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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 %
EP
251
Eudaimonia Partners
Tennessee
$2.2M +$314K +2,946 +17%
CSPIA
252
Cary Street Partners Investment Advisory
Virginia
$2.17M +$40.6K +381 +2%
IA
253
IFP Advisors
Florida
$2.15M +$639K +5,985 +42%
IWS
254
Insight Wealth Strategies
California
$2.13M +$358K +3,358 +20%
SS
255
Simplicity Solutions
Minnesota
$2.11M +$2.11M +19,768 New
BFEC
256
Benjamin F. Edwards & Company
Missouri
$2.09M +$342K +3,215 +20%
Marshall Wace
257
Marshall Wace
United Kingdom
$2.02M +$2.02M +18,981 New
MWM
258
Mission Wealth Management
California
$2M +$14.5K +136 +0.7%
Koshinski Asset Management
259
Koshinski Asset Management
Illinois
$1.99M +$127K +1,191 +7%
Brown Advisory
260
Brown Advisory
Maryland
$1.95M +$139K +1,309 +8%
FPF
261
First Pacific Financial
Washington
$1.92M -$91.8K -862 -5%
HFA
262
HC Financial Advisors
California
$1.89M – – –
SFP
263
Sterling Financial Planning
New Jersey
$1.88M +$86K +808 +5%
PFA
264
Professional Financial Advisors
Nebraska
$1.87M +$70.8K +665 +4%
FC
265
Fulcrum Capital
Washington
$1.86M +$282K +2,652 +18%
SAM
266
Strategy Asset Managers
California
$1.86M +$75.5K +709 +4%
FMTC
267
Farmers & Merchants Trust Company
California
$1.85M – – –
SFA
268
Seneca Financial Advisors
New York
$1.83M -$362K -3,399 -17%
VWA
269
Visionary Wealth Advisors
Illinois
$1.81M -$530K -4,977 -23%
VAS
270
Vestmark Advisory Solutions
Massachusetts
$1.81M +$464K +4,355 +35%
T. Rowe Price Associates
271
T. Rowe Price Associates
Maryland
$1.79M – – –
LA
272
Latitude Advisors
Florida
$1.76M +$1.07M +10,003 +154%
CAG
273
Csenge Advisory Group
Florida
$1.74M +$546K +5,122 +46%
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
$1.72M -$1.25M -11,738 -42%
TPWA
275
TRUE Private Wealth Advisors
Oregon
$1.69M +$517K +4,858 +44%
9 10
11
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