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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 %
LC
501
Lindbrook Capital
California
$390K +$390K +3,537 New
TNA
502
True North Advisors
Texas
$387K – – –
WFC
503
Western Financial Corp
California
$387K +$20.6K +187 +6%
AA
504
Argent Advisors
Louisiana
$383K -$9.59K -87 -2%
NFC
505
Northeast Financial Consultants
Connecticut
$382K +$382K +3,463 New
ACM
506
Advisors Capital Management
New Jersey
$381K +$56.4K +511 +17%
MKC
507
M. Kraus & Co
Vermont
$380K – – –
RWA
508
RGT Wealth Advisors
Texas
$377K +$377K +3,416 New
TWP
509
Total Wealth Planning
Ohio
$373K +$373K +4,818 New
CA
510
Claro Advisors
Massachusetts
$370K +$370K +3,358 New
MWM
511
Meridian Wealth Management
Kentucky
$364K +$119K +1,080 +49%
GIA
512
Gladstone Institutional Advisory
Florida
$358K -$109K -987 -23%
AFP
513
Ausdal Financial Partners
Iowa
$357K +$22K +199 +7%
MFA
514
Mayflower Financial Advisors
Massachusetts
$355K +$355K +3,217 New
FAT
515
First American Trust
California
$353K -$130K -1,176 -27%
CCM
516
Covington Capital Management
California
$353K -$19.2K -174 -5%
BC
517
Burleson & Co
California
$351K -$103K -929 -23%
LNWWM
518
Laird Norton Wetherby Wealth Management
California
$347K – – –
MC
519
Moors & Cabot
Massachusetts
$344K -$8.61K -78 -2%
MIH
520
Meitav Investment House
Israel
$344K – – –
SWA
521
Sightline Wealth Advisors
Connecticut
$344K +$2.22K +28 +0.6%
Deutsche Bank
522
Deutsche Bank
Germany
$344K +$344K +3,123 New
CA
523
Calton & Associates
Florida
$342K -$3.66M -33,208 -91%
RC
524
RegentAtlantic Capital
New Jersey
$335K +$2.65K +24 +0.8%
FA
525
Fountainhead AM
New Jersey
$333K +$2.1K +19 +0.6%
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