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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

697 hedge funds and large institutions have $6.79B invested in iShares MSCI EAFE Growth ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 262 increasing their positions, 264 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-19
Holders Change %
-2.65%
% of All Funds
11.79%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.95%
New
70
Increased
262
Reduced
264
Closed
77
Calls
$1.61M
Puts
–
Net Calls
+$1.61M
Net Calls Change
-$46.2M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$118M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$58.2M
3
Jane Street
Jane Street
New York
+$33.3M
4
5L
55I LLC
Massachusetts
+$27M
5
M&T Bank
M&T Bank
New York
+$26.7M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$1B
2
LOAMU
Lombard Odier Asset Management (USA)
New York
-$46.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$31.8M
4
BlackRock
BlackRock
New York
-$21.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
276
Meridian Wealth Management
Kentucky
$1.41M +$1.19M +14,745 +543%
FMTC
277
Farmers & Merchants Trust Company
California
$1.4M -$965 -12 -0.1%
MCWS
278
McKinley Carter Wealth Services
West Virginia
$1.38M -$244K -3,033 -15%
BTWM
279
Baker Tilly Wealth Management
Wisconsin
$1.38M -$80.8K -1,004 -6%
WT
280
Washington Trust
Rhode Island
$1.36M – – –
PFGIA
281
Patriot Financial Group Insurance Agency
Massachusetts
$1.36M -$271K -3,372 -17%
T. Rowe Price Associates
282
T. Rowe Price Associates
Maryland
$1.35M – – –
SFA
283
Seneca Financial Advisors
New York
$1.34M -$169K -2,099 -11%
PFA
284
Professional Financial Advisors
Nebraska
$1.33M -$244K -3,036 -16%
WFM
285
Wolff Financial Management
Michigan
$1.3M +$805 +10 +0.1%
BMCM
286
Bryn Mawr Capital Management
Pennsylvania
$1.3M +$456K +5,670 +54%
SOS
287
Silver Oak Securities
Tennessee
$1.29M +$330K +3,911 +34%
PWM
288
Perigon Wealth Management
California
$1.28M -$2.24M -27,852 -64%
WAM
289
Weinberger Asset Management
California
$1.28M +$382K +4,741 +43%
CAM
290
Concorde Asset Management
Michigan
$1.27M -$123K -1,525 -9%
PCS
291
Personal CFO Solutions
New Jersey
$1.27M +$678K +8,429 +115%
SF
292
SBK Financial
Virginia
$1.26M -$35.6K -442 -3%
DHFB
293
Dixon Hubard Feinour & Brown
Virginia
$1.25M -$23.2K -288 -2%
WI
294
Wintrust Investments
Illinois
$1.24M -$542K -6,732 -30%
SFO
295
Stokes Family Office
Louisiana
$1.23M +$328K +4,070 +36%
MIM
296
Macroview Investment Management
Maryland
$1.23M +$262K +3,253 +27%
MHB
297
Midwest Heritage Bank
Iowa
$1.22M -$262K -3,248 -18%
Cerity Partners
298
Cerity Partners
New York
$1.21M +$597K +7,415 +98%
FAIM
299
Financial Advocates Investment Management
Washington
$1.21M -$439K -5,448 -27%
TNBTD
300
Trustmark National Bank Trust Department
Mississippi
$1.18M – – –
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