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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 %
IFWM
326
Institute for Wealth Management
Colorado
$982K -$115K -1,076 -10%
CFO
327
Collective Family Office
Pennsylvania
$980K -$29.3K -275 -3%
SSWM
328
Sheets Smith Wealth Management
North Carolina
$978K -$27.5K -258 -3%
ANTB
329
AMG National Trust Bank
Colorado
$972K -$44.2K -415 -4%
SDWMA
330
Schneider Downs Wealth Management Advisors
Pennsylvania
$948K +$458K +4,300 +93%
HTC
331
Haverford Trust Company
Pennsylvania
$947K – – –
IAN
332
Integrated Advisors Network
Texas
$941K +$539K +5,064 +134%
KCA
333
Karn Couzens & Associates
Connecticut
$935K +$11.8K +111 +1%
Franklin Resources
334
Franklin Resources
California
$931K – – –
WS
335
Wedbush Securities
California
$924K +$69.2K +650 +8%
DAS
336
Dynamic Advisor Solutions
Arizona
$922K +$274K +2,571 +42%
SIM
337
Stratos Investment Management
Ohio
$920K +$920K +8,642 New
EK
338
Evensky & Katz
Florida
$900K – – –
SBH
339
Segall Bryant & Hamill
Illinois
$898K +$136K +1,280 +18%
CCWA
340
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$887K – – –
KWM
341
Kingsview Wealth Management
Oregon
$882K – – –
HWMA
342
Heritage Wealth Management (Arizona)
Arizona
$873K -$217K -2,042 -20%
SP
343
Successful Portfolios
Florida
$867K +$639 +6 +0.1%
MW
344
Marcum Wealth
Ohio
$853K +$45K +422 +6%
GMA
345
Goldstein Munger & Associates
California
$843K – – –
CPIG
346
Chicago Partners Investment Group
Illinois
$830K – – –
CWM
347
Cornerstone Wealth Management
Missouri
$830K +$27.7K +260 +3%
RC
348
Rinet Company
Massachusetts
$829K – – –
MFG
349
Magnus Financial Group
New York
$825K -$306K -2,874 -27%
APC
350
Aspire Private Capital
North Carolina
$824K -$48.8K -458 -6%
12 13
14
15 16