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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 %
VWA
326
Visionary Wealth Advisors
Illinois
$938K -$237K -2,946 -20%
WMS
327
Wealth Management Solutions
Pennsylvania
$931K -$2.3M -28,531 -71%
MWM
328
Mission Wealth Management
California
$926K -$581K -7,222 -39%
SF
329
Synovus Financial
Georgia
$922K +$81.8K +1,019 +10%
GFPC
330
Global Financial Private Client
Florida
$913K -$248K -3,077 -21%
CF
331
Centaurus Financial
California
$902K -$326K -4,049 -27%
STA
332
Summit Trail Advisors
New York
$901K +$253K +3,148 +39%
EWA
333
EP Wealth Advisors
California
$897K -$3.15M -39,159 -78%
IFWM
334
Institute for Wealth Management
Colorado
$892K +$72.2K +897 +9%
BCM
335
BTC Capital Management
Iowa
$887K – – –
PA
336
Pinnacle Associates
New York
$873K – – –
1IA
337
1834 Investment Advisors
Wisconsin
$858K -$9.49K -118 -1%
APP
338
Avantax Planning Partners
Iowa
$847K – – –
TWM
339
Tanglewood Wealth Management
Texas
$839K +$839K +10,420 New
PTC
340
Private Trust Company
Ohio
$835K +$835K +10,372 New
CPIG
341
Chicago Partners Investment Group
Illinois
$817K +$171K +1,966 +26%
AT
342
American Trust
Kentucky
$810K +$152K +1,883 +23%
WWM
343
Western Wealth Management
Colorado
$807K -$304K -3,777 -27%
AG
344
Ascent Group
Virginia
$804K +$117K +1,349 +17%
CFO
345
Collective Family Office
Pennsylvania
$793K – – –
KOC
346
Koss-Olinger Consulting
Florida
$791K -$1.89M -23,491 -71%
SCM
347
SOL Capital Management
Maryland
$790K +$84.9K +1,055 +12%
Comerica Bank
348
Comerica Bank
Texas
$787K -$286K -3,440 -27%
VAS
349
Vestmark Advisory Solutions
Massachusetts
$786K -$66K -820 -8%
ANTB
350
AMG National Trust Bank
Colorado
$770K -$10K -115 -1%
12 13
14
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