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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 %
GWSA
151
Global Wealth Strategies & Associates
Colorado
$5.5M +$5.5M +65,667 New
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$5.43M +$2.9M +34,592 +115%
SW
153
Simplicity Wealth
New Jersey
$5.41M +$5.1M +60,903 +1,628%
TF
154
Trek Financial
Arizona
$5.37M -$350K -4,175 -6%
AR
155
Apeiron RIA
Texas
$5.33M +$666K +7,956 +14%
BHWM
156
Bay Harbor Wealth Management
Maryland
$5.32M +$17.1K +204 +0.3%
BCM
157
Brookstone Capital Management
Illinois
$5.29M -$103K -1,190 -2%
PAMG
158
Patton Albertson Miller Group
Tennessee
$5.29M +$4.94M +58,928 +1,406%
EL
159
EQ LLC
Washington
$5.28M +$32.5K +388 +0.6%
GT
160
Glenmede Trust
Pennsylvania
$5.23M +$1.37M +16,367 +36%
FLA
161
Financial Life Advisors
Texas
$5.2M +$4.56M +54,413 +707%
SL
162
SWMG LLC
Texas
$5.2M -$575K -6,860 -10%
VHAM
163
Van Hulzen Asset Management
California
$5.14M -$828K -9,882 -14%
ASN
164
Advisory Services Network
Georgia
$5.13M -$636K -7,589 -11%
WCM Investment Management
165
WCM Investment Management
California
$5.11M +$5.11M +61,049 New
NHC
166
Nicholas Hoffman & Company
Georgia
$5.1M +$293K +3,502 +6%
SL
167
Sentinus LLC
Illinois
$5.06M +$334K +3,989 +7%
Northern Trust
168
Northern Trust
Illinois
$5.01M -$40.4K -482 -0.8%
CSWG
169
Cardinal Strategic Wealth Guidance
Kentucky
$4.99M +$4.99M +59,516 New
JRP
170
Jasper Ridge Partners
California
$4.98M – – –
KCM
171
KM Capital Management
Texas
$4.88M +$4.88M +58,233 New
PFP
172
Pinnacle Financial Partners
Tennessee
$4.85M +$225K +2,687 +5%
SCA
173
Snowden Capital Advisors
New York
$4.77M +$594K +7,090 +14%
CB
174
Commerce Bank
Missouri
$4.75M +$11.3K +135 +0.2%
KWM
175
Keebeck Wealth Management
Illinois
$4.67M +$673K +8,030 +17%
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7
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