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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 %
LWP
426
Laurel Wealth Planning
Minnesota
$688K +$60.8K +551 +10%
CP
427
Capital Planning
Washington
$684K -$5.52K -50 -0.8%
IAN
428
Integrated Advisors Network
Texas
$682K -$293K -2,654 -30%
ABC
429
Associated Banc-Corp
Wisconsin
$680K +$173K +1,568 +34%
AA
430
Ancora Advisors
Ohio
$672K +$163K +1,481 +32%
AG
431
Ascent Group
Virginia
$672K +$672K +6,636 New
CWG
432
Crown Wealth Group
North Carolina
$669K +$669K +6,062 New
GCM
433
Gables Capital Management
Florida
$659K – – –
AW
434
ACG Wealth
Georgia
$657K +$17.9K +162 +3%
NWA
435
Navis Wealth Advisors
New York
$650K +$4.08K +37 +0.6%
TA
436
TrueWealth Advisors
Alabama
$647K +$54.4K +493 +9%
AWM
437
Alterna Wealth Management
Texas
$646K +$646K +5,853 New
CPFP
438
Clear Perspectives Financial Planning
Ohio
$640K -$63.2K -573 -9%
WCF
439
West Coast Financial
California
$638K – – –
CFA
440
Carroll Financial Associates
North Carolina
$637K +$637K +5,755 New
SW
441
SVB Wealth
Massachusetts
$625K -$24.8K -225 -4%
PWM
442
PRW Wealth Management
Massachusetts
$617K +$70.6K +640 +13%
CL
443
CPWM LLC
Washington
$612K – – –
BHIA
444
Birch Hill Investment Advisors
Massachusetts
$604K – – –
CFO
445
CVA Family Office
Colorado
$601K +$213K +1,927 +55%
MC
446
Middleton & Co
Massachusetts
$596K – – –
CPC
447
Cookson Peirce & Co
Pennsylvania
$593K -$32.8K -297 -5%
CFB
448
Cullen/Frost Bankers
Texas
$591K +$591K +5,359 New
CI
449
Conning Inc
Connecticut
$590K -$58K -526 -9%
V
450
Veritable
Delaware
$584K +$60.2K +546 +11%
16 17
18
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