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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 %
SFSG
751
Sound Financial Strategies Group
Mississippi
$1.34K +$1.34K +16 New
BBHC
752
Brown Brothers Harriman & Co
New York
$1.26K – – –
PFA
753
Pathway Financial Advisers
Indiana
$1.18K +$1.18K +14 New
TFA
754
Transamerica Financial Advisors
Florida
$1K – – –
FRA
755
Front Row Advisors
California
$1K – – –
VF
756
VitalStone Financial
Texas
$1K +$1K +6 New
SSC
757
Syverson Strege & Co
Iowa
$917 – – –
HCP
758
Hexagon Capital Partners
Arkansas
$670 – – –
SWM
759
Sanctuary Wealth Management
Idaho
$503 +$503 +6 New
GG
760
Gleason Group
Kentucky
$435 – – –
BCA
761
Bray Capital Advisors
Florida
$168 – – –
CMP
762
Coston McIsaac & Partners
Maine
$40 +$40 +480 New
MA
763
MUFG Americas
New York
– -$11.1M -153,109 Closed
WF
764
Williams Financial
Vermont
– -$3.52M -48,472 Closed
SWM
765
Scissortail Wealth Management
Oklahoma
– -$2.55M -33,722 Closed
CCMG
766
Clark Capital Management Group
Pennsylvania
– -$2.43M -33,457 Closed
SWP
767
Strategic Wealth Partners
Ohio
– -$920K -12,681 Closed
Squarepoint
768
Squarepoint
New York
– -$678K -9,341 Closed
NCM
769
NCM Capital Management
New Jersey
– -$635K -8,756 Closed
WI
770
Wintrust Investments
Illinois
– -$500K -6,885 Closed
Financial Engines Advisors
771
Financial Engines Advisors
California
– -$392K -5,414 Closed
HWM
772
Hohimer Wealth Management
Washington
– -$391K -5,395 Closed
TFA
773
Teamwork Financial Advisors
Texas
– -$377K -5,198 Closed
HIC
774
Hartline Investment Corp
Illinois
– -$356K -4,899 Closed
AWA
775
Arkadios Wealth Advisors
Georgia
– -$339K -4,670 Closed
29 30
31
32 33