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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 %
PWA
101
Physician Wealth Advisors
Utah
$7.87M +$244K +3,182 +3%
JFGIW
102
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.8M -$6.49M -85,308 -45%
SMG
103
Spectrum Management Group
Indiana
$7.77M +$3.52M +48,492 +83%
KFI
104
Key Financial Inc
Pennsylvania
$7.69M +$5.44M +74,905 +241%
OWA
105
One Wealth Advisors
California
$7.69M -$1.06M -14,674 -12%
Goldman Sachs
106
Goldman Sachs
New York
$7.68M +$2.04M +28,137 +36%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$7.58M +$2.89M +39,765 +61%
BFC
108
Bedel Financial Consulting
Indiana
$7.55M +$1.6M +20,577 +27%
LOAMS
109
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.35M +$7.35M +101,300 New
CS
110
Comerica Securities
Michigan
$7.1M +$2.39M +32,873 +51%
WAM
111
Wakefield Asset Management
Colorado
$6.94M +$118K +1,621 +2%
CFGS
112
Concourse Financial Group Securities
Alabama
$6.81M +$2.01M +27,681 +42%
OIA
113
OneDigital Investment Advisors
Kansas
$6.75M +$6.75M +93,068 New
SPIA
114
Steward Partners Investment Advisory
New York
$6.7M +$1.58M +21,769 +31%
HPC
115
Hobart Private Capital
North Carolina
$6.68M +$677K +9,325 +11%
PPP
116
Private Portfolio Partners
New Jersey
$6.66M -$882K -12,157 -12%
OPS
117
Orion Portfolio Solutions
Nebraska
$6.57M +$2.67M +36,737 +68%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$6.29M -$920K -12,673 -13%
C1AG
119
Client 1st Advisory Group
Florida
$6.22M +$354K +4,881 +6%
Citigroup
120
Citigroup
New York
$6.22M -$213K -2,929 -3%
Kayne Anderson Rudnick Investment Management
121
Kayne Anderson Rudnick Investment Management
California
$6.18M +$4.86M +66,897 +368%
I
122
INVST
Indiana
$6.09M +$231K +3,152 +4%
CWS
123
Cypress Wealth Services
California
$5.92M +$754K +10,216 +15%
JPMPWA
124
J.P. Morgan Private Wealth Advisors
California
$5.78M +$1.19M +16,391 +26%
FCA
125
FLC Capital Advisors
California
$5.72M +$404K +5,566 +8%
3 4
5
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