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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

753 hedge funds and large institutions have $11.8B invested in iShares MSCI EAFE Growth ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 344 increasing their positions, 223 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
12.05%
Holding in Top 10
86
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+40.98%
% of All Funds
1.38%
New
77
Increased
344
Reduced
223
Closed
68
Calls
$459K
Puts
–
Net Calls
+$459K
Net Calls Change
-$1.74M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.94B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$606M
3
LPL Financial
LPL Financial
California
$601M
4
BlackRock
BlackRock
New York
$400M
5
PAS
Park Avenue Securities
New York
$283M

Top Sellers

1
Jane Street
Jane Street
New York
$1.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.5M
3
KAS
Kestra Advisory Services
Texas
$16.7M
4
PWM
PRW Wealth Management
Massachusetts
$11M
5
BF
BOK Financial
Oklahoma
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$27.6M -$4.73M -50,440 -15%
IWP
52
Icon Wealth Partners
Texas
$27.5M +$27.5M +293,397 New
BF
53
BOK Financial
Oklahoma
$26.7M -$18.7M -200,032 -41%
BRWA
54
B. Riley Wealth Advisors
Florida
$26.1M +$2.43M +25,899 +10%
Mariner
55
Mariner
Kansas
$25.3M -$1.47M -15,704 -5%
CCWM
56
Cassaday & Co Wealth Management
Virginia
$25.2M -$1.24M -13,241 -5%
CCB
57
Country Club Bank
Missouri
$24.8M -$2.39M -25,652 -9%
MCWS
58
McKinley Carter Wealth Services
West Virginia
$24M +$719K +7,679 +3%
CP
59
Covenant Partners
Tennessee
$23.6M -$478K -5,107 -2%
PFA
60
Pettinga Financial Advisors
Indiana
$22.5M +$7.8M +83,279 +53%
HFA
61
High Falls Advisors
New York
$22.5M +$7.24M +77,320 +47%
NB
62
NBT Bank
New York
$22.4M +$93.9K +1,002 +0.4%
HighTower Advisors
63
HighTower Advisors
Illinois
$22.2M -$2.92M -31,275 -12%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$21.5M -$27.3M -291,332 -56%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$21.4M -$484K -5,167 -2%
CA
66
Cetera Advisors
Colorado
$21.2M +$6.85M +73,100 +48%
CSWG
67
Cardinal Strategic Wealth Guidance
Kentucky
$21.1M +$15.5M +165,368 +278%
MSWMA
68
Market Street Wealth Management Advisors
Indiana
$20.5M +$6.6M +70,467 +47%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$19.9M +$5.11M +54,964 +35%
HGWM
70
Horst & Graben Wealth Management
Oregon
$19.9M +$5.67M +60,520 +40%
RFA
71
RTD Financial Advisors
Pennsylvania
$19.8M +$175K +1,869 +0.9%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$19.8M -$13M -139,243 -40%
CG
73
Colony Group
Massachusetts
$19.6M +$60K +640 +0.3%
SW
74
SteelPeak Wealth
California
$19.3M +$6.55M +69,884 +51%
SHJ
75
Sharkey, Howes & Javer
Colorado
$19.2M +$5.88M +62,754 +44%
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