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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 %
SPI
451
Sutton Place Investors
New York
$607K -$435K -5,192 -42%
KPWS
452
Kestra Private Wealth Services
Texas
$605K +$220K +2,625 +57%
NRI
453
NFP Retirement Inc
California
$586K +$121K +1,447 +26%
ABC
454
Associated Banc-Corp
Wisconsin
$578K +$164K +1,960 +40%
LA
455
Lane & Associates
New Jersey
$577K +$577K +6,888 New
Koshinski Asset Management
456
Koshinski Asset Management
Illinois
$574K -$49.1K -586 -8%
CI
457
Conning Inc
Connecticut
$572K – – –
LGG
458
Luts & Greenleigh Group
Maryland
$572K +$572K +6,825 New
BMCM
459
Bryn Mawr Capital Management
Pennsylvania
$570K -$1.42M -16,984 -71%
CAM
460
Cresset Asset Management
Illinois
$562K -$62.7K -948 -10%
FF
461
Fluent Financial
Texas
$561K -$3.22M -38,406 -85%
PFS
462
Prospera Financial Services
Texas
$561K +$317K +3,779 +130%
SCFS
463
S.C. Financial Services
Arizona
$558K -$183K -2,190 -25%
NL
464
Navalign LLC
California
$556K +$556K +6,637 New
WS
465
Wedbush Securities
California
$547K -$27.5K -328 -5%
RJT
466
Raymond James Trust
Florida
$531K +$64.6K +772 +14%
EWA
467
EverSource Wealth Advisors
Alabama
$529K -$4.27K -51 -0.8%
CW
468
Cook Wealth
North Carolina
$523K -$7.87K -94 -1%
EW
469
Evoke Wealth
California
$523K -$18.2K -217 -3%
Renaissance Technologies
470
Renaissance Technologies
New York
$514K +$514K +6,140 New
XF
471
XML Financial
Maryland
$514K +$514K +6,135 New
AWM
472
Alterna Wealth Management
Texas
$511K +$58.2K +689 +13%
FCA
473
FinTrust Capital Advisors
South Carolina
$508K -$212K -2,533 -29%
ATPW
474
Ashton Thomas Private Wealth
Arizona
$505K +$77.3K +923 +18%
SFA
475
Sequoia Financial Advisors
Ohio
$505K +$161K +1,922 +47%
17 18
19
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