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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
1
Envestnet Asset Management
Illinois
$1.69B
2
LPL Financial
2
LPL Financial
California
$347M
3
BlackRock
3
BlackRock
New York
$230M
4
Morgan Stanley
4
Morgan Stanley
New York
$343M
5
PAS
5
Park Avenue Securities
New York
$163M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$95.4M
3
M&T Bank
3
M&T Bank
New York
$78.7M
4
FWP
4
FAS Wealth Partners
Kansas
$33.7M
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.69B +$561M +7,733,455 +50%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$646M +$5.82M +80,244 +0.9%
Bank of America
3
Bank of America
North Carolina
$374M +$19.9M +273,603 +6%
LPL Financial
4
LPL Financial
California
$347M +$95.4M +1,314,111 +38%
Morgan Stanley
5
Morgan Stanley
New York
$343M +$61.5M +847,654 +22%
BlackRock
6
BlackRock
New York
$230M +$88M +1,213,234 +62%
PAS
7
Park Avenue Securities
New York
$163M +$52.4M +722,390 +47%
Osaic Holdings
8
Osaic Holdings
Arizona
$161M +$50.7M +698,915 +46%
5L
9
55I LLC
Massachusetts
$138M +$26.2M +361,070 +23%
Jane Street
10
Jane Street
New York
$117M +$50.6M +697,332 +76%
Wells Fargo
11
Wells Fargo
California
$111M -$5.52M -76,130 -5%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$104M +$29.3M +404,073 +39%
MML Investors Services
13
MML Investors Services
Massachusetts
$97.3M +$30.3M +417,585 +45%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$96.5M +$27.8M +383,541 +41%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$95.4M -$16.8M -231,693 -15%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$92.7M -$964K -13,292 -1%
US Bancorp
17
US Bancorp
Minnesota
$82M -$4.9M -67,558 -6%
M&T Bank
18
M&T Bank
New York
$78.7M -$12.5M -171,980 -14%
AWM
19
AE Wealth Management
Kansas
$73.8M +$11.2M +154,761 +18%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$73.5M +$12.2M +168,720 +20%
UBS Group
21
UBS Group
Switzerland
$71.8M +$8.92M +122,982 +14%
Ameriprise
22
Ameriprise
Minnesota
$70.9M +$10.2M +140,929 +17%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$60.4M +$3.05M +41,993 +5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$47.8M +$1.16M +16,044 +2%
IWC
25
Integrated Wealth Concepts
Massachusetts
$40.6M -$11M -152,244 -21%
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