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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 %
LCM
626
Logan Capital Management
Pennsylvania
$107K – – –
IBOK
627
Independence Bank of Kentucky
Kentucky
$104K – – –
AWM
628
Avior Wealth Management
Nebraska
$100K -$35.5K -323 -26%
LIA
629
LS Investment Advisors
Michigan
$99K – – –
WT
630
Whittier Trust
California
$99K – – –
RDFA
631
Ritter Daniher Financial Advisory
Ohio
$94K – – –
AWA
632
Amplius Wealth Advisors
Pennsylvania
$90K +$90K +817 New
PPWM
633
PFG Private Wealth Management
Florida
$87K -$6.16M -55,909 -99%
JFA
634
JNBA Financial Advisors
Minnesota
$87K +$34.3K +312 +65%
National Bank of Canada
635
National Bank of Canada
Quebec, Canada
$87K +$87K +789 New
EVM
636
Eaton Vance Management
Massachusetts
$86K – – –
ZIG
637
Zullo Investment Group
Pennsylvania
$80K +$80K +728 New
PB
638
Pinnacle Bancorp
Nebraska
$78K – – –
TAM
639
Tucker Asset Management
Colorado
$77.8K – – –
SL
640
Savior LLC
Massachusetts
$77K – – –
CCM
641
Cribstone Capital Management
Maine
$76K – – –
SSB
642
Sandy Spring Bank
Maryland
$75K – – –
IFAM
643
Institutional & Family Asset Management
Colorado
$75K +$21.5K +194 +40%
First Manhattan
644
First Manhattan
New York
$74K – – –
IF
645
Integrity Financial
Wyoming
$73K +$73K +660 New
RCM
646
Raleigh Capital Management
North Carolina
$71K +$71K +643 New
PP
647
PFS Partners
New Jersey
$68.4K +$68.4K +620 New
WTA
648
Washington Trust Advisors
Massachusetts
$68K +$68K +620 New
ACA
649
Aptus Capital Advisors
Alabama
$67K +$62.6K +565 +1,413%
S
650
SignatureFD
Georgia
$63K +$31.9K +288 +103%
24 25
26
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