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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 %
BA
576
Bristlecone Advisors
Washington
$275K – – –
RB
577
Renasant Bank
Mississippi
$275K +$275K +3,280 New
JSL
578
JT Stratford LLC
Georgia
$274K +$274K +3,268 New
KIG
579
Kowal Investment Group
Wisconsin
$274K -$60.4K -721 -18%
FANJ
580
Financial Architects (New Jersey)
New Jersey
$272K -$36.3K -433 -12%
CA
581
Continuum Advisory
Idaho
$270K -$20.4K -243 -7%
SWP
582
Semus Wealth Partners
Florida
$270K +$270K +3,218 New
AA
583
Argent Advisors
Louisiana
$269K -$7.37K -88 -3%
WCF
584
West Coast Financial
California
$266K – – –
B
585
Bridgeworth
Alabama
$265K +$22.5K +269 +9%
SWM
586
SeaCrest Wealth Management
New York
$265K +$265K +3,162 New
PCIA
587
Prime Capital Investment Advisors
Kansas
$264K +$264K +3,154 New
AWM
588
Axxcess Wealth Management
California
$264K +$264K +3,149 New
VWM
589
Vigilare Wealth Management
Arizona
$262K -$50.6K -604 -16%
MIH
590
Meitav Investment House
Israel
$261K – – –
SAMC
591
Spectrum Asset Management (California)
California
$257K -$8.54K -102 -3%
GCP
592
GSA Capital Partners
United Kingdom
$256K +$256K +3,059 New
MCA
593
MSH Capital Advisors
Arizona
$254K +$254K +3,033 New
AIA
594
Arcadia Investment Advisors
Idaho
$252K – – –
WLIM
595
White Lighthouse Investment Management
Massachusetts
$252K – – –
LOAMS
596
Lombard Odier Asset Management (Switzerland)
Switzerland
$251K -$8.23M -98,300 -97%
CA
597
Cortland Associates
Missouri
$250K – – –
APW
598
Atlantic Private Wealth
North Carolina
$248K – – –
PCS
599
Personal CFO Solutions
New Jersey
$247K -$293K -3,500 -54%
MWM
600
Marion Wealth Management
Pennsylvania
$243K -$68K -812 -22%
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24
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