EFG icon

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 %
TAM
551
Tocqueville Asset Management
New York
$326K +$12.1K +144 +4%
MIC
552
Means Investment Company
Maine
$325K -$9.3K -111 -3%
9WM
553
9258 Wealth Management
Ohio
$324K -$80.3K -959 -20%
AT
554
American Trust
Kentucky
$318K +$9.6K +151 +3%
CA
555
Claro Advisors
Massachusetts
$317K +$6.95K +83 +2%
PCA
556
Prosperity Capital Advisors
Ohio
$317K +$317K +3,783 New
EA
557
Eudaimonia Advisors
Tennessee
$315K -$94.6K -1,129 -23%
BHPW
558
Beverly Hills Private Wealth
California
$311K +$311K +3,716 New
BFG
559
Beacon Financial Group
Texas
$307K -$69.9K -835 -19%
KWS
560
Keystone Wealth Services
California
$306K -$120K -1,437 -28%
PIA
561
Perennial Investment Advisors
California
$304K -$49.9K -596 -14%
EAM
562
Evanson Asset Management
California
$302K – – –
TA
563
TrueWealth Advisors
Alabama
$300K -$53.8K -642 -15%
CFG
564
Citizens Financial Group
Rhode Island
$299K – – –
RF
565
RHS Financial
California
$298K -$223K -2,659 -43%
LWP
566
Lumature Wealth Partners
Georgia
$295K -$98.8K -1,180 -25%
KFGK
567
Keystone Financial Group (Kentucky)
Kentucky
$295K -$6.78K -81 -2%
SGCA
568
Steel Grove Capital Advisors
Tennessee
$293K -$251K -2,991 -46%
NFC
569
Northeast Financial Consultants
Connecticut
$290K – – –
WF
570
Wayfinding Financial
Washington
$290K -$58.7K -607 -17%
NFP
571
NorthLanding Financial Partners
New York
$284K +$284K +3,392 New
LNB
572
Ledyard National Bank
$284K +$284K +3,388 New
FCB
573
First County Bank
Connecticut
$280K +$280K +3,345 New
LWANC
574
Laurel Wealth Advisors (North Carolina)
North Carolina
$276K +$586 +7 +0.2%
MCM
575
MAI Capital Management
Ohio
$276K -$22.9K -274 -8%
21 22
23
24 25