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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 %
SPIA
126
Steward Partners Investment Advisory
New York
$7.54M -$190K -2,271 -2%
CS
127
Comerica Securities
Michigan
$7.43M -$767K -9,156 -9%
C1AG
128
Client 1st Advisory Group
Florida
$7.42M +$247K +2,951 +3%
OPS
129
Orion Portfolio Solutions
Nebraska
$7.31M -$271K -3,234 -4%
CFGS
130
Concourse Financial Group Securities
Alabama
$7.07M -$793K -9,473 -10%
FHA
131
First Horizon Advisors
Tennessee
$7.03M +$3.4M +40,603 +94%
Citigroup
132
Citigroup
New York
$6.96M -$219K -2,620 -3%
WAM
133
Wakefield Asset Management
Colorado
$6.84M -$1.17M -13,990 -15%
AAS
134
Ameritas Advisory Services
Nebraska
$6.49M -$51.1K -610 -0.8%
GC
135
Gratus Capital
Georgia
$6.49M +$6.49M +77,475 New
CWS
136
Cypress Wealth Services
California
$6.48M -$244K -2,912 -4%
BFA
137
BMS Financial Advisors
South Dakota
$6.39M +$2.27M +20,602 +55%
C
138
CFO4Life
Texas
$6.33M +$6.33M +75,557 New
CG
139
CFO4Life Group
Texas
$6.33M +$6.33M +75,557 New
CFA
140
Cahill Financial Advisors
Minnesota
$6.08M +$630K +7,518 +12%
AA
141
Axiom Advisory
California
$6.07M +$68.4K +816 +1%
DE
142
Day & Ennis
Georgia
$5.99M +$798K +9,529 +15%
RWP
143
Revolve Wealth Partners
New Jersey
$5.88M +$1.51M +18,052 +35%
FFN
144
Focus Financial Network
Minnesota
$5.8M -$212K -2,527 -4%
KCM
145
Kathmere Capital Management
Pennsylvania
$5.78M -$29.7K -355 -0.5%
WP
146
WealthShield Partners
North Carolina
$5.74M -$316K -3,769 -5%
WA
147
Wealth Alliance
New York
$5.74M -$635K -7,580 -10%
WFPG
148
Waller Financial Planning Group
Ohio
$5.64M -$58.6K -700 -1%
AWMNH
149
Arcadia Wealth Management (New Hampshire)
New Hampshire
$5.6M +$5.6M +66,901 New
SWM
150
SigFig Wealth Management
California
$5.54M -$515K -4,329 -9%
4 5
6
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