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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 %
WWG
76
West Wealth Group
California
$18.7M +$4.65M +49,665 +33%
AAS
77
Avantax Advisory Services
Texas
$18M +$1.85M +19,769 +11%
SWM
78
Shakespeare Wealth Management
Wisconsin
$17.3M -$109K -1,165 -0.6%
OPS
79
Orion Portfolio Solutions
Nebraska
$16.9M +$8.69M +92,811 +106%
BCI
80
Brinker Capital Investments
Pennsylvania
$16.9M +$15.2M +161,756 +882%
KAS
81
Kestra Advisory Services
Texas
$16.7M -$21.2M -225,982 -56%
BTI
82
Blue Trust Inc
Georgia
$16.4M -$3.22M -38,467 -16%
MFG
83
Merit Financial Group
Georgia
$15.8M +$5.79M +61,759 +58%
RWP
84
RWA Wealth Partners
Massachusetts
$15.4M -$486K -5,183 -3%
OWA
85
One Wealth Advisors
California
$15.3M +$2.34M +24,959 +18%
SHIM
86
Stone House Investment Management
Pennsylvania
$15.1M +$4.9M +52,253 +48%
SB
87
Strategic Blueprint
Georgia
$14.8M +$2.52M +26,900 +21%
KFSC
88
Keystone Financial Services (Colorado)
Colorado
$14.8M +$2.88M +30,706 +24%
RA
89
RFG Advisory
Alabama
$14.4M +$2.53M +26,958 +21%
WAM
90
Wakefield Asset Management
Colorado
$14.3M +$6.65M +70,966 +87%
T
91
TNF
Montana
$14.1M +$2.71M +28,268 +24%
William Blair & Company
92
William Blair & Company
Illinois
$14M -$1.04M -11,113 -7%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$14M +$1.73M +18,480 +14%
PWA
94
Physician Wealth Advisors
Utah
$13.4M +$2.99M +31,397 +29%
OAP
95
One Advisory Partners
Kansas
$13.4M +$3.45M +36,861 +35%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$13.3M +$912K +9,738 +7%
SS
97
Simplicity Solutions
Minnesota
$13.2M +$12.3M +130,798 +1,246%
SCA
98
STALEY CAPITAL ADVISERS
Pennsylvania
$13.2M -$14.7K -157 -0.1%
LWA
99
Lineweaver Wealth Advisors
Ohio
$13.2M +$13.2M +140,705 New
I
100
INVST
Indiana
$13.2M +$3.42M +35,652 +35%
2 3
4
5 6