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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 %
HFA
301
HC Financial Advisors
California
$1.96M – – –
LA
302
Latitude Advisors
Florida
$1.95M +$128K +1,160 +7%
FMTC
303
Farmers & Merchants Trust Company
California
$1.92M – – –
TC
304
TAP Consulting
Missouri
$1.92M -$966K -8,762 -34%
CFG
305
Cooper Financial Group
California
$1.91M -$18.8M -170,525 -91%
FFA
306
Fragasso Financial Advisors
Pennsylvania
$1.91M +$582K +5,276 +44%
GWM
307
Geneos Wealth Management
Colorado
$1.88M +$186K +1,685 +11%
TA
308
Trellis Advisors
Washington
$1.88M +$1.32M +11,982 +236%
T. Rowe Price Associates
309
T. Rowe Price Associates
Maryland
$1.85M – – –
VWA
310
Visionary Wealth Advisors
Illinois
$1.83M -$42.8K -388 -2%
TPWA
311
TRUE Private Wealth Advisors
Oregon
$1.83M +$74.7K +677 +4%
JSW
312
Journey Strategic Wealth
New Jersey
$1.83M +$1.83M +16,551 New
WFM
313
Wolff Financial Management
Michigan
$1.82M +$1.82M +16,459 New
Lido Advisors
314
Lido Advisors
California
$1.79M +$176K +1,594 +11%
JF
315
JSF Financial
California
$1.79M +$1.79M +16,232 New
PPA
316
Parametric Portfolio Associates
Washington
$1.78M +$187K +1,695 +12%
SF
317
SBK Financial
Virginia
$1.77M +$1.77M +16,083 New
SPI
318
Sutton Place Investors
New York
$1.76M +$1.76M +15,974 New
AAM
319
Autus Asset Management
Arizona
$1.74M -$4.41K -40 -0.3%
PCG
320
Private Capital Group
Connecticut
$1.74M +$164K +1,483 +10%
Koshinski Asset Management
321
Koshinski Asset Management
Illinois
$1.73M -$328K -2,972 -16%
DHFB
322
Dixon Hubard Feinour & Brown
Virginia
$1.69M -$11.9K -108 -0.7%
EWA
323
EP Wealth Advisors
California
$1.66M +$182K +1,655 +12%
TNBTD
324
Trustmark National Bank Trust Department
Mississippi
$1.61M -$11K -100 -0.7%
SCFS
325
S.C. Financial Services
Arizona
$1.61M +$1.61M +15,296 New
11 12
13
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