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
$312M
2
AWA
Arete Wealth Advisors
Illinois
$2.75B
3
PWM
PRW Wealth Management
Massachusetts
$55.9M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$54.4M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$32.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.8B
2
Jane Street
Jane Street
New York
$60.9M
3
Bank of America
Bank of America
North Carolina
$378M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$698M
5
LPL Financial
LPL Financial
California
$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFP
626
Beacon Financial Planning
Massachusetts
$211K +$211K +2,515 New
CGL
627
Clarius Group LLC
Washington
$210K +$210K +2,505 New
V
628
ViaWealth
Kansas
$209K +$209K +2,392 New
MPCL
629
My Personal CFO LLC
Washington
$207K +$207K +2,476 New
EFL
630
ERn Financial LLC
Wisconsin
$206K +$206K +2,462 New
RMC
631
Regis Management Company
California
$206K +$206K +2,465 New
DA
632
Detalus Advisors
Missouri
$202K +$202K +2,406 New
FFM
633
Forum Financial Management
Illinois
$201K -$50.5K -603 -20%
RFA
634
Resurgent Financial Advisors
Georgia
$200K +$200K +2,390 New
MPWT
635
MassMutual Private Wealth & Trust
Connecticut
$200K +$53.9K +644 +37%
FP
636
Financial Perspectives
Minnesota
$197K +$28.9K +345 +17%
FCA
637
Fortis Capital Advisors
Kansas
$195K +$195K +2,331 New
SMA
638
Sage Mountain Advisors
Georgia
$194K -$64.9K -775 -25%
GI
639
Gradient Investments
Minnesota
$189K +$155K +1,846 +455%
NRC
640
New Republic Capital
North Carolina
$175K +$175K +2,093 New
AAG
641
Armstrong Advisory Group
Massachusetts
$165K +$165K +1,967 New
LFA
642
LGT Financial Advisors
Texas
$162K +$162K +1,932 New
FFA
643
Founders Financial Alliance
North Carolina
$154K -$7.46K -89 -5%
Fifth Third Bancorp
644
Fifth Third Bancorp
Ohio
$148K -$20.8K -248 -12%
AA
645
Addison Advisors
Vermont
$142K +$132K +1,580 +1,317%
TRCT
646
Tower Research Capital (TRC)
New York
$136K +$135K +1,614 +23,057%
MFT
647
Moisand Fitzgerald Tamayo
Florida
$133K +$32.9K +393 +33%
PFO
648
Pathstone Family Office
New Jersey
$130K +$130K +226,414 New
MCC
649
Money Concepts Capital
Florida
$128K +$47.7K +569 +59%
ACA
650
Aptus Capital Advisors
Alabama
$124K +$6.28K +75 +5%
24 25
26
27 28