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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
$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 %
Mariner
51
Mariner
Kansas
$24M +$4.12M +49,211 +21%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$23.8M -$2.89M -34,445 -11%
FIA
53
Foundations Investment Advisors
Arizona
$23.7M +$2.44M +29,115 +11%
CCWM
54
Cassaday & Co Wealth Management
Virginia
$23.7M +$23.7M +282,722 New
CW
55
CreativeOne Wealth
Kansas
$22.6M +$280K +3,337 +1%
HighTower Advisors
56
HighTower Advisors
Illinois
$22.5M +$4.96M +59,162 +28%
AWS
57
Atria Wealth Solutions
New York
$22.4M -$1.48M -17,627 -6%
APW
58
Austin Private Wealth
Texas
$21.9M -$424K -5,067 -2%
CP
59
Covenant Partners
Tennessee
$21.5M +$5.14M +61,416 +31%
BRWA
60
B. Riley Wealth Advisors
Florida
$21.2M -$772K -9,219 -4%
MCWS
61
McKinley Carter Wealth Services
West Virginia
$20.8M +$482K +5,750 +2%
Prudential Financial
62
Prudential Financial
New Jersey
$20.3M -$1.34M -15,958 -6%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$20M -$1.28M -14,961 -6%
NB
64
NBT Bank
New York
$19.9M -$41.5K -496 -0.2%
RFA
65
RTD Financial Advisors
Pennsylvania
$17.5M +$231K +2,753 +1%
AI
66
Atria Investments
North Carolina
$17.5M -$1.34M -16,024 -7%
CG
67
Colony Group
Massachusetts
$17.5M +$2.38M +28,411 +16%
BTI
68
Blue Trust Inc
Georgia
$17M +$4.28M +59,011 +34%
IWA
69
Icon Wealth Advisors
Texas
$16.7M -$2.22M -26,497 -12%
JFGIW
70
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.3M +$7.68M +91,722 +89%
SWM
71
Shakespeare Wealth Management
Wisconsin
$15.6M +$673K +8,037 +5%
RWP
72
RWA Wealth Partners
Massachusetts
$15M -$34.3M -385,958 -69%
AAS
73
Avantax Advisory Services
Texas
$14.5M +$2.5M +29,846 +21%
EWM
74
Evercore Wealth Management
New York
$14M +$14M +166,602 New
HFA
75
High Falls Advisors
New York
$13.7M -$2.12M -25,287 -13%
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