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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 %
FANJ
526
Financial Architects (New Jersey)
New Jersey
$333K +$333K +3,016 New
TCMP
527
Thrive Capital Management (Pennsylvania)
Pennsylvania
$332K +$96.6K +876 +41%
LWCFA
528
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$331K – – –
WLIM
529
White Lighthouse Investment Management
Massachusetts
$330K – – –
FFN
530
Focus Financial Network
Minnesota
$329K -$7.28M -65,932 -96%
CA
531
Cortland Associates
Missouri
$329K -$18.1K -164 -5%
OC
532
Oakworth Capital
Alabama
$328K – – –
AT
533
American Trust
Kentucky
$328K +$328K +2,972 New
SSW
534
Stone Summit Wealth
Florida
$327K +$327K +2,955 New
APW
535
Atlantic Private Wealth
North Carolina
$326K +$326K +2,955 New
ACM
536
Absolute Capital Management
Pennsylvania
$325K +$325K +2,945 New
MP
537
McDonald Partners
Ohio
$325K +$325K +2,945 New
LWAC
538
Laurel Wealth Advisors (California)
California
$324K +$324K +2,938 New
CIBC World Market
539
CIBC World Market
Ontario, Canada
$317K -$141K -1,282 -31%
BWP
540
BSW Wealth Partners
Colorado
$314K +$6.06K +55 +2%
F
541
F3Logic
Minnesota
$311K -$64.5K -592 -17%
WB
542
WesBanco Bank
West Virginia
$311K – – –
PFS
543
Prospera Financial Services
Texas
$308K +$308K +2,784 New
DG
544
Doman Group
New York
$307K +$307K +2,782 New
ATPW
545
Ashton Thomas Private Wealth
Arizona
$305K +$305K +2,769 New
CFS
546
CRA Financial Services
New Jersey
$303K – – –
GCMG
547
Gyroscope Capital Management Group
Florida
$302K -$9.82K -89 -3%
CA
548
CGN Advisors
Kansas
$301K -$109K -985 -27%
MBT
549
Montecito Bank & Trust
California
$301K +$3.31K +30 +1%
SC
550
Scotia Capital
Ontario, Canada
$301K +$301K +2,730 New
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