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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 %
RSWM
276
Robertson Stephens Wealth Management
California
$2.16M -$79.8K -953 -4%
T
277
TRUADVICE
Florida
$2.16M +$270K +2,971 +14%
BBNA
278
Bremer Bank National Association
Minnesota
$2.16M +$2.16M +25,790 New
SFS
279
Sowell Financial Services
Arkansas
$2.15M +$82K +979 +4%
Cerity Partners
280
Cerity Partners
New York
$2.11M +$971K +11,596 +85%
HSBC Holdings
281
HSBC Holdings
United Kingdom
$2.1M +$166K +1,978 +9%
FCA
282
FLC Capital Advisors
California
$2.1M -$4.5M -53,760 -68%
CC
283
Copperleaf Capital
North Carolina
$2.07M -$699K -8,347 -25%
BAM
284
Belpointe Asset Management
Nevada
$2.07M -$244K -2,915 -11%
GIS
285
Grayhawk Investment Strategies
Alberta, Canada
$2.06M +$279K +4,780 +16%
WP
286
WealthPLAN Partners
Nebraska
$2.06M +$2.06M +22,453 New
WIM
287
WealthPlan Investment Management
Nebraska
$2.06M +$211K +2,305 +11%
TPCW
288
TD Private Client Wealth
New York
$2.03M +$330K +3,944 +19%
CA
289
CoreCap Advisors
Michigan
$2.03M +$114K +1,363 +6%
WTB
290
Washington Trust Bank
Washington
$2.02M -$1.12M -13,319 -36%
HA
291
Hofer & Associates
California
$2.01M -$200K -2,390 -9%
LF
292
Lantz Financial
Illinois
$1.96M -$261K -3,112 -12%
JWCA
293
J.W. Cole Advisors
Florida
$1.95M -$31.4K -375 -2%
GRP
294
Global Retirement Partners
California
$1.94M +$383K +4,573 +25%
VWM
295
Venturi Wealth Management
Texas
$1.93M -$764K -9,118 -28%
IFS
296
Ifrah Financial Services
Arkansas
$1.88M -$9.47K -113 -0.5%
Rockefeller Capital Management
297
Rockefeller Capital Management
New York
$1.85M +$190K +2,269 +11%
UW
298
Unique Wealth
Florida
$1.82M +$1.82M +21,773 New
NWA
299
New World Advisors
Massachusetts
$1.81M +$1.81M +21,604 New
PG
300
Patten Group
Tennessee
$1.81M -$238K -2,839 -12%
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