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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 %
WAM
101
Wakefield Asset Management
Colorado
$7.57M +$48.8K +606 +0.6%
LWA
102
Lineweaver Wealth Advisors
Ohio
$7.39M -$2.31M -28,722 -24%
Citigroup
103
Citigroup
New York
$7.13M +$160K +1,985 +2%
I
104
INVST
Indiana
$7.01M +$2.8M +32,039 +67%
LWM
105
Liberty Wealth Management
California
$7M +$706K +8,774 +11%
T
106
TCWP
Ohio
$6.89M -$403K -5,011 -6%
SHIM
107
Stone House Investment Management
Pennsylvania
$6.88M +$42.2K +524 +0.6%
SWP
108
ShoreHaven Wealth Partners
New Jersey
$6.88M +$6.88M +85,466 New
MWM
109
Marion Wealth Management
Pennsylvania
$6.81M -$443K -5,502 -6%
T
110
TNF
Montana
$6.79M +$318K +3,788 +5%
HPC
111
Hobart Private Capital
North Carolina
$6.66M -$196K -2,430 -3%
OAP
112
One Advisory Partners
Kansas
$6.55M -$278K -3,457 -4%
BFA
113
BMS Financial Advisors
South Dakota
$6.51M +$2.82M +25,607 +77%
C1AG
114
Client 1st Advisory Group
Florida
$6.5M -$1.4M -17,362 -18%
AAS
115
Ameritas Advisory Services
Nebraska
$6.39M +$1.37M +16,965 +27%
TSA
116
Tri-Star Advisors
Texas
$6.35M +$151K +1,872 +2%
Goldman Sachs
117
Goldman Sachs
New York
$6.25M -$916K -11,383 -13%
Northern Trust
118
Northern Trust
Illinois
$6.16M +$1.62M +20,170 +36%
BFC
119
Bedel Financial Consulting
Indiana
$6.14M +$6.14M +76,271 New
FCA
120
FLC Capital Advisors
California
$5.9M -$2.23M -27,705 -27%
CCA
121
Checchi Capital Advisers
California
$5.83M +$112K +1,286 +2%
SPIA
122
Steward Partners Investment Advisory
New York
$5.68M +$666K +8,279 +13%
EH
123
Equitable Holdings
New York
$5.65M +$199K +2,475 +4%
CWS
124
Cypress Wealth Services
California
$5.64M -$568K -7,062 -9%
DI
125
Disciplined Investments
Oklahoma
$5.46M +$1.42M +17,602 +35%
3 4
5
6 7