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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 %
KM
351
Kalos Management
Georgia
$1.23M +$101K +892 +9%
UAS
352
United Asset Strategies
New York
$1.22M +$120K +1,088 +11%
BCM
353
BTC Capital Management
Iowa
$1.22M – – –
CAG
354
Csenge Advisory Group
Florida
$1.2M -$550K -5,122 -31%
PA
355
Pinnacle Associates
New York
$1.2M – – –
AWM
356
Aspire Wealth Management
Massachusetts
$1.2M +$1.2M +10,847 New
SAM
357
Stringer Asset Management
Tennessee
$1.19M +$1.19M +19,462 New
1IA
358
1834 Investment Advisors
Wisconsin
$1.19M -$6.51K -59 -0.5%
DC
359
Davenport & Co
Virginia
$1.19M +$660K +5,984 +125%
RJT
360
Raymond James Trust
Florida
$1.18M -$31.2K -283 -3%
HIM
361
Hanlon Investment Management
New Jersey
$1.18M +$69.4K +629 +6%
FCBT
362
First Citizens Bank & Trust
North Carolina
$1.16M +$1.16M +10,524 New
APP
363
Avantax Planning Partners
Iowa
$1.16M +$48.8K +443 +4%
IFWM
364
Institute for Wealth Management
Colorado
$1.15M +$133K +1,210 +13%
LNC
365
Lincoln National Corp
Pennsylvania
$1.11M +$320K +2,905 +40%
RW
366
Rede Wealth
Virginia
$1.11M -$9.93K -90 -0.9%
MWC
367
MKD Wealth Coaches
Michigan
$1.09M -$32.9K -298 -3%
CIA
368
Choate Investment Advisors
Massachusetts
$1.09M +$68.4K +620 +7%
LWAM
369
Legacy Wealth Asset Management
Minnesota
$1.07M +$787K +7,132 +276%
RF
370
Rollins Financial
Georgia
$1.06M +$1.06M +9,620 New
HCA
371
Harbour Capital Advisors
Virginia
$1.04M – – –
WAM
372
Weinberger Asset Management
California
$1.04M +$1.04M +9,425 New
HTC
373
Haverford Trust Company
Pennsylvania
$1.03M +$50.1K +454 +5%
BMCM
374
Bryn Mawr Capital Management
Pennsylvania
$1.03M +$537K +4,863 +110%
PCS
375
Personal CFO Solutions
New Jersey
$1.02M +$1.02M +9,232 New
13 14
15
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