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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 %
IC
301
IEQ Capital
California
$1.79M -$539K -6,438 -23%
Tudor Investment Corp
302
Tudor Investment Corp
Connecticut
$1.75M +$1.75M +20,941 New
FT
303
Fiduciary Trust
Massachusetts
$1.73M -$186K -2,217 -10%
NP
304
NorthRock Partners
Minnesota
$1.72M -$447K -5,336 -21%
CG
305
Corundum Group
Colorado
$1.71M +$1.71M +20,394 New
CFS
306
Cannon Financial Strategists
Georgia
$1.67M -$191K -2,280 -10%
CAM
307
Concorde Asset Management
Michigan
$1.67M -$195K -2,330 -10%
BFG
308
Berger Financial Group
Minnesota
$1.65M +$6.87K +82 +0.4%
GWM
309
Geneos Wealth Management
Colorado
$1.6M +$5.53K +66 +0.3%
AG
310
Ascent Group
Virginia
$1.59M +$96.2K +1,149 +6%
BTWM
311
Baker Tilly Wealth Management
Wisconsin
$1.58M -$8.88K -106 -0.6%
AssetMark Inc
312
AssetMark Inc
California
$1.58M +$826K +9,864 +109%
PA
313
Paragon Advisors
Texas
$1.58M -$185K -2,203 -10%
TC
314
Telemus Capital
Michigan
$1.55M +$6.95K +80 +0.4%
BCI
315
Brinker Capital Investments
Pennsylvania
$1.54M +$104K +1,240 +7%
TWM
316
Tradition Wealth Management
Minnesota
$1.52M -$1.87M -22,303 -55%
BOSSRA
317
B.O.S.S. Retirement Advisors
Utah
$1.51M +$1.51M +18,085 New
JJBC
318
James J. Burns & Company
New York
$1.51M -$241K -2,882 -14%
CAL
319
Capital Analysts LLC
Pennsylvania
$1.48M +$173K +2,066 +13%
WHCI
320
W.H. Cornerstone Investments
Massachusetts
$1.47M -$102K -1,128 -6%
KFP
321
KMG Fiduciary Partners
Ohio
$1.47M +$1.47M +17,496 New
GWMIA
322
Global Wealth Management Investment Advisory
Florida
$1.44M -$106K -1,265 -7%
CFG
323
Cooper Financial Group
California
$1.44M -$7.54K -90 -0.5%
FMTC
324
Farmers & Merchants Trust Company
California
$1.44M – – –
SPC
325
Sigma Planning Corp
Michigan
$1.44M -$129K -1,541 -8%
11 12
13
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