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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 %
BHBT
601
Burke & Herbert Bank & Trust
Virginia
$215K – – –
NL
602
Navalign LLC
California
$213K +$213K +1,928 New
ADIM
603
Alpha DNA Investment Management
Maryland
$213K +$213K +1,938 New
Financial Engines Advisors
604
Financial Engines Advisors
California
$210K +$210K +1,898 New
AFAS
605
Acorn Financial Advisory Services
Virginia
$204K +$204K +1,847 New
PCM
606
Pennsylvania Capital Management
Pennsylvania
$202K +$202K +1,835 New
AIM
607
Alhambra Investment Management
Florida
$201K +$201K +1,825 New
Qube Research & Technologies (QRT)
608
Qube Research & Technologies (QRT)
United Kingdom
$186K -$1.59M -14,443 -90%
BWA
609
BDO Wealth Advisors
Florida
$183K +$882 +8 +0.5%
FP
610
Financial Perspectives
Minnesota
$183K +$41.6K +377 +29%
MPCG
611
Matrix Private Capital Group
New York
$174K – – –
HR
612
Hayden Royal
North Carolina
$169K +$169K +1,528 New
DWP
613
Destiny Wealth Partners
Florida
$148K – – –
HFS
614
Horizon Financial Services
North Carolina
$148K +$4.96K +45 +3%
WB
615
Webster Bank
Connecticut
$147K – – –
GWS
616
Glassman Wealth Services
Virginia
$146K – – –
RIM
617
Rockbridge Investment Management
New York
$142K – – –
BA
618
Bellwether Advisors
Nebraska
$139K – – –
VNA
619
Valley National Advisers
Pennsylvania
$136K – – –
MFT
620
Moisand Fitzgerald Tamayo
Florida
$132K – – –
FFC
621
First Financial Corp
Indiana
$130K +$23.5K +214 +22%
NFSG
622
Newbridge Financial Services Group
Florida
$128K +$11.7K +106 +10%
FA
623
Fortis Advisors
Pennsylvania
$117K -$30.8K -279 -21%
CWP
624
Concord Wealth Partners
Virginia
$112K +$112K +1,015 New
RBC
625
Roble Belko & Company
Pennsylvania
$110K – – –
23 24
25
26 27