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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
1
JPMorgan Chase & Co
New York
$312M
2
AWA
2
Arete Wealth Advisors
Illinois
$2.75B
3
PWM
3
PRW Wealth Management
Massachusetts
$55.9M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$54.4M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$32.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.8B
2
Jane Street
2
Jane Street
New York
$60.9M
3
Bank of America
3
Bank of America
North Carolina
$378M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$698M
5
LPL Financial
5
LPL Financial
California
$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
726
IAG Wealth Partners
Wisconsin
$10.1K -$16.7K -199 -62%
WOSD
727
WFA of San Diego
California
$9.21K +$9.21K +110 New
AWM
728
Accel Wealth Management
Iowa
$8.88K – – –
NMG
729
New Millennium Group
Utah
$8.45K -$5.36K -64 -39%
OSNBOA
730
Old Second National Bank of Aurora
Illinois
$8.04K – – –
HFS
731
Hantz Financial Services
Michigan
$8K – – –
BLC
732
Brown, Lisle/Cummings
Rhode Island
$7.29K – – –
TCM
733
Tanaka Capital Management
New York
$7K – – –
RIA
734
Realta Investment Advisors
Delaware
$6.55K +$6.55K +78 New
GJIA
735
Glass Jacobson Investment Advisors
Maryland
$6.28K +$6.28K +75 New
BCWM
736
Bartlett & Co Wealth Management
Ohio
$6.03K – – –
BC
737
Bartlett & Co
Ohio
$6K – – –
TAM
738
Townsend Asset Management
North Carolina
$5.23K – – –
BBPWM
739
Blue Bell Private Wealth Management
Pennsylvania
$5.11K – – –
SFCL
740
Strengthening Families & Communities LLC
Massachusetts
$5K – – –
CA
741
Centerpoint Advisors
Massachusetts
$5K +$5K +56 New
BCMLT
742
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.94K +$3.94K +47 New
RFS
743
Retirement Financial Solutions
Tennessee
$3.85K +$3.85K +46 New
VCM
744
Versant Capital Management
Arizona
$3.6K +$3.6K +43 New
BHWM
745
Beaird Harris Wealth Management
Texas
$3.15K +$83 +1 +3%
EW
746
Element Wealth
Mississippi
$3.02K -$4.19K -50 -58%
IHWM
747
Iron Horse Wealth Management
Iowa
$3K +$3K +34 New
MSCM
748
McElhenny Sheffield Capital Management
Texas
$2.85K +$2.85K +34 New
FWA
749
Freedom Wealth Alliance
Wisconsin
$2.43K +$2.43K +29 New
KOMWMG
750
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2K +$2K +27 New
28 29
30
31 32