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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 %
SAM
326
Strategic Asset Management
Minnesota
$1.6M +$154K +1,398 +11%
AF
327
Affiance Financial
Minnesota
$1.56M -$1.1K -10 -0.1%
OFG
328
OmniStar Financial Group
North Carolina
$1.56M +$903K +8,195 +138%
IA
329
IFG Advisory
Georgia
$1.55M +$387K +3,505 +33%
JFGIW
330
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.51M +$1.14M +10,365 +311%
MIM
331
Macroview Investment Management
Maryland
$1.5M -$142K -1,287 -9%
PAM
332
Palisade Asset Management
Minnesota
$1.5M – – –
WWM
333
Western Wealth Management
Colorado
$1.48M +$1.48M +13,393 New
SG
334
StoneX Group
New York
$1.47M +$172K +1,555 +13%
JIR
335
James Investment Research
Ohio
$1.46M -$9.26K -84 -0.6%
PP
336
Palladium Partners
Virginia
$1.44M – – –
CTC
337
Central Trust Company
Missouri
$1.41M +$243K +2,207 +21%
CPA
338
Cardiff Park Advisors
California
$1.4M +$1.4M +12,709 New
OPWM
339
Oxinas Partners Wealth Management
Indiana
$1.37M -$112K -1,020 -8%
BG
340
Benedetti & Gucer
Georgia
$1.31M +$15.8K +143 +1%
IF
341
Intrua Financial
Texas
$1.29M -$86.2K -782 -6%
WIA
342
World Investment Advisors
California
$1.29M +$6.56K +66 +0.5%
FBB
343
Fulton Breakefield Broenniman
Maryland
$1.28M +$60.7K +551 +5%
CDH
344
Charles D. Hyman
$1.28M -$47.2K -600 -4%
CWM
345
Cherrydale Wealth Management
New Jersey
$1.27M +$1.27M +11,548 New
SIA
346
Stegner Investment Associates
Kentucky
$1.27M +$33.6K +305 +3%
DY
347
Dowling & Yahnke
California
$1.27M -$190K -1,726 -13%
APC
348
Aspire Private Capital
North Carolina
$1.25M +$394K +3,569 +46%
KOC
349
Koss-Olinger Consulting
Florida
$1.24M -$4.41K -40 -0.4%
BWM
350
Baystate Wealth Management
Massachusetts
$1.23M +$463K +4,203 +60%
12 13
14
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