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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 %
SG
301
StoneX Group
New York
$1.26M +$196K +1,842 +19%
GIA
302
Goodwin Investment Advisory
Georgia
$1.26M +$522K +4,920 +71%
BG
303
Benedetti & Gucer
Georgia
$1.25M +$66.6K +626 +6%
KOC
304
Koss-Olinger Consulting
Florida
$1.2M -$1.38K -13 -0.1%
SIA
305
Stegner Investment Associates
Kentucky
$1.19M – – –
FBB
306
Fulton Breakefield Broenniman
Maryland
$1.18M +$246K +2,311 +26%
BCM
307
BTC Capital Management
Iowa
$1.17M – – –
RJT
308
Raymond James Trust
Florida
$1.17M +$107K +1,009 +10%
CWM
309
CCG Wealth Management
California
$1.16M +$1.16M +10,847 New
1IA
310
1834 Investment Advisors
Wisconsin
$1.15M -$39.6K -372 -3%
PA
311
Pinnacle Associates
New York
$1.15M – – –
Comerica Bank
312
Comerica Bank
Texas
$1.15M +$136K +1,233 +13%
CTC
313
Central Trust Company
Missouri
$1.13M -$874K -8,208 -44%
KM
314
Kalos Management
Georgia
$1.13M -$16.6K -146 -1%
IA
315
IFG Advisory
Georgia
$1.12M +$4.79K +45 +0.4%
MGWM
316
Marks Group Wealth Management
Minnesota
$1.11M +$237K +2,224 +27%
MWC
317
MKD Wealth Coaches
Michigan
$1.09M +$4.37K +41 +0.4%
RW
318
Rede Wealth
Virginia
$1.08M +$20.3K +191 +2%
APP
319
Avantax Planning Partners
Iowa
$1.07M -$2.77K -26 -0.3%
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$1.07M -$7.02K -66 -0.7%
HIM
321
Hanlon Investment Management
New Jersey
$1.07M +$213K +2,001 +25%
UAS
322
United Asset Strategies
New York
$1.06M +$164K +1,536 +18%
HCA
323
Harbour Capital Advisors
Virginia
$1.01M -$10.7K -100 -1%
LA
324
LexAurum Advisors
Kansas
$997K +$341K +3,204 +52%
CIA
325
Choate Investment Advisors
Massachusetts
$983K -$35.1K -330 -3%
11 12
13
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