EFG icon

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 %
HCP
751
Hexagon Capital Partners
Arkansas
$749 – – –
TCWA
752
Ten Capital Wealth Advisors
Washington
$749 +$749 +8 New
GWSG
753
GPS Wealth Strategies Group
Colorado
$656 +$656 +7 New
GG
754
Gleason Group
Kentucky
$487 – – –
SEIA
755
Signature Estate & Investment Advisors
California
– -$10.7M -127,346 Closed
TSA
756
Tri-Star Advisors
Texas
– -$10.9M -120,339 Closed
MCIA
757
Mountain Capital Investment Advisors
Colorado
– -$10.3M -117,372 Closed
Kayne Anderson Rudnick Investment Management
758
Kayne Anderson Rudnick Investment Management
California
– -$8.4M -100,012 Closed
CG
759
CFO4Life Group
Texas
– -$6.33M -75,557 Closed
WCM Investment Management
760
WCM Investment Management
California
– -$5.11M -61,049 Closed
CPWA
761
Cerro Pacific Wealth Advisors
California
– -$4.21M -50,318 Closed
Susquehanna International Group
762
Susquehanna International Group
Pennsylvania
– -$4.14M -49,421 Closed
HL
763
Harding Loevner
New Jersey
– -$3.07M -36,646 Closed
STA
764
Summit Trail Advisors
New York
– -$2.32M -27,722 Closed
UW
765
Unique Wealth
Florida
– -$1.82M -21,773 Closed
NWA
766
New World Advisors
Massachusetts
– -$1.81M -21,604 Closed
Tudor Investment Corp
767
Tudor Investment Corp
Connecticut
– -$1.75M -20,941 Closed
CG
768
Corundum Group
Colorado
– -$1.71M -20,394 Closed
RP
769
Riverwater Partners
Wisconsin
– -$1.36M -16,254 Closed
OWA
770
Opal Wealth Advisors
New York
– -$1.31M -15,655 Closed
FCAM
771
First Citizens Asset Management
North Carolina
– -$1.01M -12,003 Closed
Neuberger Berman Group
772
Neuberger Berman Group
New York
– -$1M -11,967 Closed
OWM
773
Orgel Wealth Management
Wisconsin
– -$795K -9,489 Closed
NYLIM
774
New York Life Investment Management
New York
– -$671K -8,013 Closed
OFG
775
OmniStar Financial Group
North Carolina
– -$607K -7,252 Closed
29 30
31
32 33