EFG icon

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
+$242M
2
AWA
Arete Wealth Advisors
Illinois
+$103M
3
PWM
PRW Wealth Management
Massachusetts
+$54.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$39.3M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$25.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$148M
2
Jane Street
Jane Street
New York
-$74.5M
3
Bank of America
Bank of America
North Carolina
-$53.8M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$48M
5
LPL Financial
LPL Financial
California
-$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
401
TRUE Private Wealth Advisors
Oregon
$855K -$75.3K -899 -8%
AIA
402
Alera Investment Advisors
Illinois
$854K -$541K -6,461 -39%
MWM
403
Meridian Wealth Management
Kentucky
$852K -$25.4K -303 -3%
IFWM
404
Institute for Wealth Management
Colorado
$832K -$79.5K -949 -9%
CCG
405
Cypress Capital Group
Florida
$831K +$262K +3,127 +46%
WANY
406
Wealthspire Advisors (New York)
New York
$823K -$468K -5,587 -36%
SFO
407
Stokes Family Office
Louisiana
$820K +$104K +1,247 +15%
APP
408
Avantax Planning Partners
Iowa
$818K -$62.8K -750 -7%
PFA
409
Professional Financial Advisors
Nebraska
$816K -$537K -6,410 -40%
SDWMA
410
Schneider Downs Wealth Management Advisors
Pennsylvania
$811K +$65.4K +781 +9%
OWM
411
Orgel Wealth Management
Wisconsin
$795K +$795K +9,489 New
KWM
412
Kingsview Wealth Management
Oregon
$785K +$34.8K +416 +5%
EP
413
Eudaimonia Partners
Tennessee
$784K +$5.28K +63 +0.7%
AWM
414
Aspire Wealth Management
Massachusetts
$781K -$27.9K -333 -3%
PTC
415
Private Trust Company
Ohio
$779K -$104K -1,241 -12%
FNBT
416
FineMark National Bank & Trust
Florida
$771K +$771K +9,199 New
SP
417
Successful Portfolios
Florida
$760K +$18K +215 +2%
HIM
418
Hanlon Investment Management
New Jersey
$756K -$98.1K -1,171 -11%
APC
419
Aspire Private Capital
North Carolina
$748K -$193K -2,310 -21%
CIA
420
Choate Investment Advisors
Massachusetts
$747K – – –
AA
421
Ancora Advisors
Ohio
$744K +$18.9K +226 +3%
PFG
422
Peterson Financial Group
Iowa
$735K +$35.9K +428 +5%
GFS
423
GYL Financial Synergies
Connecticut
$733K +$50.1K +598 +7%
CPA
424
Cardiff Park Advisors
California
$731K +$586 +7 +0.1%
WMS
425
Wealth Management Solutions
Pennsylvania
$722K +$281K +3,349 +64%
15 16
17
18 19