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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.8B
2
Jane Street
Jane Street
New York
$60.9M
3
Bank of America
Bank of America
North Carolina
$378M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$698M
5
LPL Financial
LPL Financial
California
$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
251
GHP Investment Advisors
Colorado
$2.59M -$1.06M -12,619 -29%
CAM
252
Crestone Asset Management
Colorado
$2.59M -$747K -8,924 -22%
EWM
253
Empirical Wealth Management
Washington
$2.56M +$251K +2,996 +11%
CWM
254
Centurion Wealth Management
Virginia
$2.55M +$2.55M +30,409 New
AWE
255
Avidian Wealth Enterprises
Texas
$2.53M -$156K -1,863 -6%
SWM
256
Spire Wealth Management
Virginia
$2.44M -$30.1K -359 -1%
MYIA
257
Mount Yale Investment Advisors
Colorado
$2.43M -$2.84M -33,960 -54%
Franklin Resources
258
Franklin Resources
California
$2.4M +$2.06M +24,634 +614%
CAG
259
Csenge Advisory Group
Florida
$2.39M +$92.5K +1,104 +4%
DADC
260
D.A. Davidson & Co
Montana
$2.39M -$388K -4,630 -14%
LPAM
261
Lodestar Private Asset Management
California
$2.39M +$2.39M +28,498 New
RW
262
Regimen Wealth
Georgia
$2.37M +$2.37M +28,363 New
GVAG
263
Great Valley Advisor Group
Delaware
$2.37M -$59.1K -706 -2%
DWT
264
Dorsey & Whitney Trust
South Dakota
$2.35M +$383K +4,576 +19%
MAM
265
MMA Asset Management
Pennsylvania
$2.35M +$254K +3,034 +12%
STA
266
Summit Trail Advisors
New York
$2.32M +$1.6M +19,084 +221%
WWP
267
WR Wealth Planners
Missouri
$2.3M -$312K -3,722 -12%
SFG
268
StrategIQ Financial Group
Indiana
$2.29M -$145K -1,731 -6%
TCA
269
Transcend Capital Advisors
New Jersey
$2.28M -$648K -7,735 -22%
IA
270
IFP Advisors
Florida
$2.27M -$745K -12,904 -25%
BWM
271
BlackDiamond Wealth Management
New York
$2.23M -$94.1K -1,072 -4%
VW
272
Vance Wealth
California
$2.22M -$281K -3,350 -11%
DWMS
273
Dominguez Wealth Management Solutions
Virginia
$2.21M +$2.21M +26,372 New
CIC
274
Carnegie Investment Counsel
Ohio
$2.21M -$21.1K -252 -0.9%
IIC
275
Ironwood Investment Counsel
Arizona
$2.16M +$2.16M +25,847 New
9 10
11
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