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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 %
FIM
501
Freedom Investment Management
Connecticut
$236K -$9.99K -94 -4%
Fifth Third Bancorp
502
Fifth Third Bancorp
Ohio
$236K – – –
YIH
503
Y-Intercept (HK)
Hong Kong
$236K +$236K +2,219 New
MWM
504
Meridian Wealth Management
Kentucky
$236K +$236K +2,220 New
SEEDPG
505
S.E.E.D. Planning Group
New York
$235K – – –
TC
506
Trilogy Capital
California
$235K +$235K +2,210 New
IWN
507
Independent Wealth Network
Iowa
$233K +$233K +2,058 New
GFS
508
GYL Financial Synergies
Connecticut
$232K +$7.99K +75 +4%
AL
509
Aspiriant LLC
California
$231K – – –
SAM
510
Summit Asset Management
Tennessee
$229K – – –
TCMP
511
Thrive Capital Management (Pennsylvania)
Pennsylvania
$227K -$82.4K -775 -27%
RFC
512
Regions Financial Corp
Alabama
$226K -$35K -329 -13%
NCM
513
Neumann Capital Management
California
$226K – – –
PA
514
Parallel Advisors
California
$223K – – –
BOTW
515
Bank of the West
California
$221K – – –
MI
516
Moneywise Inc
Virginia
$216K -$12.5K -117 -5%
DA
517
Detalus Advisors
Missouri
$214K +$2.13K +20 +1%
ACM
518
AlphaStar Capital Management
North Carolina
$212K +$212K +1,933 New
SWP
519
Stratos Wealth Partners
Ohio
$212K +$212K +1,987 New
GG
520
Gofen & Glossberg
Illinois
$211K +$211K +1,982 New
BHBT
521
Burke & Herbert Bank & Trust
Virginia
$208K -$5.12K -48 -2%
CC
522
Courier Capital
New York
$208K – – –
ARC
523
Advisor Resource Council
Texas
$206K +$206K +1,927 New
TFA
524
Teamwork Financial Advisors
Texas
$200K +$200K +1,874 New
BWA
525
BDO Wealth Advisors
Florida
$176K +$30K +282 +21%
19 20
21
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