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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 %
SFSG
201
Sound Financial Strategies Group
Mississippi
$4.86M +$4.85M +51,816 +323,850%
CCMG
202
Clark Capital Management Group
Pennsylvania
$4.81M +$4.81M +51,368 New
CSPAM
203
Cary Street Partners Asset Management
Virginia
$4.76M -$108K -1,153 -2%
CCFM
204
Clear Creek Financial Management
Washington
$4.76M -$447K -4,770 -9%
GIS
205
Grayhawk Investment Strategies
Alberta, Canada
$4.71M -$1.33M -7,780 -22%
TWM
206
Tradition Wealth Management
Minnesota
$4.69M +$2.98M +31,849 +175%
DI
207
Disciplined Investments
Oklahoma
$4.68M -$102K -1,086 -2%
KPWS
208
Kestra Private Wealth Services
Texas
$4.59M +$3.91M +41,762 +579%
JIC
209
Johnson Investment Counsel
Ohio
$4.52M +$153K +1,629 +3%
MA
210
Mutual Advisors
Nebraska
$4.52M +$1.16M +12,330 +34%
CDH
211
Charles D. Hyman
$4.51M -$10.7K -150 -0.2%
CCM
212
Condor Capital Management
New Jersey
$4.4M -$132K -1,405 -3%
AF
213
Advisornet Financial
Minnesota
$4.37M +$927K +9,891 +27%
FPF
214
First Pacific Financial
Washington
$4.3M -$46.9K -501 -1%
DW
215
Domani Wealth
Pennsylvania
$4.27M +$555K +5,923 +15%
CFO
216
Callan Family Office
Pennsylvania
$4.24M +$292K +3,118 +7%
CAG
217
Csenge Advisory Group
Florida
$4.23M +$1.55M +16,566 +58%
LL
218
LWMG LLC
Minnesota
$4.18M +$954K +10,184 +30%
CWM
219
Centurion Wealth Management
Virginia
$4.16M +$1.31M +13,953 +46%
BWM
220
BlackDiamond Wealth Management
New York
$4.13M +$1.71M +18,004 +71%
W
221
Wealthquest
Ohio
$4.13M +$207K +2,205 +5%
WAL
222
W Advisors LLC
Tennessee
$4.1M +$625K +6,667 +18%
BSW
223
Buckingham Strategic Wealth
Missouri
$4.04M
BFA
224
BMS Financial Advisors
South Dakota
$4.03M -$1.4M -14,926 -26%
OFG
225
Omega Financial Group
California
$3.93M +$107K +1,147 +3%