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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 %
API
601
Advisor Partners II
California
$242K +$242K +2,890 New
TIA
602
Traphagen Investment Advisors
New Jersey
$242K +$242K +5,178 New
OC
603
Oakworth Capital
Alabama
$238K – – –
ACP
604
Aveo Capital Partners
Colorado
$235K -$72.1K -861 -23%
VP
605
Verum Partners
North Carolina
$235K +$235K +2,801 New
JIP
606
Jaffetilchin Investment Partners
Florida
$235K -$124K -1,478 -35%
DC
607
Davenport & Co
Virginia
$233K -$33.4K -399 -13%
MA
608
MKT Advisors
California
$230K +$230K +2,596 New
RWA
609
Rooted Wealth Advisors
Illinois
$230K +$230K +2,748 New
WB
610
WesBanco Bank
West Virginia
$227K +$227K +2,716 New
YIH
611
Y-Intercept (HK)
Hong Kong
$226K -$683K -8,159 -75%
ACI
612
Alpha Cubed Investments
California
$225K +$225K +2,692 New
FNT
613
First National Trust
Pennsylvania
$218K -$74.5K -890 -25%
ANTB
614
AMG National Trust Bank
Colorado
$218K -$548K -6,545 -72%
LWAM
615
Legacy Wealth Asset Management
Minnesota
$217K +$217K +2,587 New
RIG
616
RiverFront Investment Group
Virginia
$216K -$841K -10,037 -80%
DIM
617
Delta Investment Management
California
$216K +$216K +2,575 New
GFPC
618
Global Financial Private Client
Florida
$215K -$749K -8,939 -78%
OGF
619
Orin Green Financial
California
$214K +$214K +2,560 New
AFP
620
Ausdal Financial Partners
Iowa
$214K -$24.7K -295 -10%
CPO
621
Cerity Partners OCIO
New York
$214K +$214K +2,553 New
PA
622
Parallel Advisors
California
$214K +$54.1K +646 +34%
LC
623
Lindbrook Capital
California
$212K – – –
MIM
624
Miller Investment Management
Pennsylvania
$212K +$212K +2,535 New
TFF
625
The Family Firm
Maryland
$211K +$211K +2,516 New
23 24
25
26 27