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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 %
BONH
726
Bank of New Hampshire
New Hampshire
– -$57K -714 Closed
CIBC Private Wealth Group
727
CIBC Private Wealth Group
Georgia
– -$48K -600 Closed
LC
728
Legacy CG
Texas
– -$43K -537 Closed
COCM
729
Charter Oak Capital Management
New Hampshire
– -$32K -399 Closed
PO
730
Private Ocean
California
– -$24K -305 Closed
SIM
731
Studio Investment Management
Illinois
– -$24K -292 Closed
TCWM
732
Total Clarity Wealth Management
Illinois
– -$17K -205 Closed
CCM
733
Chilton Capital Management
Texas
– -$15K -186 Closed
HR
734
Howe & Rusling
New York
– -$10K -125 Closed
OHWP
735
Oak Harbor Wealth Partners
North Carolina
– -$10K -123 Closed
WOSD
736
WFA of San Diego
California
– -$9K -110 Closed
PMFA
737
Plante Moran Financial Advisors
Michigan
– -$8K -100 Closed
CI
738
CX Institutional
Indiana
– -$7K -89 Closed
SCA
739
Stonebridge Capital Advisors
Minnesota
– -$5K -67 Closed
BEI
740
Benjamin Edwards Inc
Missouri
– -$5K -61 Closed
BCMLT
741
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$5K -55 Closed
TCWA
742
Ten Capital Wealth Advisors
Washington
– -$4K -45 Closed
FBT
743
First Bank & Trust
South Dakota
– -$3K -43 Closed
PAI
744
Pittenger & Anderson Inc
Nebraska
– -$2K -26 Closed
FMB
745
Field & Main Bank
Kentucky
– -$2K -21 Closed
SFSG
746
Sound Financial Strategies Group
Mississippi
– -$1K -16 Closed
IAMOG
747
Investors Asset Management of Georgia
Georgia
– -$1K -9 Closed
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