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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 %
RF
476
RHS Financial
California
$463K +$35.2K +319 +8%
UB
477
UMB Bank
Missouri
$461K +$461K +4,179 New
TAM
478
Tocqueville Asset Management
New York
$456K – – –
CAL
479
Capital Analysts LLC
Pennsylvania
$454K -$33.1K -300 -7%
RRC
480
Relaxing Retirement Coach
Massachusetts
$451K -$39.9K -361 -8%
KFGK
481
Keystone Financial Group (Kentucky)
Kentucky
$450K +$6.29K +57 +1%
FCFC
482
First Citizens Financial Corp
Iowa
$449K +$14.2K +129 +3%
CA
483
Continuum Advisory
Idaho
$448K +$28.8K +261 +7%
SI
484
Stephens Inc
Arkansas
$445K – – –
BWA
485
Burt Wealth Advisors
Maryland
$441K – – –
CFG
486
Citizens Financial Group
Rhode Island
$439K – – –
HWM
487
Hohimer Wealth Management
Washington
$439K +$439K +3,983 New
ACP
488
Aveo Capital Partners
Colorado
$436K +$104K +940 +31%
TCM
489
TD Capital Management
Tennessee
$425K +$2.32K +21 +0.5%
SFA
490
Sequoia Financial Advisors
Ohio
$424K +$20.7K +188 +5%
LWANC
491
Laurel Wealth Advisors (North Carolina)
North Carolina
$419K +$2.32K +21 +0.6%
HWM
492
HB Wealth Management
Georgia
$419K +$419K +3,798 New
SSWM
493
Smith Salley Wealth Management
North Carolina
$417K – – –
TFA
494
Teamwork Financial Advisors
Texas
$410K +$203K +1,846 +99%
JIC
495
Johnson Investment Counsel
Ohio
$408K +$55.8K +505 +16%
SMA
496
Sage Mountain Advisors
Georgia
$406K -$11.1K -101 -3%
MSA
497
Marino Stram & Associates
Massachusetts
$404K +$11.2K +102 +3%
BFG
498
Beacon Financial Group
Texas
$403K +$16.5K +149 +4%
ES
499
Eagle Strategies
New York
$402K +$402K +3,644 New
EAM
500
Evanson Asset Management
California
$398K – – –
18 19
20
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