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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
$2.31B
2
LPL Financial
LPL Financial
California
$476M
3
BlackRock
BlackRock
New York
$437M
4
Morgan Stanley
Morgan Stanley
New York
$487M
5
Bank of America
Bank of America
North Carolina
$656M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$749K
2
RIG
RiverFront Investment Group
Virginia
$37.5M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
TAIM
TD Ameritrade Investment Management
Nebraska
$17.7M
5
KIM
Karpus Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$62.9M +$980K +9,204 +2%
LOAMU
27
Lombard Odier Asset Management (USA)
New York
$62.6M +$57.9M +544,100 +1,239%
M&T Bank
28
M&T Bank
New York
$61.5M +$195K +1,835 +0.3%
FWP
29
FAS Wealth Partners
Kansas
$60.3M +$953K +8,951 +2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$60.3M +$1.56M +14,673 +3%
RWP
31
RWA Wealth Partners
Massachusetts
$53M +$1.13M +10,570 +2%
RJA
32
Raymond James & Associates
Florida
$52.9M +$3.62M +34,004 +7%
JC
33
JB Capital
Connecticut
$48.3M +$48.3M +453,729 New
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$47.2M – – –
WP
35
WealthSource Partners
California
$43M +$4.77M +44,838 +12%
IDA
36
Intelligence Driven Advisers
California
$40.6M +$3.66M +34,566 +10%
FSWA
37
Financial Synergies Wealth Advisors
Texas
$39.8M +$1.04M +9,767 +3%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$39.2M +$709K +6,658 +2%
KAS
39
Kestra Advisory Services
Texas
$38.9M +$11.5M +107,978 +42%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$38.5M -$959K -8,614 -2%
CCT
41
Country Club Trust
Missouri
$38.4M -$358K -3,354 -0.9%
RIG
42
RiverFront Investment Group
Virginia
$37.5M -$51.2M -481,234 -58%
Mariner
43
Mariner
Kansas
$37.1M +$3.82M +35,871 +11%
BF
44
BOK Financial
Oklahoma
$35M +$35M +328,746 New
Stifel Financial
45
Stifel Financial
Missouri
$34.8M +$6.62M +62,142 +23%
BFPW
46
BOK Financial Private Wealth
Colorado
$34.5M -$715K -6,716 -2%
AI
47
Atria Investments
North Carolina
$33M +$11.1M +104,684 +51%
NA
48
NewEdge Advisors
Louisiana
$29.7M +$7.95M +74,692 +37%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$28.1M +$3.74M +35,089 +15%
HighTower Advisors
50
HighTower Advisors
Illinois
$26.4M +$4.91M +46,133 +23%
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