EFG icon

iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

627 hedge funds and large institutions have $10.5B invested in iShares MSCI EAFE Growth ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 311 increasing their positions, 131 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+14
Holders Change %
+2.28%
% of All Funds
11.01%
Holding in Top 10
61
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.96%
% of All Funds
1.07%
New
49
Increased
311
Reduced
131
Closed
26
Calls
$202K
Puts
$1.52M
Net Calls
-$1.32M
Net Calls Change
-$753K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$670M
2
LPL Financial
LPL Financial
California
+$165M
3
BlackRock
BlackRock
New York
+$125M
4
Morgan Stanley
Morgan Stanley
New York
+$83.4M
5
Bank of America
Bank of America
North Carolina
+$76.9M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$52.9M
2
RIG
RiverFront Investment Group
Virginia
-$51.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$50.2M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$8.57M
5
KIM
Karpus Investment Management
New York
-$8.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
226
Baker Tilly Wealth Management
Wisconsin
$2.86M +$758K +7,115 +36%
SFSG
227
Sound Financial Strategies Group
Mississippi
$2.82M -$680K -6,388 -19%
MA
228
Mutual Advisors
Nebraska
$2.82M -$2.89M -27,181 -51%
TC
229
TAP Consulting
Missouri
$2.78M -$170K -1,597 -6%
GM
230
GeoWealth Management
Illinois
$2.78M -$44.6K -419 -2%
SFA
231
Source Financial Advisors
New York
$2.78M -$44.6K -419 -2%
PPP
232
Private Portfolio Partners
New Jersey
$2.74M +$1M +9,417 +58%
CIC
233
Carnegie Investment Counsel
Ohio
$2.72M -$71.5K -672 -3%
CFS
234
Cannon Financial Strategists
Georgia
$2.72M – – –
CF
235
Centaurus Financial
California
$2.71M +$532K +4,995 +24%
WA
236
Wambolt & Associates
Colorado
$2.66M +$125K +1,175 +5%
T
237
TRUADVICE
Florida
$2.65M -$5.53M -48,768 -68%
CAS
238
Cascadia Advisory Services
Oregon
$2.59M +$395K +3,712 +18%
WI
239
Wintrust Investments
Illinois
$2.59M -$30K -282 -1%
VA
240
Valmark Advisers
Ohio
$2.55M +$60.8K +571 +2%
WT
241
Washington Trust
Rhode Island
$2.55M +$2.52M +23,692 +8,907%
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$2.49M +$447K +4,195 +22%
FAIM
243
Financial Advocates Investment Management
Washington
$2.43M +$787K +7,396 +48%
IFS
244
Ifrah Financial Services
Arkansas
$2.4M -$11.9K -112 -0.5%
PA
245
PFG Advisors
Arizona
$2.4M +$182K +1,710 +8%
GFPC
246
Global Financial Private Client
Florida
$2.39M +$910K +8,532 +61%
TC
247
Telemus Capital
Michigan
$2.36M – – –
BAM
248
Belpointe Asset Management
Nevada
$2.35M +$538K +5,055 +30%
TPCW
249
TD Private Client Wealth
New York
$2.26M -$38.8K -364 -2%
SFG
250
StrategIQ Financial Group
Indiana
$2.2M +$215K +2,021 +11%
8 9
10
11 12