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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 %
OFG
351
OmniStar Financial Group
North Carolina
$756K -$10.1K -126 -1%
BWM
352
Baystate Wealth Management
Massachusetts
$748K +$169K +2,105 +29%
CIA
353
Choate Investment Advisors
Massachusetts
$743K -$49.9K -620 -6%
VCP
354
Verus Capital Partners
Arizona
$740K +$19K +236 +3%
SG
355
StoneX Group
New York
$739K -$187K -2,323 -20%
MLA
356
My Legacy Advisors
Oregon
$737K +$513K +6,430 +230%
CAG
357
Csenge Advisory Group
Florida
$736K -$461K -5,726 -39%
HCA
358
Harbour Capital Advisors
Virginia
$722K -$28.2K -350 -4%
CAL
359
Capital Analysts LLC
Pennsylvania
$719K +$404K +5,013 +128%
KFS
360
Kelly Financial Services
Massachusetts
$719K -$674K -8,370 -48%
SDWMA
361
Schneider Downs Wealth Management Advisors
Pennsylvania
$716K – – –
Franklin Resources
362
Franklin Resources
California
$704K – – –
Qube Research & Technologies (QRT)
363
Qube Research & Technologies (QRT)
United Kingdom
$698K +$461K +5,730 +195%
TC
364
TownSquare Capital
Utah
$695K -$207K -2,570 -23%
Brown Advisory
365
Brown Advisory
Maryland
$691K -$1.47M -18,261 -68%
HKIMG
366
Hutchens & Kramer Investment Management Group
Indiana
$683K -$39.4K -489 -5%
KWM
367
Kingsview Wealth Management
Oregon
$680K -$18.3K -227 -3%
APWM
368
Atlas Private Wealth Management
New York
$679K -$6.76K -84 -1%
SSWM
369
Sheets Smith Wealth Management
North Carolina
$674K -$39.7K -493 -6%
FA
370
FDx Advisors
Illinois
$663K +$103K +1,283 +18%
FFA
371
First Foundation Advisors
California
$659K +$485K +6,022 +278%
EK
372
Evensky & Katz
Florida
$657K +$5.88K +73 +0.9%
AWM
373
Aspire Wealth Management
Massachusetts
$650K -$116K -1,443 -15%
OFG
374
Oxford Financial Group
Indiana
$649K – – –
CCM
375
Coldstream Capital Management
Washington
$648K -$602K -7,478 -48%
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15
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