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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
1
JPMorgan Chase & Co
New York
$312M
2
AWA
2
Arete Wealth Advisors
Illinois
$2.75B
3
PWM
3
PRW Wealth Management
Massachusetts
$55.9M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$54.4M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$32.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.8B
2
Jane Street
2
Jane Street
New York
$60.9M
3
Bank of America
3
Bank of America
North Carolina
$378M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$698M
5
LPL Financial
5
LPL Financial
California
$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$50.2M +$10.2M +121,468 +25%
IWC
27
Integrated Wealth Concepts
Massachusetts
$44.2M -$2.72M -32,449 -6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$43.6M +$8.35M +99,635 +24%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$41.9M -$2.52M -30,135 -6%
JC
30
JB Capital
Connecticut
$40.7M -$4.07M -48,623 -9%
BF
31
BOK Financial
Oklahoma
$40.6M +$12.1M +144,004 +42%
WP
32
WealthSource Partners
California
$40.2M +$439K +5,241 +1%
BPA
33
Beacon Pointe Advisors
California
$39.7M +$10.6M +126,545 +36%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$37.8M -$17.3M -206,713 -31%
Truist Financial
35
Truist Financial
North Carolina
$36.6M +$4.08M +48,708 +13%
Corient Private Wealth
36
Corient Private Wealth
Florida
$35.1M +$35.1M +418,942 New
FWP
37
FAS Wealth Partners
Kansas
$34.2M -$4.66M -55,656 -12%
KAS
38
Kestra Advisory Services
Texas
$33.8M +$3.56M +42,519 +12%
FSWA
39
Financial Synergies Wealth Advisors
Texas
$32.7M +$803K +9,582 +3%
OIA
40
OneDigital Investment Advisors
Kansas
$32.5M +$24.7M +295,373 +317%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$32.3M +$25.7M +306,259 +385%
BAAM
42
Baker Avenue Asset Management
California
$30.7M +$12.6M +150,824 +70%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$29.3M +$2.77M +33,126 +10%
RJA
44
Raymond James & Associates
Florida
$28.9M +$5.44M +64,928 +23%
QC
45
Quent Capital
New York
$28.5M +$3.9M +46,566 +16%
DBT
46
Dubuque Bank & Trust
Iowa
$26.7M -$3.42M -40,853 -11%
Stifel Financial
47
Stifel Financial
Missouri
$26.5M -$2.24M -26,708 -8%
FTUS
48
Flow Traders U.S.
New York
$25.3M +$25.3M +302,120 New
CAN
49
Cetera Advisor Networks
California
$25M +$19.4M +231,089 +341%
CCB
50
Country Club Bank
Missouri
$24.5M -$2.02M -24,110 -8%
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