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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 %
EWA
351
EP Wealth Advisors
California
$1.2M -$1.06M -12,678 -47%
PFGIA
352
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M -$67.3K -804 -6%
WA
353
Wambolt & Associates
Colorado
$1.14M +$12.9K +154 +1%
PAM
354
Palisade Asset Management
Minnesota
$1.14M – – –
SF
355
SBK Financial
Virginia
$1.13M – – –
MHR
356
Matthew Hamilton Rosenberg
$1.13M -$201K -2,402 -15%
WAM
357
Weinberger Asset Management
California
$1.12M -$229K -2,738 -17%
HR
358
Hardy Reed
Mississippi
$1.11M +$1.11M +13,250 New
WT
359
Washington Trust
Rhode Island
$1.11M +$5.86K +70 +0.5%
LFG
360
Larson Financial Group
Missouri
$1.11M -$560K -6,680 -34%
SCM
361
SOL Capital Management
Maryland
$1.1M +$186K +2,225 +20%
IA
362
IFG Advisory
Georgia
$1.1M +$6.61K +79 +0.6%
FA
363
FDx Advisors
Illinois
$1.09M +$63.9K +763 +6%
Legacy Financial Group (Iowa)
364
Legacy Financial Group (Iowa)
Iowa
$1.08M +$1.08M +12,905 New
SFG
365
Sovereign Financial Group
Connecticut
$1.08M +$384K +4,587 +56%
OC
366
Oppenheimer & Co
New York
$1.07M +$231K +2,757 +27%
MHB
367
Midwest Heritage Bank
Iowa
$1.05M -$102K -1,213 -9%
RFP
368
RCS Financial Planning
Maryland
$1.05M +$1.05M +12,503 New
PWM
369
Provident Wealth Management
Tennessee
$1.05M -$422K -5,033 -29%
WIA
370
World Investment Advisors
California
$1.04M -$96.3K -1,150 -8%
VFA
371
Valeo Financial Advisors
Indiana
$1.03M +$683K +8,150 +197%
RDFA
372
Ritter Daniher Financial Advisory
Ohio
$1.02M -$67.3K -803 -6%
ICG
373
InterOcean Capital Group
Tennessee
$1.02M -$650K -7,760 -39%
FCAM
374
First Citizens Asset Management
North Carolina
$1.01M +$1.01M +12,003 New
BG
375
Benedetti & Gucer
Georgia
$1.01M -$40.7K -486 -4%
13 14
15
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