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iShares MSCI EAFE Growth ETF

784 hedge funds and large institutions have $10.3B invested in iShares MSCI EAFE Growth ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 239 increasing their positions, 358 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
-17
Holders Change %
-2.12%
% of All Funds
12.5%
Holding in Top 10
74
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.94%
% of All Funds
1.18%
New
61
Increased
239
Reduced
358
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
176
First Horizon Advisors
Tennessee
$5.42M -$719K -8,328 -12%
PFP
177
Pinnacle Financial Partners
Tennessee
$5.42M +$106K +1,231 +2%
TWM
178
Tanglewood Wealth Management
Texas
$5.36M -$3.19M -37,008 -37%
JIC
179
Johnson Investment Counsel
Ohio
$5.33M +$884K +10,243 +20%
AAS
180
Ameritas Advisory Services
Nebraska
$5.33M +$5.33M +61,709 New
KCM
181
Kathmere Capital Management
Pennsylvania
$5.32M -$52.1K -604 -1%
CCFM
182
Clear Creek Financial Management
Washington
$5.31M -$336K -3,888 -6%
EWMCB
183
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.29M +$4.98M +57,744 +1,610%
SA
184
Scarborough Advisors
Maryland
$5.26M -$1.34M -15,483 -20%
WF
185
Williams Financial
Vermont
$5.17M -$1.3M -15,062 -20%
JRP
186
Jasper Ridge Partners
California
$5.13M
TC
187
TownSquare Capital
Utah
$5.12M +$3.98M +46,095 +349%
SWM
188
Spire Wealth Management
Virginia
$5.09M -$508K -5,890 -9%
NHC
189
Nicholas Hoffman & Company
Georgia
$5.07M -$12.7K -147 -0.2%
WFPG
190
Waller Financial Planning Group
Ohio
$5M -$71.8K -832 -1%
AA
191
Advisory Alpha
Michigan
$4.9M -$433K -5,012 -8%
CWM
192
Certus Wealth Management
California
$4.84M +$2.49M +28,876 +106%
BJL
193
Brighton Jones LLC
Washington
$4.79M -$132K -1,527 -3%
KFS
194
Kelly Financial Services
Massachusetts
$4.75M -$1.83M -21,249 -28%
LPAM
195
Lodestar Private Asset Management
California
$4.66M +$1.34M +15,519 +40%
SWM
196
SigFig Wealth Management
California
$4.63M -$1.59M -18,465 -26%
CSPAM
197
Cary Street Partners Asset Management
Virginia
$4.6M +$134K +1,555 +3%
CDH
198
Charles D. Hyman
$4.52M +$141K +2,050 +3%
MWM
199
MorganRosel Wealth Management
Colorado
$4.51M +$1.02M +11,828 +29%
Comerica Bank
200
Comerica Bank
Texas
$4.51M +$4.51M +52,238 New