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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 %
PFG
101
PAX Financial Group
Texas
$12.9M +$2.94M +31,406 +29%
CCA
102
Checchi Capital Advisers
California
$12.7M -$531K -5,664 -4%
AF
103
Allworth Financial
California
$12.5M +$12.5M +132,952 +23,203%
CFD
104
Creative Financial Designs
Indiana
$12.4M +$236K +2,519 +2%
GT
105
Greenleaf Trust
Michigan
$12M -$422K -4,503 -3%
CWA
106
Consilio Wealth Advisors
Washington
$12M +$2.45M +26,106 +26%
TF
107
TIAA FSB
Florida
$11.9M +$699K +7,461 +6%
1WM
108
1900 Wealth Management
Texas
$11.6M +$534K +6,142 +5%
CFGS
109
Concourse Financial Group Securities
Alabama
$11.4M +$3.47M +37,050 +44%
FA
110
Fountainhead AM
New Jersey
$11.3M +$141K +1,508 +1%
CS
111
Comerica Securities
Michigan
$11.3M +$2.97M +31,692 +36%
SXL
112
Summit X LLC
Missouri
$11.1M +$7.94M +84,796 +250%
MGIA
113
Moneta Group Investment Advisors
Missouri
$11.1M +$1.06M +11,340 +11%
WA
114
Wealth Alliance
New York
$11M +$4.6M +49,124 +72%
PWM
115
PRW Wealth Management
Massachusetts
$11M -$19.6M -204,797 -64%
SPIA
116
Steward Partners Investment Advisory
New York
$10.9M +$2.45M +26,151 +29%
TAIM
117
TD Ameritrade Investment Management
Nebraska
$10.8M -$3.42M -36,529 -24%
SL
118
Sentinus LLC
Illinois
$10.6M +$4.95M +52,824 +87%
PFO
119
Pathstone Family Office
New Jersey
$10.6M -$10.6M -113,207 -50%
VHAM
120
Van Hulzen Asset Management
California
$10.5M +$4.73M +50,477 +82%
CWS
121
Cypress Wealth Services
California
$10.2M +$2.99M +31,898 +41%
JFGIW
122
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.2M -$8M -85,420 -44%
M1FG
123
Mach-1 Financial Group
Arkansas
$9.65M +$9.65M +103 New
TWM
124
Tanglewood Wealth Management
Texas
$9.61M -$897K -9,579 -9%
KOC
125
Koss-Olinger Consulting
Florida
$9.6M -$8.43K -90 -0.1%
3 4
5
6 7