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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
+$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 %
HKIMG
426
Hutchens & Kramer Investment Management Group
Indiana
$720K +$15.7K +188 +2%
OFG
427
Oxford Financial Group
Indiana
$720K +$44K +525 +7%
CPIG
428
Chicago Partners Investment Group
Illinois
$718K +$7.62K +83 +1%
WAP
429
Wealthcare Advisory Partners
Pennsylvania
$716K -$4.86K -58 -0.7%
CFO
430
Collective Family Office
Pennsylvania
$712K -$8.38K -100 -1%
HWMA
431
Heritage Wealth Management (Arizona)
Arizona
$712K +$352K +4,197 +98%
IWM
432
IHT Wealth Management
Illinois
$703K -$345K -4,124 -33%
HCA
433
Harbour Capital Advisors
Virginia
$702K -$16.9K -200 -2%
SAM
434
Strategy Asset Managers
California
$697K -$81.9K -977 -11%
SG
435
StoneX Group
New York
$690K -$101K -1,204 -13%
EK
436
Evensky & Katz
Florida
$685K +$1.17K +14 +0.2%
TC
437
TownSquare Capital
Utah
$684K -$7.04K -84 -1%
NYLIM
438
New York Life Investment Management
New York
$671K -$2.89M -34,461 -81%
WFM
439
Wolff Financial Management
Michigan
$669K -$685K -8,176 -51%
APWM
440
Atlas Private Wealth Management
New York
$662K -$63.4K -757 -9%
MWP
441
MYCIO Wealth Partners
Pennsylvania
$662K +$662K +7,902 New
HTC
442
Haverford Trust Company
Pennsylvania
$652K -$285K -3,407 -30%
TWP
443
Tempus Wealth Planning
California
$648K +$7.04K +84 +1%
RCM
444
RNC Capital Management
California
$647K +$408K +4,875 +171%
SBH
445
Segall Bryant & Hamill
Illinois
$646K +$9.45K +113 +1%
FFA
446
First Foundation Advisors
California
$644K -$105K -1,255 -14%
USCWA
447
U.S. Capital Wealth Advisors
Texas
$630K +$204K +2,431 +48%
SCM
448
SCS Capital Management
Massachusetts
$627K +$204K +2,436 +48%
CWA
449
Cornerstone Wealth Advisors
Minnesota
$611K +$243K +2,900 +66%
OFG
450
OmniStar Financial Group
North Carolina
$607K -$60.1K -718 -9%
16 17
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