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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 %
TA
401
Trellis Advisors
Washington
$540K +$126K +1,181 +30%
SCM
402
SCS Capital Management
Massachusetts
$537K -$547K -5,140 -50%
Cerity Partners
403
Cerity Partners
New York
$531K +$8.42K +79 +2%
PWM
404
PRW Wealth Management
Massachusetts
$528K -$2.41M -22,623 -82%
3LCM
405
3D/L Capital Management
Connecticut
$524K +$162K +1,520 +45%
DC
406
Davenport & Co
Virginia
$511K +$165K +1,552 +48%
AIA
407
Arcadia Investment Advisors
Idaho
$511K -$13.1K -123 -3%
V
408
Veritable
Delaware
$506K – – –
SS
409
Sunbelt Securities
Texas
$496K – – –
AA
410
Ancora Advisors
Ohio
$491K +$211K +1,985 +76%
ABC
411
Associated Banc-Corp
Wisconsin
$489K -$27.7K -260 -5%
FCI
412
Financial Counselors Inc
Kansas
$486K +$20.3K +191 +4%
KPWS
413
Kestra Private Wealth Services
Texas
$476K +$62.4K +586 +15%
NSIM
414
North Star Investment Management
Illinois
$475K -$24.7K -232 -5%
HCMT
415
Highland Capital Management (Tennessee)
Tennessee
$475K – – –
RRC
416
Relaxing Retirement Coach
Massachusetts
$473K – – –
DSA
417
Droms Strauss Advisors
Missouri
$471K -$17.9K -168 -4%
BMCM
418
Bryn Mawr Capital Management
Pennsylvania
$471K – – –
CAL
419
Capital Analysts LLC
Pennsylvania
$470K -$425 -4 -0.1%
FAT
420
First American Trust
California
$466K -$11.9K -112 -2%
GLLW
421
Graves Light Lenhart Wealth
Virginia
$463K – – –
PIA
422
Perennial Investment Advisors
California
$459K +$103K +970 +29%
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$456K +$456K +4,285 New
JIP
424
Jaffetilchin Investment Partners
Florida
$455K -$448K -4,207 -50%
GIA
425
Gladstone Institutional Advisory
Florida
$451K -$29K -272 -6%
15 16
17
18 19