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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 %
CP
376
Capital Planning
Washington
$665K +$20.2K +190 +3%
FCA
377
FinTrust Capital Advisors
South Carolina
$661K -$3.41K -32 -0.5%
GIA
378
GHP Investment Advisors
Colorado
$656K +$393K +3,695 +150%
PI
379
Pachira Investments
California
$649K – – –
GCM
380
Gables Capital Management
Florida
$636K – – –
OFG
381
OmniStar Financial Group
North Carolina
$634K +$162K +1,516 +34%
SW
382
SVB Wealth
Massachusetts
$627K +$17.4K +164 +3%
CI
383
Conning Inc
Connecticut
$625K – – –
LWP
384
Lumature Wealth Partners
Georgia
$624K +$9.48K +89 +2%
NWA
385
Navis Wealth Advisors
New York
$623K – – –
Renaissance Technologies
386
Renaissance Technologies
New York
$618K -$2.1M -19,700 -77%
AW
387
ACG Wealth
Georgia
$617K – – –
WCF
388
West Coast Financial
California
$616K – – –
CL
389
CPWM LLC
Washington
$612K – – –
LWP
390
Laurel Wealth Planning
Minnesota
$606K +$9.91K +93 +2%
CPC
391
Cookson Peirce & Co
Pennsylvania
$604K +$213 +2 +0%
BHIA
392
Birch Hill Investment Advisors
Massachusetts
$583K -$21.3K -200 -4%
SF
393
Synovus Financial
Georgia
$577K +$162K +1,513 +39%
MC
394
Middleton & Co
Massachusetts
$575K -$38.5K -362 -6%
OC
395
Oppenheimer & Co
New York
$572K -$213 -2 -0%
TA
396
TrueWealth Advisors
Alabama
$572K +$167K +1,566 +41%
PAMG
397
Patton Albertson Miller Group
Tennessee
$571K +$4.47K +42 +0.8%
WI
398
WrapManager Inc
California
$557K -$1.6K -15 -0.3%
GSEP
399
Golden State Equity Partners
California
$556K +$18.5K +174 +3%
MSFS
400
Main Street Financial Solutions
Pennsylvania
$553K +$45K +423 +9%
14 15
16
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