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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

683 hedge funds and large institutions have $7.5B invested in iShares MSCI EAFE Growth ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 316 increasing their positions, 196 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
-14
Holders Change %
-2.01%
% of All Funds
11.81%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.04%
New
60
Increased
316
Reduced
196
Closed
64
Calls
$1.54M
Puts
–
Net Calls
+$1.54M
Net Calls Change
-$73K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$561M
2
LPL Financial
LPL Financial
California
+$95.4M
3
BlackRock
BlackRock
New York
+$88M
4
Morgan Stanley
Morgan Stanley
New York
+$61.5M
5
PAS
Park Avenue Securities
New York
+$52.4M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$26.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$16.8M
3
M&T Bank
M&T Bank
New York
-$12.5M
4
FWP
FAS Wealth Partners
Kansas
-$11.5M
5
CIAS
CFS Investment Advisory Services
New Jersey
-$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
201
ShoreHaven Wealth Partners
New Jersey
$2.96M -$3.24M -44,682 -52%
TWM
202
Tradition Wealth Management
Minnesota
$2.94M +$949K +13,080 +48%
SFS
203
Security Financial Services
Indiana
$2.93M +$697K +9,598 +31%
CAM
204
Crestone Asset Management
Colorado
$2.89M -$743K -10,237 -20%
FPF
205
First Pacific Financial
Washington
$2.72M -$1.43M -19,767 -35%
WTB
206
Washington Trust Bank
Washington
$2.72M -$405K -5,578 -13%
WAL
207
W Advisors LLC
Tennessee
$2.72M +$1.27M +17,445 +87%
OPPS
208
Obsidian Personal Planning Solutions
Maryland
$2.71M +$59.2K +816 +2%
BFA
209
BMS Financial Advisors
South Dakota
$2.71M -$1.57M -21,682 -37%
NPF
210
Norris Perne & French
Michigan
$2.7M +$146K +2,006 +6%
W
211
Wealthquest
Ohio
$2.69M +$60.7K +837 +2%
TLFA
212
True Link Financial Advisors
California
$2.67M -$1.01M -13,893 -27%
SWM
213
Scissortail Wealth Management
Oklahoma
$2.55M +$2.55M +33,722 New
OCM
214
One Capital Management
California
$2.54M -$56.2K -775 -2%
TCA
215
Transcend Capital Advisors
New Jersey
$2.54M -$20.3K -280 -0.8%
BWL
216
Bogart Wealth LLC
Virginia
$2.51M -$1.81K -25 -0.1%
PFBT
217
Parkside Financial Bank & Trust
Missouri
$2.47M -$44.4K -612 -2%
HNB
218
Huntington National Bank
Ohio
$2.45M -$2.8M – –
CTC
219
Central Trust Company
Missouri
$2.44M +$1.06M +14,586 +77%
CCMG
220
Clark Capital Management Group
Pennsylvania
$2.43M +$2.43M +33,457 New
DADC
221
D.A. Davidson & Co
Montana
$2.41M +$327K +4,500 +16%
CC
222
Copperleaf Capital
North Carolina
$2.4M +$146K +2,015 +6%
SFP
223
Sterling Financial Planning
New Jersey
$2.36M +$293K +4,035 +14%
MFA
224
Mayflower Financial Advisors
Massachusetts
$2.35M +$750K +10,333 +47%
VA
225
Valmark Advisers
Ohio
$2.34M +$90.2K +1,243 +4%
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