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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 %
BAAM
51
Baker Avenue Asset Management
California
$24.8M -$310K -2,914 -1%
IWP
52
Icon Wealth Partners
Texas
$23.9M +$4.87M +45,761 +26%
BPA
53
Beacon Pointe Advisors
California
$22.9M +$3.7M +34,750 +19%
PFA
54
Pettinga Financial Advisors
Indiana
$22.8M +$6.55M +61,483 +40%
HFA
55
High Falls Advisors
New York
$22.5M +$6.25M +58,745 +38%
CW
56
CreativeOne Wealth
Kansas
$21.9M +$7.26M +67,914 +49%
DBT
57
Dubuque Bank & Trust
Iowa
$21.6M +$1.61M +15,105 +8%
BDF
58
Balasa Dinverno & Foltz
$21.4M -$251K -2,353 -1%
NB
59
NBT Bank
New York
$21.2M -$1.03M -9,694 -5%
CIAS
60
CFS Investment Advisory Services
New Jersey
$20.5M +$20.5M +192,241 New
CFG
61
Cooper Financial Group
California
$20M +$3.73M +35,023 +23%
1WM
62
1900 Wealth Management
Texas
$19.6M +$895K +8,407 +5%
HIM
63
HawsGoodwin Investment Management
Tennessee
$19.1M -$35.6K -334 -0.2%
SHJ
64
Sharkey, Howes & Javer
Colorado
$18.7M +$6.46M +60,697 +53%
MA
65
MUFG Americas
New York
$18.3M +$596K +5,599 +3%
FIA
66
Foundations Investment Advisors
Arizona
$18.2M +$3.38M +31,929 +23%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$18.1M +$3.72M +34,966 +26%
TAIM
68
TD Ameritrade Investment Management
Nebraska
$17.7M -$8.57M -95,396 -33%
PFG
69
PAX Financial Group
Texas
$17.4M +$2.63M +24,667 +18%
APW
70
Austin Private Wealth
Texas
$17M +$3.19M +29,965 +23%
SW
71
SteelPeak Wealth
California
$16.8M +$5.06M +47,524 +43%
CP
72
Covenant Partners
Tennessee
$16.7M -$676K -6,350 -4%
SCA
73
STALEY CAPITAL ADVISERS
Pennsylvania
$15.7M -$53.2K -500 -0.3%
HPC
74
Hobart Private Capital
North Carolina
$15.6M +$3.06M +28,695 +24%
Prudential Financial
75
Prudential Financial
New Jersey
$15.1M +$3.81M +34,095 +34%
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