EFG icon

iShares MSCI EAFE Growth ETF

613 hedge funds and large institutions have $8.84B invested in iShares MSCI EAFE Growth ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 267 increasing their positions, 202 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+2
Holders Change %
+0.33%
% of All Funds
10.7%
Holding in Top 10
54
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.2%
% of All Funds
0.94%
New
44
Increased
267
Reduced
202
Closed
36
Calls
$204K
Puts
$772K
Net Calls
-$568K
Net Calls Change
-$76K
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
426
TD Capital Management
Tennessee
$411K +$2.79K +26 +0.7%
TA
427
TrueWealth Advisors
Alabama
$409K +$83.3K +776 +26%
SSWM
428
Smith Salley Wealth Management
North Carolina
$406K
LWANC
429
Laurel Wealth Advisors (North Carolina)
North Carolina
$405K +$3K +28 +0.7%
IAN
430
Integrated Advisors Network
Texas
$405K +$405K +3,778 New
SMA
431
Sage Mountain Advisors
Georgia
$395K -$101K -940 -20%
PFA
432
Pinnacle Family Advisors
Missouri
$388K -$11.5K -107 -3%
EAM
433
Evanson Asset Management
California
$387K
BWM
434
Baystate Wealth Management
Massachusetts
$387K +$19.2K +179 +5%
F
435
F3Logic
Minnesota
$385K -$32.6K -304 -8%
MKC
436
M. Kraus & Co
Vermont
$377K +$377K +3,519 New
TNA
437
True North Advisors
Texas
$376K
BFG
438
Beacon Financial Group
Texas
$372K -$19.7K -185 -5%
NFC
439
Northeast Financial Consultants
Connecticut
$372K +$372K +3,463 New
3LCM
440
3D/L Capital Management
Connecticut
$365K +$65.1K +606 +22%
KFGK
441
Keystone Financial Group (Kentucky)
Kentucky
$363K +$63.2K +589 +21%
CCM
442
Covington Capital Management
California
$362K +$362K +3,374 New
BHTS
443
Bar Harbor Trust Services
Maine
$360K
PIA
444
Perennial Investment Advisors
California
$358K -$7.18K -67 -2%
Fisher Asset Management
445
Fisher Asset Management
Washington
$353K -$76.4K -712 -18%
DC
446
Davenport & Co
Virginia
$348K +$54.6K +510 +19%
FCFC
447
First Citizens Financial Corp
Iowa
$348K +$77.6K +723 +29%
ELI
448
Empire Life Investments
Ontario, Canada
$343K -$107K -1,000 -24%
SWA
449
Sightline Wealth Advisors
Connecticut
$340K +$340K +4,313 New
CA
450
Cortland Associates
Missouri
$338K