EFG icon

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 %
CAMG
551
CWA Asset Management Group
Florida
$299K +$299K +2,713 New
SWM
552
Selective Wealth Management
Virginia
$295K +$144K +1,310 +96%
GFS
553
GYL Financial Synergies
Connecticut
$294K +$54.2K +492 +23%
LNB
554
Ledyard National Bank
$291K +$16.8K +152 +6%
D
555
Diversified
Delaware
$291K +$30.5K +274 +12%
BHTS
556
Bar Harbor Trust Services
Maine
$290K -$70.8K -643 -20%
WF
557
Wayfinding Financial
Washington
$290K +$290K +3,001 New
OFS
558
Oldfather Financial Services
Nebraska
$285K – – –
PA
559
Parallel Advisors
California
$284K +$53.6K +487 +23%
IWN
560
Independent Wealth Network
Iowa
$284K +$56.9K +516 +25%
MIM
561
Miller Investment Management
Pennsylvania
$280K +$280K +2,535 New
MOS
562
MGO One Seven
Ohio
$279K -$51.1K -463 -15%
CGL
563
Clarius Group LLC
Washington
$276K +$7.16K +65 +3%
RMC
564
Regis Management Company
California
$272K – – –
AP
565
Advisor Partners
California
$272K +$3.54K +32 +1%
OIA
566
OneDigital Investment Advisors
Kansas
$270K +$270K +2,445 New
MA
567
MONECO Advisors
Connecticut
$269K -$14.5K -146 -5%
ARC
568
Advisor Resource Council
Texas
$268K +$55.3K +501 +26%
FFM
569
Forum Financial Management
Illinois
$268K +$268K +2,429 New
TC
570
Trilogy Capital
California
$267K +$23.1K +209 +9%
Bessemer Group
571
Bessemer Group
New Jersey
$262K – – –
BOTW
572
Bank of the West
California
$262K +$32.8K +297 +14%
SPWM
573
Schrum Private Wealth Management
Florida
$262K +$262K +2,379 New
FIM
574
Freedom Investment Management
Connecticut
$261K +$16.5K +150 +7%
MA
575
MKT Advisors
California
$259K +$259K +2,646 New
21 22
23
24 25