EFG icon

iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

697 hedge funds and large institutions have $6.79B invested in iShares MSCI EAFE Growth ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 262 increasing their positions, 264 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-19
Holders Change %
-2.65%
% of All Funds
11.79%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.95%
New
70
Increased
262
Reduced
264
Closed
77
Calls
$1.61M
Puts
–
Net Calls
+$1.61M
Net Calls Change
-$46.2M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$118M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$58.2M
3
Jane Street
Jane Street
New York
+$33.3M
4
5L
55I LLC
Massachusetts
+$27M
5
M&T Bank
M&T Bank
New York
+$26.7M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$1B
2
LOAMU
Lombard Odier Asset Management (USA)
New York
-$46.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$31.8M
4
BlackRock
BlackRock
New York
-$21.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
201
Huntington National Bank
Ohio
$2.8M -$3.53M – –
PFBT
202
Parkside Financial Bank & Trust
Missouri
$2.79M +$343K +4,259 +14%
BWL
203
Bogart Wealth LLC
Virginia
$2.79M +$80 +1 +0%
MWM
204
Maripau Wealth Management
Indiana
$2.77M +$432K +4,952 +18%
SXL
205
Summit X LLC
Missouri
$2.74M -$83.2K -1,033 -3%
GVAG
206
Great Valley Advisor Group
Delaware
$2.62M +$399K +4,955 +18%
WWP
207
WR Wealth Planners
Missouri
$2.61M -$139K -1,732 -5%
IA
208
IFP Advisors
Florida
$2.58M – – –
SPAS
209
Spectrum Planning & Advisory Services
California
$2.55M -$45.5K -565 -2%
KFI
210
Key Financial Inc
Pennsylvania
$2.51M +$130K +1,616 +5%
CC
211
Copperleaf Capital
North Carolina
$2.5M +$59.2K +735 +2%
VA
212
Valmark Advisers
Ohio
$2.49M +$394K +4,902 +19%
SFS
213
Security Financial Services
Indiana
$2.48M -$211K -2,622 -8%
RIA
214
Regal Investment Advisors
Michigan
$2.47M +$134K +1,661 +6%
CWA
215
Clearview Wealth Advisors
Oregon
$2.45M -$443K -5,508 -15%
KWM
216
Keebeck Wealth Management
Illinois
$2.45M +$199K +2,473 +9%
PAG
217
Private Advisor Group
New Jersey
$2.45M +$94.1K +1,169 +4%
SFG
218
StrategIQ Financial Group
Indiana
$2.41M +$322K +4,004 +15%
DADC
219
D.A. Davidson & Co
Montana
$2.31M -$1.7M -21,099 -42%
SFP
220
Sterling Financial Planning
New Jersey
$2.29M +$361K +4,490 +19%
PWMG
221
Provence Wealth Management Group
California
$2.29M +$217K +2,696 +10%
HA
222
Hofer & Associates
California
$2.27M -$75.5K -938 -3%
PG
223
Patten Group
Tennessee
$2.25M -$83.3K -1,025 -4%
TF
224
Trek Financial
Arizona
$2.25M -$38.9K -484 -2%
HI
225
Harbour Investments
Wisconsin
$2.25M +$2.25M +27,905 New
7 8
9
10 11