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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 %
CIBC World Market
426
CIBC World Market
Ontario, Canada
$442K +$442K +4,155 New
TAM
427
Tocqueville Asset Management
New York
$440K – – –
BC
428
Burleson & Co
California
$438K -$213K -1,997 -33%
SI
429
Stephens Inc
Arkansas
$429K – – –
KFGK
430
Keystone Financial Group (Kentucky)
Kentucky
$428K +$68.2K +641 +19%
BWA
431
Burt Wealth Advisors
Maryland
$426K – – –
LCM
432
Leisure Capital Management
California
$426K – – –
CFG
433
Citizens Financial Group
Rhode Island
$424K – – –
Fisher Asset Management
434
Fisher Asset Management
Washington
$419K +$68.9K +648 +20%
FCFC
435
First Citizens Financial Corp
Iowa
$419K +$74.2K +697 +22%
MIC
436
Means Investment Company
Maine
$413K +$852 +8 +0.2%
RF
437
RHS Financial
California
$413K +$413K +3,876 New
TCM
438
TD Capital Management
Tennessee
$408K – – –
HB
439
Homrich & Berg
Georgia
$404K -$9.47K -89 -2%
CA
440
Continuum Advisory
Idaho
$404K +$68.7K +646 +21%
SSWM
441
Smith Salley Wealth Management
North Carolina
$403K – – –
SMA
442
Sage Mountain Advisors
Georgia
$403K +$10.8K +101 +3%
LWANC
443
Laurel Wealth Advisors (North Carolina)
North Carolina
$402K – – –
CA
444
CGN Advisors
Kansas
$395K -$1.09M -10,230 -73%
ELI
445
Empire Life Investments
Ontario, Canada
$394K +$53.2K +500 +16%
EAM
446
Evanson Asset Management
California
$391K – – –
SFA
447
Sequoia Financial Advisors
Ohio
$390K -$18.2K -171 -4%
PFA
448
Pinnacle Family Advisors
Missouri
$384K -$639 -6 -0.2%
AA
449
Argent Advisors
Louisiana
$379K -$41.4K -389 -10%
MSA
450
Marino Stram & Associates
Massachusetts
$379K +$379K +3,564 New
16 17
18
19 20