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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 %
SF
401
Synovus Financial
Georgia
$864K +$267K +2,415 +45%
SFG
402
Sovereign Financial Group
Connecticut
$855K +$855K +7,755 New
PFG
403
Peterson Financial Group
Iowa
$852K +$852K +7,726 New
APWM
404
Atlas Private Wealth Management
New York
$850K +$53.1K +481 +7%
WAP
405
Wealthcare Advisory Partners
Pennsylvania
$849K – – –
VC
406
Veracity Capital
Georgia
$835K -$12.7K -115 -1%
MW
407
Marcum Wealth
Ohio
$826K -$56.8K -515 -6%
Cerity Partners
408
Cerity Partners
New York
$801K +$251K +2,280 +46%
TC
409
TownSquare Capital
Utah
$784K +$502K +4,555 +178%
AF
410
Alerus Financial
North Dakota
$779K – – –
FPGK
411
Financial Partners Group (Kansas)
Kansas
$767K +$94.6K +947 +14%
LHEI
412
Leo H. Evart Inc
California
$762K +$762K +6,912 New
GPA
413
Guidance Point Advisors
Massachusetts
$757K +$4.52K +41 +0.6%
FCI
414
Financial Counselors Inc
Kansas
$756K +$252K +2,288 +50%
OC
415
Oppenheimer & Co
New York
$749K +$157K +1,422 +26%
EWA
416
EverSource Wealth Advisors
Alabama
$749K +$749K +6,790 New
9WM
417
9258 Wealth Management
Ohio
$738K +$445K +4,037 +152%
BFA
418
Beacon Financial Advisory
Ohio
$724K +$24.5K +222 +4%
CPIG
419
Chicago Partners Investment Group
Illinois
$718K +$1.45K +15 +0.2%
CCG
420
Cypress Capital Group
Florida
$716K +$716K +6,493 New
VWM
421
Vigilare Wealth Management
Arizona
$715K +$1.99K +18 +0.3%
KA
422
Kovack Advisors
Florida
$712K -$98.8K -896 -12%
ELI
423
Empire Life Investments
Ontario, Canada
$706K +$298K +2,700 +73%
LA
424
LexAurum Advisors
Kansas
$703K -$330K -2,990 -32%
MFG
425
Merit Financial Group
Georgia
$697K -$7.5K -68 -1%
15 16
17
18 19