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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 %
Lido Advisors
501
Lido Advisors
California
$442K +$189K +2,258 +75%
H
502
HoyleCohen
California
$436K +$436K +5,200 New
JIR
503
James Investment Research
Ohio
$433K – – –
GIA
504
Gladstone Institutional Advisory
Florida
$429K -$283K -3,377 -40%
IBOK
505
Independence Bank of Kentucky
Kentucky
$428K – – –
FCFC
506
First Citizens Financial Corp
Iowa
$428K +$19.6K +234 +5%
DSA
507
Droms Strauss Advisors
Missouri
$428K +$76.2K +906 +22%
WFC
508
Western Financial Corp
California
$424K -$69.3K -827 -14%
PI
509
Pachira Investments
California
$423K +$921 +11 +0.2%
LI
510
LMCG Investments
Massachusetts
$420K +$3.18K +38 +0.8%
LCM
511
Leisure Capital Management
California
$420K -$4.23M -50,461 -91%
Fisher Asset Management
512
Fisher Asset Management
Washington
$420K +$88.1K +1,052 +27%
GCM
513
Gables Capital Management
Florida
$419K – – –
VC
514
Veracity Capital
Georgia
$418K -$10.1K -120 -2%
MG
515
Mather Group
Illinois
$412K -$40.6K -485 -9%
NSIM
516
North Star Investment Management
Illinois
$412K – – –
RF
517
Rollins Financial
Georgia
$411K -$115K -1,376 -22%
BWA
518
BDO Wealth Advisors
Florida
$407K +$178K +2,130 +78%
CFO
519
Colony Family Offices
North Carolina
$404K – – –
D
520
Dentgroup
Louisiana
$403K +$110K +1,308 +37%
V
521
Veritable
Delaware
$398K – – –
WWM
522
Western Wealth Management
Colorado
$396K -$647K -7,728 -62%
SWP
523
Stratos Wealth Partners
Ohio
$393K -$261K -3,116 -40%
LA
524
Latitude Advisors
Florida
$393K -$17K -203 -4%
SC
525
Scotia Capital
Ontario, Canada
$386K +$386K +4,608 New
19 20
21
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