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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

683 hedge funds and large institutions have $7.5B invested in iShares MSCI EAFE Growth ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 316 increasing their positions, 196 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
-14
Holders Change %
-2.01%
% of All Funds
11.81%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.04%
New
60
Increased
316
Reduced
196
Closed
64
Calls
$1.54M
Puts
–
Net Calls
+$1.54M
Net Calls Change
-$73K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.69B
2
LPL Financial
LPL Financial
California
$347M
3
BlackRock
BlackRock
New York
$230M
4
Morgan Stanley
Morgan Stanley
New York
$343M
5
PAS
Park Avenue Securities
New York
$163M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$95.4M
3
M&T Bank
M&T Bank
New York
$78.7M
4
FWP
FAS Wealth Partners
Kansas
$33.7M
5
CIAS
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
26
RWA Wealth Partners
Massachusetts
$40.3M +$988K +13,617 +3%
JC
27
JB Capital
Connecticut
$38.7M +$15M +206,283 +63%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$38.5M +$3.99M +54,992 +12%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$34.6M +$210K +2,893 +0.6%
WP
30
WealthSource Partners
California
$34.5M +$6.39M +88,092 +23%
FWP
31
FAS Wealth Partners
Kansas
$33.7M -$11.5M -158,648 -25%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$30.5M +$6.74M +92,899 +28%
Truist Financial
33
Truist Financial
North Carolina
$28.2M +$18K +248 +0.1%
FSWA
34
Financial Synergies Wealth Advisors
Texas
$27.7M +$2.32M +31,958 +9%
NA
35
NewEdge Advisors
Louisiana
$26.8M +$7.86M +108,367 +41%
KAS
36
Kestra Advisory Services
Texas
$26.2M +$6.77M +93,241 +35%
DBT
37
Dubuque Bank & Trust
Iowa
$26.1M +$32.1K +443 +0.1%
BPA
38
Beacon Pointe Advisors
California
$25.2M +$2.8M +38,577 +12%
Stifel Financial
39
Stifel Financial
Missouri
$24.9M +$6.8M +93,668 +38%
BF
40
BOK Financial
Oklahoma
$24.7M +$187K +2,584 +0.8%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$23.1M +$4.63M +63,768 +25%
CCB
42
Country Club Bank
Missouri
$23.1M -$859K -11,787 -4%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$23M +$5.33M +73,461 +30%
QC
44
Quent Capital
New York
$21.3M +$2.23M +30,752 +12%
AWS
45
Atria Wealth Solutions
New York
$20.7M +$7.29M +100,429 +54%
RJA
46
Raymond James & Associates
Florida
$20.3M -$1.37M -18,891 -6%
CW
47
CreativeOne Wealth
Kansas
$19.4M +$3.63M +49,990 +23%
APW
48
Austin Private Wealth
Texas
$19.3M +$5.74M +79,127 +42%
BRWA
49
B. Riley Wealth Advisors
Florida
$19M +$12.1M +167,377 +176%
Prudential Financial
50
Prudential Financial
New Jersey
$18.8M +$3.39M +46,476 +22%
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