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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

734 hedge funds and large institutions have $11.9B invested in iShares MSCI EAFE Growth ETF in 2021 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 330 increasing their positions, 131 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+107
Holders Change %
+17.07%
% of All Funds
11.34%
Holding in Top 10
80
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+31.15%
% of All Funds
1.24%
New
163
Increased
330
Reduced
131
Closed
46
Calls
$2.09M
Puts
$993K
Net Calls
+$1.1M
Net Calls Change
+$2.42M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$220M
2
Bank of America
Bank of America
North Carolina
+$92.6M
3
LPL Financial
LPL Financial
California
+$54.1M
4
Morgan Stanley
Morgan Stanley
New York
+$51.4M
5
CG
Colony Group
Massachusetts
+$37.6M

Top Sellers

1
MOACM
Mutual of America Capital Management
New York
-$80.4M
2
CFG
Cooper Financial Group
California
-$18.8M
3
PSUF
People's United Financial
Connecticut
-$17.9M
4
FTUS
Flow Traders U.S.
New York
-$12.1M
5
LWM
Liberty Wealth Management
California
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
251
Mather Group
Illinois
$2.97M +$2.97M +26,914 New
PFGIA
252
Patriot Financial Group Insurance Agency
Massachusetts
$2.89M +$310K +2,811 +12%
SFSG
253
Sound Financial Strategies Group
Mississippi
$2.88M -$39.7K -360 -1%
CFS
254
Cannon Financial Strategists
Georgia
$2.87M +$48.1K +436 +2%
FAIM
255
Financial Advocates Investment Management
Washington
$2.85M +$336K +3,049 +13%
CF
256
Centaurus Financial
California
$2.84M +$33K +299 +1%
SFG
257
Sage Financial Group
Pennsylvania
$2.78M +$2.78M +25,239 New
NPF
258
Norris Perne & French
Michigan
$2.78M +$2.78M +25,169 New
CIC
259
Carnegie Investment Counsel
Ohio
$2.77M -$49K -444 -2%
HA
260
Hofer & Associates
California
$2.74M +$2.74M +24,811 New
GFPC
261
Global Financial Private Client
Florida
$2.73M +$256K +2,318 +10%
SFG
262
StrategIQ Financial Group
Indiana
$2.73M +$443K +4,013 +19%
FC
263
Fulcrum Capital
Washington
$2.72M +$797K +7,222 +41%
WA
264
Wambolt & Associates
Colorado
$2.7M -$44.9K -407 -2%
BTWM
265
Baker Tilly Wealth Management
Wisconsin
$2.67M -$288K -2,615 -10%
VA
266
Valmark Advisers
Ohio
$2.66M +$15.7K +142 +0.6%
WT
267
Washington Trust
Rhode Island
$2.64M – – –
SCM
268
Southport Capital Management
Tennessee
$2.61M +$2.61M +23,691 New
PA
269
PFG Advisors
Arizona
$2.57M +$84.9K +770 +3%
IFS
270
Ifrah Financial Services
Arkansas
$2.52M +$31.9K +289 +1%
BAM
271
Belpointe Asset Management
Nevada
$2.52M +$84.3K +764 +3%
TC
272
Telemus Capital
Michigan
$2.5M +$56.7K +514 +2%
JWCA
273
J.W. Cole Advisors
Florida
$2.49M +$2.49M +22,589 New
GIA
274
GHP Investment Advisors
Colorado
$2.48M +$1.8M +16,347 +265%
WI
275
Wintrust Investments
Illinois
$2.47M -$212K -1,923 -8%
9 10
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