
New York
$5.9M -$508K -5,329 -8%
PFP
191
Pinnacle Financial Partners
Tennessee
$5.87M +$309K +3,243 +6%
FWP
192
Firethorn Wealth Partners
Georgia
$5.74M +$95.2K +998 +2%
KPWS
193
Kestra Private Wealth Services
Texas
$5.69M +$1.01M +10,637 +22%
JRP
194
Jasper Ridge Partners
California
$5.67M – – –
SFS
195
Security Financial Services
Indiana
$5.66M +$501K +5,251 +10%
NHC
196
Nicholas Hoffman & Company
Georgia
$5.62M +$13.9K +146 +0.2%
WFPG
197
Waller Financial Planning Group
Ohio
$5.61M -$276K -2,898 -5%
CAG
198
Csenge Advisory Group
Florida
$5.58M +$1.28M +13,392 +30%
SPAS
199
Spectrum Planning & Advisory Services
California
$5.57M +$66K +696 +1%
BJL
200
Brighton Jones LLC
Washington
$5.44M +$30.4K +319 +0.6%
6 7
8
9 10