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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 %
MFA
201
Mayflower Financial Advisors
Massachusetts
$3.71M +$998K +11,920 +37%
WEG
202
World Equity Group
Illinois
$3.66M +$3.18K +38 +0.1%
WAS
203
Wealth Advisory Solutions
Indiana
$3.58M – – –
CFO
204
Callan Family Office
Pennsylvania
$3.53M +$3.53M +42,113 New
W
205
Wealthquest
Ohio
$3.5M +$402K +4,801 +13%
LA
206
LVW Advisors
New York
$3.45M +$851K +10,163 +33%
PWM
207
Perigon Wealth Management
California
$3.43M -$347K -4,140 -9%
FFA
208
Farther Finance Advisors
California
$3.42M +$3.42M +40,837 New
OFG
209
Omega Financial Group
California
$3.41M -$291K -3,480 -8%
FWMM
210
Foundation Wealth Management (Missouri)
Missouri
$3.4M +$3.4M +40,636 New
FWP
211
Firethorn Wealth Partners
Georgia
$3.4M -$387K -4,626 -10%
DW
212
Domani Wealth
Pennsylvania
$3.32M +$3.08M +36,710 +1,251%
MPW
213
MA Private Wealth
California
$3.24M -$119K -1,416 -4%
MCCA
214
Mill Creek Capital Advisors
Pennsylvania
$3.24M +$3.24M +38,658 New
SA
215
Scarborough Advisors
Maryland
$3.23M -$804K -9,597 -20%
T
216
TCWP
Ohio
$3.22M -$274K -3,267 -8%
NPF
217
Norris Perne & French
Michigan
$3.21M +$84.8K +1,012 +3%
VCA
218
Verdence Capital Advisors
Maryland
$3.2M +$3.2M +38,172 New
SFS
219
Security Financial Services
Indiana
$3.2M -$187K -2,231 -6%
LNC
220
Lincoln National Corp
Pennsylvania
$3.19M +$1.35M +16,102 +73%
SPAS
221
Spectrum Planning & Advisory Services
California
$3.16M -$861K -10,276 -21%
OPPS
222
Obsidian Personal Planning Solutions
Maryland
$3.15M +$18.3K +219 +0.6%
GW
223
GW & Wade
Massachusetts
$3.13M +$1.79M +21,426 +134%
NL
224
NWAM LLC
Washington
$3.13M -$517K -6,168 -14%
SWP
225
ShoreHaven Wealth Partners
New Jersey
$3.12M -$295K -3,521 -9%
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