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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 %
TC
526
TAP Consulting
Missouri
$378K -$207K -2,468 -35%
TP
527
Tranquility Partners
Tennessee
$377K +$98.5K +1,176 +35%
SA
528
SFI Advisors
New Jersey
$375K +$375K +4,482 New
SIA
529
Stegner Investment Associates
Kentucky
$372K +$58.2K +695 +19%
3LCM
530
3D/L Capital Management
Connecticut
$368K -$25.7K -307 -7%
MBT
531
Montecito Bank & Trust
California
$365K +$365K +4,352 New
AIM
532
Athena Investment Management
California
$363K – – –
HCMT
533
Highland Capital Management (Tennessee)
Tennessee
$363K -$12.4K -148 -3%
IGWM
534
ICA Group Wealth Management
Colorado
$362K -$19.1K -228 -5%
PFA
535
Pinnacle Family Advisors
Missouri
$360K -$20.5K -245 -5%
Qube Research & Technologies (QRT)
536
Qube Research & Technologies (QRT)
United Kingdom
$360K -$1.39M -16,577 -79%
OLVIG
537
Oliver Lagore Vanvalin Investment Group
Michigan
$353K -$260K -3,099 -42%
SPWG
538
Syntegra Private Wealth Group
Missouri
$351K +$351K +4,191 New
AFAS
539
Acorn Financial Advisory Services
Virginia
$350K -$2.01K -24 -0.6%
FTS
540
Fifth Third Securities
Ohio
$345K -$9.8K -117 -3%
SW
541
SVB Wealth
Massachusetts
$344K -$278K -3,322 -45%
SI
542
Stephens Inc
Arkansas
$338K +$7.87K +94 +2%
MSFS
543
Main Street Financial Solutions
Pennsylvania
$338K -$34.3K -410 -9%
CIBC World Market
544
CIBC World Market
Ontario, Canada
$338K +$8.45K +101 +3%
KA
545
Kovack Advisors
Florida
$338K -$110K -1,319 -25%
OBWP
546
O'Brien Wealth Partners
Massachusetts
$336K -$4.74M -56,625 -93%
UB
547
UMB Bank
Missouri
$335K -$7.95K -95 -2%
ACA
548
Aspire Capital Advisors
Washington
$334K – – –
FPGK
549
Financial Partners Group (Kansas)
Kansas
$334K -$332K -3,628 -50%
TCM
550
TD Capital Management
Tennessee
$326K +$586 +7 +0.2%
20 21
22
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