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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.94B +$930M +9,923,520 +46%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$771M -$9.43M -100,692 -1%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$606M +$257M +2,747,559 +74%
LPL Financial
4
LPL Financial
California
$601M +$191M +2,041,010 +47%
Morgan Stanley
5
Morgan Stanley
New York
$467M +$50.4M +537,976 +12%
Bank of America
6
Bank of America
North Carolina
$426M +$3.2M +34,197 +0.8%
BlackRock
7
BlackRock
New York
$400M +$140M +1,498,476 +54%
PAS
8
Park Avenue Securities
New York
$283M +$95.6M +1,020,301 +51%
Osaic Holdings
9
Osaic Holdings
Arizona
$282M +$90.9M +969,688 +48%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$154M +$39M +416,502 +34%
MML Investors Services
11
MML Investors Services
Massachusetts
$152M +$37.2M +397,158 +32%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$144M +$8.66M +92,412 +6%
Wells Fargo
13
Wells Fargo
California
$138M -$1.83M -19,542 -1%
US Bancorp
14
US Bancorp
Minnesota
$124M +$318K +3,395 +0.3%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$118M -$1.5M -16,012 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$112M +$27.3M +291,668 +32%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$110M -$2.07M -22,142 -2%
AWM
18
AE Wealth Management
Kansas
$108M +$14M +149,799 +15%
Ameriprise
19
Ameriprise
Minnesota
$107M +$17.2M +183,667 +19%
M&T Bank
20
M&T Bank
New York
$102M -$685K -7,310 -0.7%
UBS Group
21
UBS Group
Switzerland
$95.1M +$1.35M +14,418 +1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$86.4M +$25.5M +272,683 +42%
JC
23
JB Capital
Connecticut
$70.2M +$24.8M +264,384 +54%
WP
24
WealthSource Partners
California
$61.9M +$16.9M +180,648 +38%
OIA
25
OneDigital Investment Advisors
Kansas
$58.5M +$22.1M +235,884 +61%