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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 %
CA
276
CoreCap Advisors
Michigan
$2.46M +$2.46M +22,336 New
CSPIA
277
Cary Street Partners Investment Advisory
Virginia
$2.45M +$204K +1,852 +9%
VAS
278
Vestmark Advisory Solutions
Massachusetts
$2.45M +$579K +5,251 +31%
WAL
279
W Advisors LLC
Tennessee
$2.43M +$2.43M +22,044 New
PWA
280
Pillar Wealth Advisors
Pennsylvania
$2.35M +$2.35M +21,336 New
SFP
281
Sterling Financial Planning
New Jersey
$2.33M +$382K +3,467 +20%
MCWS
282
McKinley Carter Wealth Services
West Virginia
$2.3M -$746K -6,765 -25%
SS
283
Simplicity Solutions
Minnesota
$2.22M +$37.3K +338 +2%
LFG
284
Larson Financial Group
Missouri
$2.21M +$558K +5,061 +34%
LF
285
Lantz Financial
Illinois
$2.19M +$474K +4,299 +28%
IA
286
IFP Advisors
Florida
$2.19M -$26.2K -238 -1%
SFA
287
Source Financial Advisors
New York
$2.18M -$701K -6,357 -24%
MHB
288
Midwest Heritage Bank
Iowa
$2.16M +$2.16M +19,589 New
PAMG
289
Patton Albertson Miller Group
Tennessee
$2.15M +$1.56M +14,128 +263%
GM
290
GeoWealth Management
Illinois
$2.14M -$739K -6,706 -26%
BFEC
291
Benjamin F. Edwards & Company
Missouri
$2.14M -$28K -254 -1%
SFA
292
Seneca Financial Advisors
New York
$2.13M +$241K +2,181 +13%
GIA
293
Goodwin Investment Advisory
Georgia
$2.13M +$823K +7,455 +63%
T
294
TRUADVICE
Florida
$2.11M -$205K -2,066 -9%
Brown Advisory
295
Brown Advisory
Maryland
$2.1M +$77.9K +706 +4%
LWP
296
Legacy Wealth Planning
Nevada
$2.08M +$794K +7,201 +62%
MWM
297
Mission Wealth Management
California
$2.05M -$27.3K -248 -1%
PFA
298
Professional Financial Advisors
Nebraska
$2M +$59.1K +536 +3%
Comerica Bank
299
Comerica Bank
Texas
$1.99M +$968K +9,828 +95%
BCI
300
Brinker Capital Investments
Pennsylvania
$1.96M +$1.96M +17,789 New
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12
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