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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

683 hedge funds and large institutions have $7.5B invested in iShares MSCI EAFE Growth ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 316 increasing their positions, 196 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
-14
Holders Change %
-2.01%
% of All Funds
11.81%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.04%
New
60
Increased
316
Reduced
196
Closed
64
Calls
$1.54M
Puts
–
Net Calls
+$1.54M
Net Calls Change
-$73K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.69B
2
LPL Financial
LPL Financial
California
$347M
3
BlackRock
BlackRock
New York
$230M
4
Morgan Stanley
Morgan Stanley
New York
$343M
5
PAS
Park Avenue Securities
New York
$163M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$95.4M
3
M&T Bank
M&T Bank
New York
$78.7M
4
FWP
FAS Wealth Partners
Kansas
$33.7M
5
CIAS
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSC
676
Syverson Strege & Co
Iowa
$1K – – –
FRA
677
Front Row Advisors
California
$1K – – –
GWSG
678
GPS Wealth Strategies Group
Colorado
$1K – – –
HWA
679
HHM Wealth Advisors
Tennessee
$1K – – –
BBHC
680
Brown Brothers Harriman & Co
New York
$1K +$1K +15 New
TCOV
681
Trust Company of Vermont
Vermont
$1K +$1K +15 New
WFA
682
Wipfli Financial Advisors
Wisconsin
$1K +$1K +17 New
FHC
683
First Heartland Consultants
Missouri
$464 +$142 +1,954 +44%
FTUS
684
Flow Traders U.S.
New York
– -$26.3M -326,195 Closed
CIAS
685
CFS Investment Advisory Services
New Jersey
– -$11.5M -142,265 Closed
LWA
686
Lineweaver Wealth Advisors
Ohio
– -$7.39M -91,801 Closed
SAM
687
Silverhawk Asset Management
Arizona
– -$5.32M -66,075 Closed
RWIA
688
Roger Wittlin Investment Advisory
California
– -$1.85M -22,959 Closed
Renaissance Technologies
689
Renaissance Technologies
New York
– -$1.65M -20,500 Closed
AO
690
Advisor OS
Illinois
– -$1.12M -13,891 Closed
IF
691
Intrua Financial
Texas
– -$594K -7,385 Closed
NWA
692
Navis Wealth Advisors
New York
– -$480K -5,967 Closed
HR
693
Hardy Reed
Mississippi
– -$447K -5,557 Closed
MC
694
Middleton & Co
Massachusetts
– -$435K -5,400 Closed
CFB
695
Cullen/Frost Bankers
Texas
– -$431K -5,359 Closed
BIP
696
Blueprint Investment Partners
North Carolina
– -$416K -5,167 Closed
LWAM
697
Legacy Wealth Asset Management
Minnesota
– -$327K -4,061 Closed
LAS
698
Lloyd Advisory Services
Georgia
– -$308K -3,824 Closed
C
699
CEDRUS
Colorado
– -$305K -3,793 Closed
AL
700
Aspiriant LLC
California
– -$301K -3,742 Closed
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