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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 %
RCAG
176
Rehmann Capital Advisory Group
Michigan
$4.67M +$4.14M +49,464 +785%
CCFM
177
Clear Creek Financial Management
Washington
$4.65M -$27.2K -325 -0.6%
BJL
178
Brighton Jones LLC
Washington
$4.65M +$3.02K +36 +0.1%
Creative Planning
179
Creative Planning
Kansas
$4.64M +$280K +3,345 +6%
CTC
180
Central Trust Company
Missouri
$4.58M +$1.77M +21,096 +63%
OMC
181
Old Mission Capital
Illinois
$4.48M -$16.4M -195,517 -79%
HPM
182
Hoxton Planning & Management
West Virginia
$4.47M +$4.47M +53,423 New
SWM
183
Southern Wealth Management
Texas
$4.42M +$623K +7,440 +16%
Comerica Bank
184
Comerica Bank
Texas
$4.4M +$1.71M +18,838 +64%
MGWM
185
Marks Group Wealth Management
Minnesota
$4.39M -$50.3K -601 -1%
TFS
186
TrustCore Financial Services
Tennessee
$4.39M +$3.37M +40,248 +330%
AA
187
Advisory Alpha
Michigan
$4.37M +$337K +4,025 +8%
CSPAM
188
Cary Street Partners Asset Management
Virginia
$4.35M +$663K +7,919 +18%
DI
189
Disciplined Investments
Oklahoma
$4.27M -$1.33M -15,896 -24%
NA
190
NewEdge Advisors
Louisiana
$4.23M -$526K -40,872 -11%
CPWA
191
Cerro Pacific Wealth Advisors
California
$4.21M +$4.21M +50,318 New
RIA
192
Regal Investment Advisors
Michigan
$4.2M +$427K +5,099 +11%
CDH
193
Charles D. Hyman
$4.15M +$26.3K +400 +0.6%
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
$4.14M +$1.75M +20,891 +73%
CCM
195
Condor Capital Management
New Jersey
$4.05M +$16.9K +202 +0.4%
BSW
196
Buckingham Strategic Wealth
Missouri
$4.04M -$66.8K -798 -2%
JIC
197
Johnson Investment Counsel
Ohio
$3.91M +$164K +1,958 +4%
FAM
198
Forte Asset Management
New York
$3.9M +$3.9M +46,552 New
FPF
199
First Pacific Financial
Washington
$3.88M +$745K +8,895 +24%
PWPS
200
Pinnacle Wealth Planning Services
Ohio
$3.84M -$8.25M -98,441 -68%
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