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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 %
OC
476
Oakworth Capital
Alabama
$317K -$5.12K -48 -2%
CFO
477
CVA Family Office
Colorado
$316K -$59.7K -665 -16%
ACM
478
Advisors Capital Management
New Jersey
$313K +$13.7K +129 +5%
MA
479
MONECO Advisors
Connecticut
$305K +$305K +2,862 New
WB
480
WesBanco Bank
West Virginia
$301K -$426 -4 -0.1%
GCMG
481
Gyroscope Capital Management Group
Florida
$301K -$320 -3 -0.1%
GRP
482
Global Retirement Partners
California
$299K +$108K +1,013 +56%
BWP
483
BSW Wealth Partners
Colorado
$297K -$1.6K -15 -0.5%
PP
484
Prosperity Planning
Missouri
$297K -$226K – –
CFS
485
CRA Financial Services
New Jersey
$293K – – –
CRWM
486
Castle Rock Wealth Management
California
$289K +$11.5K +101 +4%
MBT
487
Montecito Bank & Trust
California
$287K – – –
9WM
488
9258 Wealth Management
Ohio
$283K +$853 +8 +0.3%
KFS
489
Kaizen Financial Strategies
California
$277K +$277K +2,604 New
LWAM
490
Legacy Wealth Asset Management
Minnesota
$275K – – –
OGF
491
Orin Green Financial
California
$273K – – –
TC
492
TownSquare Capital
Utah
$272K -$14.9K -140 -5%
LNB
493
Ledyard National Bank
$265K – – –
RMC
494
Regis Management Company
California
$262K – – –
LAS
495
Lloyd Advisory Services
Georgia
$261K +$21.6K +203 +9%
CGL
496
Clarius Group LLC
Washington
$260K – – –
AP
497
Advisor Partners
California
$259K +$259K +2,430 New
Bessemer Group
498
Bessemer Group
New Jersey
$253K – – –
SIS
499
Sound Income Strategies
Florida
$250K -$26.6K -250 -10%
D
500
Diversified
Delaware
$249K +$5.31K +50 +2%
18 19
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