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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

697 hedge funds and large institutions have $6.79B invested in iShares MSCI EAFE Growth ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 262 increasing their positions, 264 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-19
Holders Change %
-2.65%
% of All Funds
11.79%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.95%
New
70
Increased
262
Reduced
264
Closed
77
Calls
$1.61M
Puts
–
Net Calls
+$1.61M
Net Calls Change
-$46.2M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$118M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$58.2M
3
Jane Street
Jane Street
New York
+$33.3M
4
5L
55I LLC
Massachusetts
+$27M
5
M&T Bank
M&T Bank
New York
+$26.7M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$1B
2
LOAMU
Lombard Odier Asset Management (USA)
New York
-$46.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$31.8M
4
BlackRock
BlackRock
New York
-$21.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
501
Graves Light Lenhart Wealth
Virginia
$292K -$30.2K -375 -9%
HWM
502
HB Wealth Management
Georgia
$292K -$13.3K -165 -4%
EAM
503
Evanson Asset Management
California
$291K – – –
KCM
504
Kathmere Capital Management
Pennsylvania
$288K +$288K +3,574 New
PFA
505
Pinnacle Family Advisors
Missouri
$287K -$60.3K -751 -17%
TSS
506
Two Sigma Securities
New York
$287K – – –
USCWA
507
U.S. Capital Wealth Advisors
Texas
$287K +$105K +1,307 +58%
SSW
508
Stone Summit Wealth
Florida
$286K -$17.6K -219 -6%
WFC
509
Western Financial Corp
California
$285K +$3.7K +46 +1%
SSWM
510
Smith Salley Wealth Management
North Carolina
$284K -$20.4K -254 -7%
TNA
511
True North Advisors
Texas
$282K – – –
VIA
512
Vident Investment Advisory
Georgia
$282K +$282K +3,496 New
NFC
513
Northeast Financial Consultants
Connecticut
$279K – – –
MKC
514
M. Kraus & Co
Vermont
$277K – – –
NL
515
Navalign LLC
California
$275K +$275K +3,420 New
SWA
516
Sightline Wealth Advisors
Connecticut
$272K +$2.36K +38 +0.9%
SMA
517
Sage Mountain Advisors
Georgia
$269K -$27.1K -337 -9%
AA
518
Argent Advisors
Louisiana
$269K +$20.1K +250 +8%
3LCM
519
3D/L Capital Management
Connecticut
$267K +$15.7K +195 +6%
CA
520
Cornerstone Advisory
Maryland
$267K +$267K +3,322 New
LWANC
521
Laurel Wealth Advisors (North Carolina)
North Carolina
$265K +$2.66K +33 +1%
SWM
522
Seaside Wealth Management
California
$265K +$265K +3,043 New
BA
523
Bristlecone Advisors
Washington
$265K +$265K +3,287 New
HF
524
HRT Financial
New York
$263K +$263K +3,270 New
CCM
525
Covington Capital Management
California
$258K – – –
19 20
21
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