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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 %
WAP
351
Wealthcare Advisory Partners
Pennsylvania
$820K +$2.34K +22 +0.3%
VC
352
Veracity Capital
Georgia
$818K +$125K +1,178 +18%
Principal Financial Group
353
Principal Financial Group
Iowa
$796K +$6.18K +58 +0.8%
QPWM
354
Quadrant Private Wealth Management
Pennsylvania
$791K +$199K +1,873 +34%
STA
355
Summit Trail Advisors
New York
$787K +$787K +7,394 New
KA
356
Kovack Advisors
Florida
$783K +$164K +1,540 +26%
SCM
357
SOL Capital Management
Maryland
$776K +$13.8K +130 +2%
MWM
358
Merriman Wealth Management
Washington
$770K -$1.76M -16,500 -70%
APWM
359
Atlas Private Wealth Management
New York
$769K +$27.9K +262 +4%
LNC
360
Lincoln National Corp
Pennsylvania
$764K +$239K +2,241 +45%
FHC
361
First Heartland Consultants
Missouri
$759K +$244K +2,289 +47%
AF
362
Alerus Financial
North Dakota
$752K – – –
KFS
363
Kelly Financial Services
Massachusetts
$749K -$52.9M -496,785 -99%
BWM
364
Baystate Wealth Management
Massachusetts
$743K +$359K +3,370 +93%
GW
365
GW & Wade
Massachusetts
$728K +$9.58K +90 +1%
GPA
366
Guidance Point Advisors
Massachusetts
$727K +$26.6K +250 +4%
FPGK
367
Financial Partners Group (Kansas)
Kansas
$717K +$75K +704 +12%
FA
368
FDx Advisors
Illinois
$705K +$237K +2,222 +51%
CAM
369
Cresset Asset Management
Illinois
$692K +$373K +3,500 +117%
VWM
370
Vigilare Wealth Management
Arizona
$688K +$48.1K +452 +8%
SFO
371
Stokes Family Office
Louisiana
$685K +$357K +3,356 +109%
MFG
372
Merit Financial Group
Georgia
$680K -$211K -1,984 -24%
CPFP
373
Clear Perspectives Financial Planning
Ohio
$678K -$110K -1,036 -14%
BFA
374
Beacon Financial Advisory
Ohio
$675K +$173K +1,624 +34%
RCAG
375
Rehmann Capital Advisory Group
Michigan
$670K +$45.5K +427 +7%
13 14
15
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