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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 %
CFO
376
Collective Family Office
Pennsylvania
$1.02M – – –
KCA
377
Karn Couzens & Associates
Connecticut
$1M +$33.5K +304 +3%
ANTB
378
AMG National Trust Bank
Colorado
$988K -$18.2K -165 -2%
SDWMA
379
Schneider Downs Wealth Management Advisors
Pennsylvania
$982K – – –
SP
380
Successful Portfolios
Florida
$978K +$79.5K +721 +9%
Franklin Resources
381
Franklin Resources
California
$964K – – –
QPWM
382
Quadrant Private Wealth Management
Pennsylvania
$957K +$138K +1,249 +17%
SFO
383
Stokes Family Office
Louisiana
$955K +$245K +2,223 +35%
SSWM
384
Sheets Smith Wealth Management
North Carolina
$953K -$60.5K -549 -6%
FCA
385
FinTrust Capital Advisors
South Carolina
$950K +$265K +2,406 +39%
GW
386
GW & Wade
Massachusetts
$944K +$190K +1,721 +25%
KWM
387
Kingsview Wealth Management
Oregon
$941K +$27.8K +252 +3%
RCAG
388
Rehmann Capital Advisory Group
Michigan
$918K +$206K +1,817 +29%
CWM
389
Cornerstone Wealth Management
Missouri
$917K +$56.3K +510 +7%
C
390
CEDRUS
Colorado
$896K +$896K +8,120 New
SCM
391
SOL Capital Management
Maryland
$893K +$89.3K +810 +11%
FA
392
FDx Advisors
Illinois
$893K +$164K +1,484 +22%
EK
393
Evensky & Katz
Florida
$891K -$41K -372 -4%
MFG
394
Magnus Financial Group
New York
$880K +$24.7K +224 +3%
CAM
395
Cresset Asset Management
Illinois
$875K +$157K +1,424 +22%
GMA
396
Goldstein Munger & Associates
California
$874K – – –
OWA
397
Opal Wealth Advisors
New York
$874K +$874K +7,926 New
CCG
398
Capital CS Group
California
$873K +$873K +7,920 New
WS
399
Wedbush Securities
California
$872K -$85.4K -774 -9%
HKIMG
400
Hutchens & Kramer Investment Management Group
Indiana
$868K +$868K +8,957 New
14 15
16
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