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iShares MSCI EAFE Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.55B -$703M -7,256,569 -31%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$812M +$13.3M +137,178 +2%
Morgan Stanley
3
Morgan Stanley
New York
$711M +$280M +2,886,814 +65%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$427M -$64.9M -670,500 -13%
LPL Financial
5
LPL Financial
California
$404M -$158M -1,635,306 -28%
Bank of America
6
Bank of America
North Carolina
$377M -$38M -392,646 -9%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$209M -$98.1M -1,013,297 -32%
BlackRock
8
BlackRock
New York
$183M -$148M -1,527,951 -45%
PAS
9
Park Avenue Securities
New York
$154M -$84.8M -875,333 -36%
Osaic Holdings
10
Osaic Holdings
Arizona
$153M -$167M -1,722,235 -52%
US Bancorp
11
US Bancorp
Minnesota
$148M -$8.28M -85,463 -5%
Wells Fargo
12
Wells Fargo
California
$129M -$11.3M -117,122 -8%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$128M +$4.69M +48,395 +4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$108M -$2.32M -23,958 -2%
MML Investors Services
15
MML Investors Services
Massachusetts
$108M -$53.3M -550,629 -33%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$102M -$29.5M -304,087 -22%
AWM
17
AE Wealth Management
Kansas
$96.1M -$4.68M -48,166 -5%
Ameriprise
18
Ameriprise
Minnesota
$95.5M -$33M -341,018 -26%
FWI
19
Facet Wealth Inc
Maryland
$93.9M +$93.9M +957,665 New
M&T Bank
20
M&T Bank
New York
$93.8M -$3.81M -39,293 -4%
UBS Group
21
UBS Group
Switzerland
$88.9M -$3.88M -40,020 -4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$86.7M -$41.6M -429,041 -32%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$75.4M -$25.1M -259,224 -25%
OIA
24
OneDigital Investment Advisors
Kansas
$60.8M -$9.23M -95,298 -13%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$59.9M -$16M -164,998 -21%