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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
$725M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.25B
3
Jane Street
Jane Street
New York
$74M
4
5L
55I LLC
Massachusetts
$124M
5
M&T Bank
M&T Bank
New York
$48.9M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$11.5M
2
LOAMU
Lombard Odier Asset Management (USA)
New York
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$14.2M
4
BlackRock
BlackRock
New York
$157M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$63.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
601
First Manhattan
New York
$54K – – –
TAM
602
Tucker Asset Management
Colorado
$51.4K -$26K -323 -34%
WTA
603
Washington Trust Advisors
Massachusetts
$50K – – –
PP
604
PFS Partners
New Jersey
$50K +$80 +1 +0.2%
National Bank of Canada
605
National Bank of Canada
Quebec, Canada
$48K -$15.2K -190 -24%
CIBC Private Wealth Group
606
CIBC Private Wealth Group
Georgia
$48K – – –
AssetMark Inc
607
AssetMark Inc
California
$46K +$46K +571 New
ACA
608
Aptus Capital Advisors
Alabama
$44K +$25.4K +312 +136%
LC
609
Legacy CG
Texas
$43K +$43K +537 New
HWM
610
HighMark Wealth Management
Minnesota
$42K +$162 +2 +0.4%
ZIG
611
Zullo Investment Group
Pennsylvania
$40K -$18.9K -234 -32%
JFA
612
JNBA Financial Advisors
Minnesota
$39K – – –
GI
613
Gradient Investments
Minnesota
$37K +$1.77K +22 +5%
OIA
614
Optimum Investment Advisors
Illinois
$36K – – –
BA
615
Ballast Advisors
Minnesota
$36K – – –
M1FG
616
Mach-1 Financial Group
Arkansas
$36K +$36K +459 New
BCPWM
617
Bradley & Co Private Wealth Management
Florida
$34K – – –
COCM
618
Charter Oak Capital Management
New Hampshire
$32K – – –
HPC
619
HM Payson & Co
Maine
$32K +$32K +400 New
MPWT
620
MassMutual Private Wealth & Trust
Connecticut
$30K -$4.96K -61 -14%
AIM
621
Anchor Investment Management
South Carolina
$29.2K – – –
CPFP
622
Clear Perspectives Financial Planning
Ohio
$29K -$108K -1,340 -79%
AWM
623
Avior Wealth Management
Nebraska
$29K -$2.4K -30 -8%
PCG
624
Private Capital Group
Connecticut
$28K -$740K -9,145 -96%
GWANC
625
Guardian Wealth Advisors (North Carolina)
North Carolina
$28K +$28K +352 New
23 24
25
26 27