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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 %
TF
101
TIAA FSB
Florida
$10.1M -$343K -4,091 -3%
PWA
102
Physician Wealth Advisors
Utah
$10M +$636K +6,962 +7%
FA
103
Fountainhead AM
New Jersey
$10M -$336K -4,012 -3%
CWM
104
Cranbrook Wealth Management
Michigan
$9.98M -$785K -9,369 -7%
MGIA
105
Moneta Group Investment Advisors
Missouri
$9.83M -$2.11M -22,999 -18%
TWM
106
Tanglewood Wealth Management
Texas
$9.4M -$1.89M -22,558 -17%
I
107
INVST
Indiana
$9.31M +$1.68M +18,354 +22%
SHIM
108
Stone House Investment Management
Pennsylvania
$9.12M -$505K -6,033 -5%
SWA
109
Stratos Wealth Advisors
Ohio
$9.03M +$6.68M +79,781 +285%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$8.95M +$5.08M +60,592 +131%
PFG
111
PAX Financial Group
Texas
$8.93M -$1.74M -20,814 -16%
MFG
112
Merit Financial Group
Georgia
$8.92M -$580K -6,923 -6%
OAP
113
One Advisory Partners
Kansas
$8.87M -$581K -6,937 -6%
KOC
114
Koss-Olinger Consulting
Florida
$8.59M +$5.97M +71,305 +228%
CWA
115
Consilio Wealth Advisors
Washington
$8.53M +$8.53M +101,781 New
Kayne Anderson Rudnick Investment Management
116
Kayne Anderson Rudnick Investment Management
California
$8.4M +$1.26M +14,949 +18%
SWA
117
Strata Wealth Advisors
Texas
$8.38M +$8.38M +100,076 New
BFC
118
Bedel Financial Consulting
Indiana
$8.33M +$221K +2,635 +3%
PPP
119
Private Portfolio Partners
New Jersey
$7.87M +$185K +2,205 +2%
Goldman Sachs
120
Goldman Sachs
New York
$7.76M -$1.11M -13,217 -12%
KFI
121
Key Financial Inc
Pennsylvania
$7.69M – – –
HPC
122
Hobart Private Capital
North Carolina
$7.67M -$42.6K -509 -0.6%
Citadel Advisors
123
Citadel Advisors
Florida
$7.66M +$5.35M +63,828 +231%
BFPW
124
BOK Financial Private Wealth
Colorado
$7.61M -$8.7M -103,811 -53%
EH
125
Equitable Holdings
New York
$7.59M +$1.18M +14,108 +18%
3 4
5
6 7