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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 %
GSEP
451
Golden State Equity Partners
California
$575K -$662 -6 -0.1%
D
452
Dentgroup
Louisiana
$572K +$572K +5,186 New
SAM
453
Strategy Asset Managers
California
$564K -$1.36M -12,324 -71%
WI
454
WrapManager Inc
California
$560K -$16.5K -150 -3%
SCM
455
SCS Capital Management
Massachusetts
$557K – – –
PI
456
Pachira Investments
California
$556K -$116K -1,054 -17%
LWP
457
Lumature Wealth Partners
Georgia
$556K -$90.2K -818 -14%
CW
458
Cook Wealth
North Carolina
$548K +$548K +5,523 New
3LCM
459
3D/L Capital Management
Connecticut
$547K +$4.3K +39 +0.8%
DSA
460
Droms Strauss Advisors
Missouri
$541K +$54.3K +494 +11%
MSFS
461
Main Street Financial Solutions
Pennsylvania
$538K -$34.3K -311 -6%
VW
462
Vance Wealth
California
$532K +$532K +4,821 New
PFA
463
Pinnacle Family Advisors
Missouri
$527K +$129K +1,166 +32%
SW
464
Simplicity Wealth
New Jersey
$521K +$521K +4,722 New
KPWS
465
Kestra Private Wealth Services
Texas
$518K +$24.7K +224 +5%
NSIM
466
North Star Investment Management
Illinois
$517K +$25.6K +232 +5%
LAS
467
Lloyd Advisory Services
Georgia
$515K +$245K +2,220 +91%
SWP
468
Stratos Wealth Partners
Ohio
$503K +$284K +2,575 +130%
AIA
469
Arcadia Investment Advisors
Idaho
$492K -$36.6K -332 -7%
HCMT
470
Highland Capital Management (Tennessee)
Tennessee
$492K +$331 +3 +0.1%
Fisher Asset Management
471
Fisher Asset Management
Washington
$482K +$47.8K +434 +11%
GLLW
472
Graves Light Lenhart Wealth
Virginia
$480K – – –
FMII
473
Farmers & Merchants Investments Inc
Nebraska
$473K – – –
JIP
474
Jaffetilchin Investment Partners
Florida
$473K +$1.44K +13 +0.3%
MIC
475
Means Investment Company
Maine
$471K +$42.8K +388 +10%
17 18
19
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