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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

753 hedge funds and large institutions have $11.8B invested in iShares MSCI EAFE Growth ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 344 increasing their positions, 223 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
12.05%
Holding in Top 10
86
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+40.98%
% of All Funds
1.38%
New
77
Increased
344
Reduced
223
Closed
68
Calls
$459K
Puts
–
Net Calls
+$459K
Net Calls Change
-$1.74M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.94B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$606M
3
LPL Financial
LPL Financial
California
$601M
4
BlackRock
BlackRock
New York
$400M
5
PAS
Park Avenue Securities
New York
$283M

Top Sellers

1
Jane Street
Jane Street
New York
$1.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.5M
3
KAS
Kestra Advisory Services
Texas
$16.7M
4
PWM
PRW Wealth Management
Massachusetts
$11M
5
BF
BOK Financial
Oklahoma
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$56.1M +$6.73M +71,842 +14%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$51.8M -$4.33M -46,185 -8%
BPA
28
Beacon Pointe Advisors
California
$51M +$6.63M +70,766 +15%
FTUS
29
Flow Traders U.S.
New York
$46.1M +$17.8M +189,555 +63%
NA
30
NewEdge Advisors
Louisiana
$44.7M +$13.9M +148,508 +45%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$43.6M +$1.29M +13,740 +3%
Stifel Financial
32
Stifel Financial
Missouri
$42.1M +$12.4M +132,804 +42%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$39.4M +$3.23M +34,456 +9%
Truist Financial
34
Truist Financial
North Carolina
$38.5M -$2.43M -25,978 -6%
CAN
35
Cetera Advisor Networks
California
$37.9M +$9.89M +105,581 +35%
OMC
36
Old Mission Capital
Illinois
$36.6M +$31.6M +337,607 +632%
AWS
37
Atria Wealth Solutions
New York
$36.1M +$11M +117,749 +44%
FSWA
38
Financial Synergies Wealth Advisors
Texas
$36M -$646K -6,894 -2%
CW
39
CreativeOne Wealth
Kansas
$35.7M +$10.4M +110,885 +41%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$35M +$8.4M +89,644 +32%
Corient Private Wealth
41
Corient Private Wealth
Florida
$34.7M -$4.52M -48,243 -12%
BAAM
42
Baker Avenue Asset Management
California
$34.1M -$299K -3,189 -0.9%
APW
43
Austin Private Wealth
Texas
$33.5M +$9.08M +96,929 +37%
FWP
44
FAS Wealth Partners
Kansas
$33.1M -$5.16M -55,105 -14%
QC
45
Quent Capital
New York
$32.7M +$782K +8,345 +2%
FIA
46
Foundations Investment Advisors
Arizona
$32.3M +$5.77M +61,572 +22%
Prudential Financial
47
Prudential Financial
New Jersey
$32.2M +$9.55M +101,968 +42%
DBT
48
Dubuque Bank & Trust
Iowa
$31M +$1.14M +12,135 +4%
MC
49
McMorgan & Co
California
$30.7M +$30.7M +327,803 New
AI
50
Atria Investments
North Carolina
$29.9M +$10.3M +109,789 +53%
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