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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 %
Neuberger Berman Group
376
Neuberger Berman Group
New York
$1M +$1M +11,967 New
UAS
377
United Asset Strategies
New York
$996K -$104K -1,236 -9%
ACM
378
Advisors Capital Management
New Jersey
$993K +$638K +7,622 +180%
VAS
379
Vestmark Advisory Solutions
Massachusetts
$989K -$268K -3,204 -21%
QPWM
380
Quadrant Private Wealth Management
Pennsylvania
$985K +$985K +11,758 New
HG
381
Harbor Group
New Hampshire
$978K -$817K -9,759 -46%
FBB
382
Fulton Breakefield Broenniman
Maryland
$950K -$103K -1,233 -10%
CF
383
Centaurus Financial
California
$942K -$556K -6,638 -37%
1IA
384
1834 Investment Advisors
Wisconsin
$942K +$48.2K +576 +5%
SF
385
Synovus Financial
Georgia
$933K -$12.1K -144 -1%
SFA
386
Seneca Financial Advisors
New York
$929K -$240K -2,868 -21%
PFWA
387
Paces Ferry Wealth Advisors
Georgia
$924K +$924K +11,027 New
BCM
388
BTC Capital Management
Iowa
$923K – – –
VWA
389
Visionary Wealth Advisors
Illinois
$917K +$63.8K +762 +7%
ICP
390
Interchange Capital Partners
Pennsylvania
$911K -$75K -895 -8%
VPP
391
Vertex Planning Partners
Illinois
$910K +$910K +10,865 New
PA
392
Pinnacle Associates
New York
$908K – – –
MIM
393
Macroview Investment Management
Maryland
$904K +$3.6K +43 +0.4%
MWM
394
Mission Wealth Management
California
$890K -$33.5K -400 -4%
CA
395
Clearstead Advisors
Ohio
$882K +$324K +3,864 +58%
SS
396
Simplicity Solutions
Minnesota
$879K -$195K -2,333 -18%
PPC
397
Park Place Capital
Alabama
$878K +$878K +10,488 New
VCP
398
Verus Capital Partners
Arizona
$878K -$96.1K -1,147 -10%
MIA
399
Milestone Investment Advisors
Wisconsin
$869K +$869K +10,379 New
FCI
400
Financial Counselors Inc
Kansas
$867K +$415K +4,957 +92%
14 15
16
17 18