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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
$2.61B
2
Bank of America
Bank of America
North Carolina
$773M
3
LPL Financial
LPL Financial
California
$547M
4
Morgan Stanley
Morgan Stanley
New York
$556M
5
CG
Colony Group
Massachusetts
$49.6M

Top Sellers

1
MOACM
Mutual of America Capital Management
New York
$0
2
CFG
Cooper Financial Group
California
$1.91M
3
PSUF
People's United Financial
Connecticut
$77.8M
4
FTUS
Flow Traders U.S.
New York
$0
5
LWM
Liberty Wealth Management
California
$12.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$67.2M +$4.76M +43,175 +8%
FWP
27
FAS Wealth Partners
Kansas
$66.1M +$3.66M +33,186 +6%
LOAMU
28
Lombard Odier Asset Management (USA)
New York
$65.9M +$1M +9,100 +2%
M&T Bank
29
M&T Bank
New York
$64.6M +$888K +8,054 +1%
Truist Financial
30
Truist Financial
North Carolina
$63.2M -$2.03M -18,407 -3%
IWC
31
Integrated Wealth Concepts
Massachusetts
$62.1M -$9.97M -90,364 -14%
RWP
32
RWA Wealth Partners
Massachusetts
$56.5M +$1.6M +14,547 +3%
JC
33
JB Capital
Connecticut
$55.7M +$5.67M +51,444 +11%
RJA
34
Raymond James & Associates
Florida
$53.8M -$961K -8,710 -2%
CG
35
Colony Group
Massachusetts
$49.6M +$37.6M +340,868 +314%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$49.6M +$8.98M +81,442 +22%
WP
37
WealthSource Partners
California
$46.2M +$1.69M +15,307 +4%
Mariner
38
Mariner
Kansas
$44.2M +$5.71M +51,751 +15%
KAS
39
Kestra Advisory Services
Texas
$42.4M +$2.08M +18,846 +5%
FSWA
40
Financial Synergies Wealth Advisors
Texas
$42M +$747K +6,774 +2%
BFPW
41
BOK Financial Private Wealth
Colorado
$41.5M +$5.81M +52,722 +16%
CCT
42
Country Club Trust
Missouri
$39.9M +$182K +1,648 +0.5%
IDA
43
Intelligence Driven Advisers
California
$39.1M +$1.31M +13,327 +3%
Stifel Financial
44
Stifel Financial
Missouri
$38.9M +$2.86M +25,967 +8%
BF
45
BOK Financial
Oklahoma
$38.7M +$2.45M +22,249 +7%
TAIM
46
TD Ameritrade Investment Management
Nebraska
$38.6M +$16.9M +152,836 +77%
NA
47
NewEdge Advisors
Louisiana
$37.3M +$6.45M +58,523 +21%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$34M -$4.18M -37,887 -11%
AI
49
Atria Investments
North Carolina
$33.6M -$567K -5,143 -2%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$32.9M +$3.76M +34,048 +13%
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