EFG icon

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 %
RJT
401
Raymond James Trust
Florida
$543K -$118K -1,461 -18%
CW
402
Cook Wealth
North Carolina
$539K +$19.1K +222 +4%
OBWP
403
O'Brien Wealth Partners
Massachusetts
$533K +$533K +6,623 New
KWS
404
Keystone Wealth Services
California
$529K -$1.82M -22,655 -78%
ICP
405
Interchange Capital Partners
Pennsylvania
$527K +$304K +3,788 +137%
JIR
406
James Investment Research
Ohio
$522K -$329K -4,083 -39%
9WM
407
9258 Wealth Management
Ohio
$509K – – –
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$505K -$64.1K -797 -11%
KTC
409
Kistler-Tiffany Companies
Pennsylvania
$492K +$395K +4,905 +406%
EW
410
Evoke Wealth
California
$487K -$16.3K -203 -3%
LWAC
411
Laurel Wealth Advisors (California)
California
$483K +$55.2K +686 +13%
NWA
412
Navis Wealth Advisors
New York
$480K +$5.39K +67 +1%
FCI
413
Financial Counselors Inc
Kansas
$477K -$60.9K -756 -11%
RCAG
414
Rehmann Capital Advisory Group
Michigan
$475K -$230K -2,854 -33%
RF
415
Rollins Financial
Georgia
$472K -$56.9K -707 -11%
IAN
416
Integrated Advisors Network
Texas
$469K -$5.07K -63 -1%
CL
417
CPWM LLC
Washington
$462K – – –
SP
418
Successful Portfolios
Florida
$459K -$56.5K -702 -11%
D
419
Dentgroup
Louisiana
$457K +$234K +2,911 +105%
SW
420
SVB Wealth
Massachusetts
$453K +$122K +1,510 +37%
AA
421
Ancora Advisors
Ohio
$452K +$40.6K +505 +10%
WI
422
WrapManager Inc
California
$450K +$23.9K +297 +6%
SFG
423
Sovereign Financial Group
Connecticut
$448K +$77.2K +958 +21%
HR
424
Hardy Reed
Mississippi
$447K +$244K +3,039 +121%
EWA
425
EverSource Wealth Advisors
Alabama
$445K +$14.5K +180 +3%
15 16
17
18 19