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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 %
FFA
526
Founders Financial Alliance
North Carolina
$171K +$29.8K +279 +21%
MPCG
527
Matrix Private Capital Group
New York
$168K – – –
MPWT
528
MassMutual Private Wealth & Trust
Connecticut
$157K +$54K +506 +52%
SWM
529
Selective Wealth Management
Virginia
$146K +$146K +1,368 New
FA
530
Flagstar Advisors
New York
$146K +$146K +1,375 New
DWP
531
Destiny Wealth Partners
Florida
$143K +$143K +1,343 New
WB
532
Webster Bank
Connecticut
$142K – – –
FA
533
Fortis Advisors
Pennsylvania
$142K +$17.5K +165 +14%
GWS
534
Glassman Wealth Services
Virginia
$141K – – –
HFS
535
Horizon Financial Services
North Carolina
$138K +$62.3K +585 +82%
RIM
536
Rockbridge Investment Management
New York
$137K – – –
FP
537
Financial Perspectives
Minnesota
$136K +$13K +122 +11%
BA
538
Bellwether Advisors
Nebraska
$134K – – –
AWM
539
Avior Wealth Management
Nebraska
$131K -$20.5K -193 -14%
VNA
540
Valley National Advisers
Pennsylvania
$131K +$318 +3 +0.2%
MFT
541
Moisand Fitzgerald Tamayo
Florida
$128K – – –
AL
542
ADE LLC
Maryland
$116K – – –
NFSG
543
Newbridge Financial Services Group
Florida
$113K +$111K +1,035 +4,500%
RBC
544
Roble Belko & Company
Pennsylvania
$106K – – –
FFC
545
First Financial Corp
Indiana
$103K – – –
LCM
546
Logan Capital Management
Pennsylvania
$103K – – –
IBOK
547
Independence Bank of Kentucky
Kentucky
$101K – – –
LIA
548
LS Investment Advisors
Michigan
$96K – – –
WT
549
Whittier Trust
California
$96K – – –
RDFA
550
Ritter Daniher Financial Advisory
Ohio
$90K – – –
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