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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 %
CRWM
576
Castle Rock Wealth Management
California
$258K +$101 +1 +0%
OGF
577
Orin Green Financial
California
$255K – – –
KFS
578
Kaizen Financial Strategies
California
$254K -$32.8K -298 -11%
AF
579
Allworth Financial
California
$253K -$80.8K -733 -24%
KeyBank National Association
580
KeyBank National Association
Ohio
$252K +$252K +2,286 New
SIS
581
Sound Income Strategies
Florida
$248K -$10.7K -97 -4%
SEEDPG
582
S.E.E.D. Planning Group
New York
$244K – – –
HPM
583
Hudson Portfolio Management
New York
$243K +$243K +2,206 New
PP
584
Prosperity Planning
Missouri
$242K -$297K – –
UL
585
Unionview LLC
Washington
$240K +$240K +2,174 New
AL
586
Aspiriant LLC
California
$239K – – –
RFC
587
Regions Financial Corp
Alabama
$234K – – –
NCM
588
Neumann Capital Management
California
$234K – – –
FFA
589
Fi3 Financial Advisors
Indiana
$234K +$234K +2,120 New
WTB
590
Washington Trust Bank
Washington
$231K +$231K +2,099 New
Fifth Third Bancorp
591
Fifth Third Bancorp
Ohio
$229K -$15.4K -140 -6%
MI
592
Moneywise Inc
Virginia
$225K +$1.33K +12 +0.6%
MPCL
593
My Personal CFO LLC
Washington
$224K +$224K +2,029 New
DA
594
Detalus Advisors
Missouri
$222K – – –
FA
595
Flagstar Advisors
New York
$222K +$70.3K +637 +46%
USCWA
596
U.S. Capital Wealth Advisors
Texas
$222K +$222K +2,014 New
GG
597
Gofen & Glossberg
Illinois
$219K – – –
IDBONY
598
Israel Discount Bank of New York
New York
$219K +$219K +1,986 New
CC
599
Courier Capital
New York
$216K – – –
FFA
600
Founders Financial Alliance
North Carolina
$216K +$39.7K +360 +23%
22 23
24
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