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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
$2.31B
2
LPL Financial
LPL Financial
California
$476M
3
BlackRock
BlackRock
New York
$437M
4
Morgan Stanley
Morgan Stanley
New York
$487M
5
Bank of America
Bank of America
North Carolina
$656M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$749K
2
RIG
RiverFront Investment Group
Virginia
$37.5M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
TAIM
TD Ameritrade Investment Management
Nebraska
$17.7M
5
KIM
Karpus Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
626
GPS Wealth Strategies Group
Colorado
$1K – – –
GG
627
Gleason Group
Kentucky
$1K – – –
HWA
628
HHM Wealth Advisors
Tennessee
$1K +$1K +13 New
Citadel Advisors
629
Citadel Advisors
Florida
– -$50.2M -468,039 Closed
KIM
630
Karpus Investment Management
New York
– -$8.56M -79,759 Closed
CSPAM
631
Cary Street Partners Asset Management
Virginia
– -$4.91M -45,782 Closed
PWAG
632
Polaris Wealth Advisory Group
California
– -$3.48M -32,393 Closed
Millennium Management
633
Millennium Management
New York
– -$2.87M -26,719 Closed
KOMWMG
634
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$2.38M -22,143 Closed
JWCA
635
J.W. Cole Advisors
Florida
– -$1.99M -18,591 Closed
LFAS
636
Level Four Advisory Services
Texas
– -$1.75M -16,266 Closed
BRC
637
BHF RG Capital
Arizona
– -$533K -4,967 Closed
IWM
638
IHT Wealth Management
Illinois
– -$431K -4,018 Closed
NFC
639
Northeast Financial Consultants
Connecticut
– -$372K -3,463 Closed
Financial Engines Advisors
640
Financial Engines Advisors
California
– -$291K -2,715 Closed
OIA
641
OneDigital Investment Advisors
Kansas
– -$285K -2,656 Closed
NAM
642
NTV Asset Management
West Virginia
– -$268K -2,500 Closed
SC
643
Schoolcraft Capital
Colorado
– -$246K -2,296 Closed
MA
644
MBA Advisors
Pennsylvania
– -$223 -2,076 Closed
RG
645
Retirement Group
California
– -$72K -670 Closed
TI
646
tru Independence
Oregon
– -$68K -637 Closed
AIC
647
Archer Investment Corporation
Indiana
– -$28.4K -265 Closed
LGWM
648
Litman Gregory Wealth Management
California
– -$225 -225 Closed
MAM
649
Meeder Asset Management
Ohio
– -$19K -175 Closed
KTC
650
Kistler-Tiffany Companies
Pennsylvania
– -$15K -142 Closed
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26
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