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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 %
T. Rowe Price Associates
326
T. Rowe Price Associates
Maryland
$1.42M +$14.2K +170 +1%
PA
327
PFG Advisors
Arizona
$1.41M -$540K -6,450 -28%
SOS
328
Silver Oak Securities
Tennessee
$1.41M -$111K -1,321 -7%
BWM
329
Baystate Wealth Management
Massachusetts
$1.41M -$189K -2,253 -12%
FAIM
330
Financial Advocates Investment Management
Washington
$1.39M -$119K -1,425 -8%
FFA
331
Fragasso Financial Advisors
Pennsylvania
$1.38M -$96.2K -1,148 -7%
AF
332
Affiance Financial
Minnesota
$1.37M +$77.9K +930 +6%
RP
333
Riverwater Partners
Wisconsin
$1.36M +$1.36M +16,254 New
KTC
334
Kistler-Tiffany Companies
Pennsylvania
$1.35M +$573K +6,838 +74%
TWP
335
Total Wealth Planning
Ohio
$1.34M +$164K +1,958 +14%
TLFA
336
True Link Financial Advisors
California
$1.32M -$1.76M -21,023 -57%
OWA
337
Opal Wealth Advisors
New York
$1.31M +$1.31M +15,655 New
GWP
338
Gateway Wealth Partners
Wisconsin
$1.28M +$1.28M +15,249 New
BCG
339
Breakwater Capital Group
New Jersey
$1.27M +$1.27M +15,180 New
CPG
340
Cornerstone Planning Group
New Jersey
$1.26M +$1.26M +13,994 New
GP
341
Girard Partners
Pennsylvania
$1.26M -$28.4K -339 -2%
KP
342
Keel Point
Alabama
$1.25M +$1.25M +14,935 New
RT
343
Rockland Trust
Massachusetts
$1.24M +$1.24M +14,840 New
TNBTD
344
Trustmark National Bank Trust Department
Mississippi
$1.24M -$11.2K -134 -0.9%
PWA
345
Pillar Wealth Advisors
Pennsylvania
$1.24M +$167K +1,993 +16%
CRI
346
Commonwealth Retirement Investments
Virginia
$1.23M +$1.23M +14,740 New
RCM
347
Raleigh Capital Management
North Carolina
$1.23M -$274K -3,269 -18%
BFEC
348
Benjamin F. Edwards & Company
Missouri
$1.23M -$118K -1,412 -9%
MBTD
349
Mechanics Bank - Trust Department
California
$1.21M +$44.6K +533 +4%
Brown Advisory
350
Brown Advisory
Maryland
$1.21M -$160K -1,913 -12%
12 13
14
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