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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 %
SFM
651
Signet Financial Management
New Jersey
$61K +$61K +557 New
GI
652
Gradient Investments
Minnesota
$59K -$34.1K -310 -37%
MPWT
653
MassMutual Private Wealth & Trust
Connecticut
$58K -$103K -942 -64%
IWP
654
IAG Wealth Partners
Wisconsin
$57K +$39.4K +358 +224%
MW
655
Milestone Wealth
New York
$56K +$56K +506 New
HWM
656
HighMark Wealth Management
Minnesota
$54K – – –
BAM
657
Barrett Asset Management
New York
$54K – – –
SPA
658
Shore Point Advisors
New Jersey
$52K +$52K +472 New
CT
659
Cambridge Trust
Massachusetts
$52K +$52K +475 New
BA
660
Ballast Advisors
Minnesota
$49K – – –
OIA
661
Optimum Investment Advisors
Illinois
$49K – – –
BCPWM
662
Bradley & Co Private Wealth Management
Florida
$47K – – –
COCM
663
Charter Oak Capital Management
New Hampshire
$44K – – –
AWM
664
Abound Wealth Management
Tennessee
$43.9K +$43.9K +398 New
OA
665
Operose Advisors
Wisconsin
$41K +$41K +375 New
AIM
666
Anchor Investment Management
South Carolina
$40K – – –
IAIM
667
Industrial Alliance Investment Management
Quebec, Canada
$40K +$40K +372 New
CCM
668
Chilton Capital Management
Texas
$37K +$37K +337 New
SCA
669
Sandy Cove Advisors
Massachusetts
$36K +$36K +322 New
EWM
670
Endurance Wealth Management
Rhode Island
$34K – – –
PO
671
Private Ocean
California
$34K – – –
EW
672
Emerson Wealth
Michigan
$34K – – –
BWP
673
Baldwin Wealth Partners
Massachusetts
$32K – – –
JWBC
674
John W. Brooker & Co
California
$31K +$31K +282 New
ACK
675
Andrew C. Karlinski
$29K +$29K +263 New
25 26
27
28 29