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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

761 hedge funds and large institutions have $11.4B invested in iShares MSCI EAFE Growth ETF in 2022 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 235 increasing their positions, 303 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+78
Holders Change %
+11.42%
% of All Funds
12.28%
Holding in Top 10
61
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.67%
% of All Funds
0.98%
New
144
Increased
235
Reduced
303
Closed
46
Calls
$2.19M
Puts
–
Net Calls
+$2.19M
Net Calls Change
+$658K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$312M
2
AWA
2
Arete Wealth Advisors
Illinois
$2.75B
3
PWM
3
PRW Wealth Management
Massachusetts
$55.9M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$54.4M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$32.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.8B
2
Jane Street
2
Jane Street
New York
$60.9M
3
Bank of America
3
Bank of America
North Carolina
$378M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$698M
5
LPL Financial
5
LPL Financial
California
$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAL
226
W Advisors LLC
Tennessee
$3.11M -$29.9K -357 -1%
SWA
227
SOA Wealth Advisors
New York
$3.08M -$1.41M -16,879 -31%
VA
228
Valmark Advisers
Ohio
$3.08M +$384K +4,585 +14%
AF
229
Advisornet Financial
Minnesota
$3.08M -$401K -4,793 -12%
HL
230
Harding Loevner
New Jersey
$3.07M +$1.41M +16,886 +85%
JSW
231
Journey Strategic Wealth
New Jersey
$3.02M +$660K +7,882 +28%
MA
232
Mutual Advisors
Nebraska
$3.01M -$518K -6,184 -15%
MLA
233
My Legacy Advisors
Oregon
$3M +$909K +9,844 +43%
PWMG
234
Provence Wealth Management Group
California
$2.98M -$875K -10,452 -23%
MWM
235
Maripau Wealth Management
Indiana
$2.93M +$315K +3,483 +12%
FRA
236
FFG Retirement Advisors
Colorado
$2.92M +$2.92M +34,810 New
LL
237
LWMG LLC
Minnesota
$2.89M +$2.89M +34,452 New
BWL
238
Bogart Wealth LLC
Virginia
$2.89M -$16.8K -200 -0.6%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$2.88M +$25K +298 +0.9%
JFA
240
JNBA Financial Advisors
Minnesota
$2.88M +$2.46M +29,425 +595%
PAG
241
Private Advisor Group
New Jersey
$2.82M -$260K -3,671 -8%
OCM
242
One Capital Management
California
$2.81M -$127K -1,520 -4%
SFP
243
Sterling Financial Planning
New Jersey
$2.8M +$77.8K +929 +3%
HI
244
Harbour Investments
Wisconsin
$2.79M +$452K +5,401 +19%
UCFA
245
United Capital Financial Advisors
Texas
$2.76M -$1.55M -18,493 -36%
SXL
246
Summit X LLC
Missouri
$2.74M -$2.37M -29,395 -46%
AWM
247
Apollon Wealth Management
South Carolina
$2.69M +$1.32M +15,726 +96%
KFS
248
Kelly Financial Services
Massachusetts
$2.68M +$279K +3,330 +12%
HNB
249
Huntington National Bank
Ohio
$2.66M -$2.45M – –
CWA
250
Clearview Wealth Advisors
Oregon
$2.6M -$1.07M -12,809 -29%
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