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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
1
Jones Financial Companies
Missouri
$725M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.25B
3
Jane Street
3
Jane Street
New York
$74M
4
5L
4
55I LLC
Massachusetts
$124M
5
M&T Bank
5
M&T Bank
New York
$48.9M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$11.5M
2
LOAMU
2
Lombard Odier Asset Management (USA)
New York
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$14.2M
4
BlackRock
4
BlackRock
New York
$157M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$63.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.25B +$58.2M +723,619 +5%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$725M +$118M +1,442,788 +20%
Bank of America
3
Bank of America
North Carolina
$393M -$6.13M -76,167 -2%
Morgan Stanley
4
Morgan Stanley
New York
$312M -$1.52M -18,909 -0.5%
LPL Financial
5
LPL Financial
California
$279M +$15.5M +192,277 +6%
BlackRock
6
BlackRock
New York
$157M -$21.9M -271,697 -12%
Wells Fargo
7
Wells Fargo
California
$129M -$18.7M -232,051 -13%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$124M -$8.73M -108,435 -7%
5L
9
55I LLC
Massachusetts
$124M +$27M +335,318 +28%
PAS
10
Park Avenue Securities
New York
$123M +$3.84M +47,712 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$122M +$2.68M +33,293 +2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$104M -$1.23M -15,334 -1%
US Bancorp
13
US Bancorp
Minnesota
$96.4M -$4.49M -55,811 -4%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$82.8M +$5.09M +63,237 +7%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$76.2M -$81.2K -1,009 -0.1%
MML Investors Services
16
MML Investors Services
Massachusetts
$74.3M +$10M +124,588 +16%
Jane Street
17
Jane Street
New York
$74M +$33.3M +413,241 +82%
UBS Group
18
UBS Group
Switzerland
$69.7M +$6.22M +77,303 +10%
AWM
19
AE Wealth Management
Kansas
$69.4M -$2.13M -26,440 -3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$68M +$2.16M +26,783 +3%
Ameriprise
21
Ameriprise
Minnesota
$67.4M -$7.43M -92,270 -10%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$63.6M -$20.3M -252,130 -24%
IWC
23
Integrated Wealth Concepts
Massachusetts
$57.3M +$17.7M +220,029 +45%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$51.7M -$4.03M -50,076 -7%
FWP
25
FAS Wealth Partners
Kansas
$50.1M -$3.11M -38,604 -6%
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