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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 %
FIA
51
Foundations Investment Advisors
Arizona
$18.4M +$1.9M +26,246 +12%
OMC
52
Old Mission Capital
Illinois
$18.1M +$16.4M +225,842 +976%
BDF
53
Balasa Dinverno & Foltz
$17.7M +$3.07M +42,285 +21%
MCWS
54
McKinley Carter Wealth Services
West Virginia
$17.6M +$16.4M +225,373 +1,318%
NB
55
NBT Bank
New York
$17.3M +$100K +1,378 +0.6%
Mariner
56
Mariner
Kansas
$17.2M +$734K +10,113 +4%
IWA
57
Icon Wealth Advisors
Texas
$16.4M +$16.4M +226,177 New
AI
58
Atria Investments
North Carolina
$16.3M +$2.74M +37,715 +20%
TAIM
59
TD Ameritrade Investment Management
Nebraska
$15.9M +$1.15M +15,808 +8%
BAAM
60
Baker Avenue Asset Management
California
$15.7M -$922K -12,704 -6%
IDA
61
Intelligence Driven Advisers
California
$15.7M -$1.97M -26,078 -11%
HighTower Advisors
62
HighTower Advisors
Illinois
$15.1M +$3.39M +46,851 +29%
RFA
63
RTD Financial Advisors
Pennsylvania
$15M -$315K -4,335 -2%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$14.4M +$1.51M +20,699 +12%
CP
65
Covenant Partners
Tennessee
$14.2M +$1.73M +23,782 +14%
BFPW
66
BOK Financial Private Wealth
Colorado
$14.1M -$4.03M -55,519 -22%
BTI
67
Blue Trust Inc
Georgia
$14.1M -$1.21M -15,084 -8%
HFA
68
High Falls Advisors
New York
$13.7M +$3.91M +53,941 +40%
PFA
69
Pettinga Financial Advisors
Indiana
$13.3M +$3.61M +49,710 +37%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$13.1M +$3.02M +41,665 +30%
CG
71
Colony Group
Massachusetts
$13.1M +$3.22M +44,311 +33%
SWM
72
Shakespeare Wealth Management
Wisconsin
$12.9M +$1.32M +18,221 +11%
SHJ
73
Sharkey, Howes & Javer
Colorado
$12.7M +$4.02M +55,390 +46%
MCIA
74
Mountain Capital Investment Advisors
Colorado
$12.3M +$1.63M +22,164 +15%
WWG
75
West Wealth Group
California
$12.1M +$3.56M +49,064 +42%
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