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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 %
FMII
476
Farmers & Merchants Investments Inc
Nebraska
$504K -$28.4K -339 -5%
SSWM
477
Sheets Smith Wealth Management
North Carolina
$497K -$205K -2,448 -29%
FHC
478
First Heartland Consultants
Missouri
$492K -$44.6K -533 -8%
Betterment LLC
479
Betterment LLC
New York
$491K +$129K +1,545 +36%
TA
480
Trellis Advisors
Washington
$490K – – –
CAG
481
Curtis Advisory Group
California
$488K +$488K +5,832 New
IAN
482
Integrated Advisors Network
Texas
$488K -$3.85K -46 -0.8%
BFA
483
Beacon Financial Advisory
Ohio
$482K -$6.53K -78 -1%
SFG
484
Sage Financial Group
Pennsylvania
$480K +$198K +2,360 +70%
LA
485
LexAurum Advisors
Kansas
$480K +$18.8K +225 +4%
CAAS
486
Capital Asset Advisory Services
Michigan
$479K +$462K +5,517 +2,759%
DAS
487
Dynamic Advisor Solutions
Arizona
$476K -$255K -3,049 -35%
WI
488
WrapManager Inc
California
$473K -$2.6K -31 -0.5%
ACM
489
Absolute Capital Management
Pennsylvania
$472K -$23.6K -282 -5%
GIA
490
Goodwin Investment Advisory
Georgia
$469K -$907K -10,833 -66%
LWAC
491
Laurel Wealth Advisors (California)
California
$468K -$77.1K -921 -14%
MSWM
492
McGlone Suttner Wealth Management
Wisconsin
$462K +$462K +5,520 New
IDA
493
Intelligence Driven Advisers
California
$462K -$17.6M -202,681 -97%
BHIA
494
Birch Hill Investment Advisors
Massachusetts
$458K – – –
D
495
Diversified
Delaware
$457K +$457K +5,460 New
AFG
496
Allegheny Financial Group
Pennsylvania
$453K +$8.46K +101 +2%
BFM
497
Boston Financial Management
Massachusetts
$448K +$136K +1,625 +44%
SSW
498
Stone Summit Wealth
Florida
$446K +$15K +179 +3%
AF
499
Alerus Financial
North Dakota
$444K -$147K -1,760 -25%
HS
500
Horan Securities
United States
$442K -$143K -1,708 -24%
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