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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 %
NMG
726
New Millennium Group
Utah
$8.14K -$1.31K -14 -14%
TCM
727
Tanaka Capital Management
New York
$8K – – –
FDCC
728
Foster Dykema Cabot & Co
Massachusetts
$8K +$8K +84 New
PP
729
PFS Partners
New Jersey
$7.69K -$50.5K -539 -87%
BC
730
Bartlett & Co
Ohio
$7K – – –
BCWM
731
Bartlett & Co Wealth Management
Ohio
$6.75K – – –
TAM
732
Townsend Asset Management
North Carolina
$5.84K – – –
IWP
733
IAG Wealth Partners
Wisconsin
$5.71K -$5.53K -59 -49%
BBPWM
734
Blue Bell Private Wealth Management
Pennsylvania
$5.71K – – –
SCA
735
Stonebridge Capital Advisors
Minnesota
$5.71K +$5.71K +61 New
CA
736
Centerpoint Advisors
Massachusetts
$5K – – –
VF
737
VitalStone Financial
Texas
$5K +$4.49K +53 +883%
GFWA
738
Grey Fox Wealth Advisors
Delaware
$4.59K +$4.59K +49 New
BCMLT
739
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.4K – – –
CIAS
740
Capital Investment Advisory Services
North Carolina
$4.31K +$4.31K +46 New
VCM
741
Versant Capital Management
Arizona
$4.03K – – –
IHWM
742
Iron Horse Wealth Management
Iowa
$3.19K – – –
BHWM
743
Beaird Harris Wealth Management
Texas
$3.14K -$370 -4 -11%
MBFW
744
Morton Brown Family Wealth
Pennsylvania
$2.44K +$2.44K +26 New
FGAM
745
Financial Gravity Asset Management
Texas
$2.24K +$2.24K +24,242 New
MWC
746
MBM Wealth Consultants
Missouri
$2K – – –
MCI
747
MRP Capital Investments
Georgia
$1.78K +$1.78K +19 New
BBHC
748
Brown Brothers Harriman & Co
New York
$1.41K – – –
SSC
749
Syverson Strege & Co
Iowa
$1.03K – – –
FRA
750
Front Row Advisors
California
$1K – – –
28 29
30
31 32