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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 %
FHA
201
First Horizon Advisors
Tennessee
$4.96M -$1.12M -11,600 -18%
HL
202
Harding Loevner
New Jersey
$4.93M +$4.07M +42,031 +476%
LL
203
LWMG LLC
Minnesota
$4.89M +$308K +3,182 +7%
MGWM
204
Marks Group Wealth Management
Minnesota
$4.77M -$2.11M -21,781 -31%
GW
205
GW & Wade
Massachusetts
$4.73M +$459K +4,739 +11%
TC
206
TownSquare Capital
Utah
$4.73M -$1.01M -10,445 -18%
RCAG
207
Rehmann Capital Advisory Group
Michigan
$4.69M +$50.9K +526 +1%
MAM
208
MMA Asset Management
Pennsylvania
$4.69M +$111K +1,146 +2%
LA
209
LVW Advisors
New York
$4.66M +$356K +3,674 +8%
W
210
Wealthquest
Ohio
$4.64M +$152K +1,572 +3%
CFO
211
Callan Family Office
Pennsylvania
$4.56M +$211K +2,179 +5%
SCA
212
Snowden Capital Advisors
New York
$4.55M -$2.29M -23,641 -33%
CCM
213
Condor Capital Management
New Jersey
$4.54M +$64.8K +669 +1%
CWM
214
Certus Wealth Management
California
$4.51M -$923K -9,534 -17%
FPF
215
First Pacific Financial
Washington
$4.48M +$247K +2,549 +6%
BSW
216
Buckingham Strategic Wealth
Missouri
$4.46M -$9.78K -101 -0.2%
SL
217
SWMG LLC
Texas
$4.45M -$2.74M -28,319 -38%
MYIA
218
Mount Yale Investment Advisors
Colorado
$4.38M -$1.97M -20,359 -31%
AA
219
Advisory Alpha
Michigan
$4.34M -$1.16M -11,948 -21%
BHWM
220
Bay Harbor Wealth Management
Maryland
$4.34M -$2.26M -23,349 -34%
MWM
221
MorganRosel Wealth Management
Colorado
$4.32M -$738K -7,620 -15%
JFA
222
JNBA Financial Advisors
Minnesota
$4.29M +$329K +3,396 +8%
MFS
223
Madrona Financial Services
Washington
$4.27M -$1.83M -18,936 -30%
PWPS
224
Pinnacle Wealth Planning Services
Ohio
$4.24M +$253K +2,611 +6%
VA
225
Valmark Advisers
Ohio
$4.23M +$26.2K +271 +0.6%
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9
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