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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 %
DWP
801
Destiny Wealth Partners
Florida
– -$55K -657 Closed
CG
802
Cutler Group
California
– -$41K -500 Closed
ZIG
803
Zullo Investment Group
Pennsylvania
– -$39.5K -471 Closed
GMA
804
Glassy Mountain Advisors
Maryland
– -$36.6K -437 Closed
LS
805
Leelyn Smith
Illinois
– -$25.9K -309 Closed
RBC
806
Romano Brothers & Co
Illinois
– -$23.9K -285 Closed
AWM
807
Accurate Wealth Management
Florida
– -$18.5K -211 Closed
FA
808
Fiduciary Alliance
South Carolina
– -$15.8K -189 Closed
IAIM
809
Industrial Alliance Investment Management
Quebec, Canada
– -$14K -168 Closed
CA
810
Corrado Advisors
New Jersey
– -$12.6K -150 Closed
LAM
811
Lakewood Asset Management
Illinois
– -$11K -130 Closed
WOSD
812
WFA of San Diego
California
– -$9.21K -110 Closed
RIA
813
Realta Investment Advisors
Delaware
– -$6.55K -78 Closed
SFCL
814
Strengthening Families & Communities LLC
Massachusetts
– -$5K -63 Closed
RFS
815
Retirement Financial Solutions
Tennessee
– -$3.85K -46 Closed
EW
816
Element Wealth
Mississippi
– -$3.02K -36 Closed
MSCM
817
McElhenny Sheffield Capital Management
Texas
– -$2.85K -34 Closed
FWA
818
Freedom Wealth Alliance
Wisconsin
– -$2.43K -29 Closed
KOMWMG
819
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$2K -27 Closed
PFA
820
Pathway Financial Advisers
Indiana
– -$1.18K -14 Closed
BCA
821
Bray Capital Advisors
Florida
– -$168 -2 Closed
TFA
822
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
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