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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 %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$13.5M -$3.22M -37,978 -19%
William Blair & Company
77
William Blair & Company
Illinois
$13.4M +$1.31M +15,642 +11%
PFA
78
Pettinga Financial Advisors
Indiana
$13.2M -$2.19M -26,151 -14%
CA
79
Cetera Advisors
Colorado
$12.8M +$7.92M +94,615 +162%
HGWM
80
Horst & Graben Wealth Management
Oregon
$12.7M +$5.19K +62 +0%
TAIM
81
TD Ameritrade Investment Management
Nebraska
$12.7M -$5.61M -67,022 -31%
WWG
82
West Wealth Group
California
$12.6M -$1.4M -16,754 -10%
MSWMA
83
Market Street Wealth Management Advisors
Indiana
$12.5M +$12.5M +148,721 New
SHJ
84
Sharkey, Howes & Javer
Colorado
$11.9M -$2.77M -33,052 -19%
CCA
85
Checchi Capital Advisers
California
$11.8M +$428K +5,115 +4%
SCA
86
STALEY CAPITAL ADVISERS
Pennsylvania
$11.8M -$209K -2,491 -2%
RA
87
RFG Advisory
Alabama
$11.7M +$2.2M +23,771 +23%
KFSC
88
Keystone Financial Services (Colorado)
Colorado
$11.6M +$2M +21,828 +21%
OWA
89
One Wealth Advisors
California
$11.6M +$2.69M +32,146 +30%
SW
90
SteelPeak Wealth
California
$11.4M -$1.52M -18,169 -12%
GT
91
Greenleaf Trust
Michigan
$11.1M +$6.26M +74,712 +128%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$11.1M +$2.37M +28,277 +27%
SB
93
Strategic Blueprint
Georgia
$11M -$598K -7,139 -5%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$10.9M +$3.68M +43,880 +51%
TSA
95
Tri-Star Advisors
Texas
$10.9M +$102K +1,125 +0.9%
T
96
TNF
Montana
$10.9M +$346K +3,793 +3%
CFD
97
Creative Financial Designs
Indiana
$10.8M -$1.42M -16,942 -12%
1WM
98
1900 Wealth Management
Texas
$10.7M -$728K -8,694 -6%
SEIA
99
Signature Estate & Investment Advisors
California
$10.7M +$10.7M +127,346 New
MCIA
100
Mountain Capital Investment Advisors
Colorado
$10.3M -$4.4M -50,155 -30%
2 3
4
5 6