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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

697 hedge funds and large institutions have $6.79B invested in iShares MSCI EAFE Growth ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 262 increasing their positions, 264 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-19
Holders Change %
-2.65%
% of All Funds
11.79%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.95%
New
70
Increased
262
Reduced
264
Closed
77
Calls
$1.61M
Puts
–
Net Calls
+$1.61M
Net Calls Change
-$46.2M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$725M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.25B
3
Jane Street
Jane Street
New York
$74M
4
5L
55I LLC
Massachusetts
$124M
5
M&T Bank
M&T Bank
New York
$48.9M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$11.5M
2
LOAMU
Lombard Odier Asset Management (USA)
New York
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$14.2M
4
BlackRock
BlackRock
New York
$157M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$63.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
76
Colony Group
Massachusetts
$10.9M -$8.42M -104,667 -44%
1WM
77
1900 Wealth Management
Texas
$10.9M -$588K -7,301 -5%
HFA
78
High Falls Advisors
New York
$10.8M +$126K +1,566 +1%
MGIA
79
Moneta Group Investment Advisors
Missouri
$10.8M +$1.94M +24,159 +22%
CFD
80
Creative Financial Designs
Indiana
$10.8M +$366K +4,548 +4%
PFA
81
Pettinga Financial Advisors
Indiana
$10.8M +$155K +1,921 +1%
PWPS
82
Pinnacle Wealth Planning Services
Ohio
$10.7M +$7.99M +99,311 +291%
CWM
83
Cranbrook Wealth Management
Michigan
$10.6M -$18.2K -226 -0.2%
KFSC
84
Keystone Financial Services (Colorado)
Colorado
$10.4M +$3.96M +46,202 +62%
RA
85
RFG Advisory
Alabama
$9.82M +$5.31M +61,839 +118%
SB
86
Strategic Blueprint
Georgia
$9.74M -$1.32M -16,446 -12%
OWA
87
One Wealth Advisors
California
$9.71M +$1.86M +23,144 +24%
SHJ
88
Sharkey, Howes & Javer
Colorado
$9.68M +$487K +6,046 +5%
WWG
89
West Wealth Group
California
$9.48M +$179K +2,226 +2%
AAS
90
Avantax Advisory Services
Texas
$9.2M +$4.45M +55,286 +94%
FA
91
Fountainhead AM
New Jersey
$9.07M +$3.24M +40,232 +56%
PWA
92
Physician Wealth Advisors
Utah
$8.68M +$2.39M +27,369 +38%
SWM
93
Southern Wealth Management
Texas
$8.58M +$5.96M +74,086 +228%
HGWM
94
Horst & Graben Wealth Management
Oregon
$8.4M +$449K +5,583 +6%
SW
95
SteelPeak Wealth
California
$8.39M +$132K +1,639 +2%
PPP
96
Private Portfolio Partners
New Jersey
$8.36M +$721K +8,959 +9%
PFG
97
PAX Financial Group
Texas
$8.19M -$957K -11,893 -10%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$8M +$4.18M +51,900 +109%
RWA
99
RGT Wealth Advisors
Texas
$7.85M +$5.21M +64,731 +197%
BRWA
100
B. Riley Wealth Advisors
Florida
$7.65M +$186K +2,305 +2%
2 3
4
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