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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

683 hedge funds and large institutions have $7.5B invested in iShares MSCI EAFE Growth ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 316 increasing their positions, 196 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
-14
Holders Change %
-2.01%
% of All Funds
11.81%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.04%
New
60
Increased
316
Reduced
196
Closed
64
Calls
$1.54M
Puts
–
Net Calls
+$1.54M
Net Calls Change
-$73K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.69B
2
LPL Financial
LPL Financial
California
$347M
3
BlackRock
BlackRock
New York
$230M
4
Morgan Stanley
Morgan Stanley
New York
$343M
5
PAS
Park Avenue Securities
New York
$163M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$95.4M
3
M&T Bank
M&T Bank
New York
$78.7M
4
FWP
FAS Wealth Partners
Kansas
$33.7M
5
CIAS
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
76
SteelPeak Wealth
California
$11.2M +$3.64M +50,195 +48%
MA
77
MUFG Americas
New York
$11.1M -$966K -13,307 -8%
HGWM
78
Horst & Graben Wealth Management
Oregon
$11M +$3.44M +47,453 +45%
CFD
79
Creative Financial Designs
Indiana
$10.6M +$883K +12,168 +9%
William Blair & Company
80
William Blair & Company
Illinois
$10.5M -$37.4K -515 -0.4%
PWPS
81
Pinnacle Wealth Planning Services
Ohio
$10.5M +$787K +10,849 +8%
SCA
82
STALEY CAPITAL ADVISERS
Pennsylvania
$10.4M +$84.1K +1,159 +0.8%
AAS
83
Avantax Advisory Services
Texas
$10.4M +$2.09M +28,763 +25%
SB
84
Strategic Blueprint
Georgia
$10M +$1.25M +17,162 +14%
1WM
85
1900 Wealth Management
Texas
$9.91M +$111K +1,535 +1%
CCA
86
Checchi Capital Advisers
California
$9.86M +$5M +68,935 +103%
TWM
87
Tanglewood Wealth Management
Texas
$9.78M +$9.02M +124,309 +1,193%
MGIA
88
Moneta Group Investment Advisors
Missouri
$9.46M -$301K -4,151 -3%
CWM
89
Cranbrook Wealth Management
Michigan
$9.33M -$253K -3,484 -3%
PFG
90
PAX Financial Group
Texas
$9.25M +$1.86M +25,651 +25%
TF
91
TIAA FSB
Florida
$9M +$8.74M +120,392 +3,259%
FA
92
Fountainhead AM
New Jersey
$8.95M +$775K +10,677 +9%
TSA
93
Tri-Star Advisors
Texas
$8.79M +$2.99M +40,522 +51%
LWM
94
Liberty Wealth Management
California
$8.69M +$2.38M +32,841 +38%
T
95
TNF
Montana
$8.43M +$2.52M +34,413 +43%
SHIM
96
Stone House Investment Management
Pennsylvania
$8.34M +$2.14M +29,453 +34%
MFG
97
Merit Financial Group
Georgia
$8.23M -$2.23M -30,723 -21%
OAP
98
One Advisory Partners
Kansas
$8.19M +$2.28M +31,465 +39%
RA
99
RFG Advisory
Alabama
$8.12M -$917K -11,588 -10%
KFSC
100
Keystone Financial Services (Colorado)
Colorado
$8.01M -$1.2M -15,773 -13%
2 3
4
5 6