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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
$2.61B
2
Bank of America
Bank of America
North Carolina
$773M
3
LPL Financial
LPL Financial
California
$547M
4
Morgan Stanley
Morgan Stanley
New York
$556M
5
CG
Colony Group
Massachusetts
$49.6M

Top Sellers

1
MOACM
Mutual of America Capital Management
New York
$0
2
CFG
Cooper Financial Group
California
$1.91M
3
PSUF
People's United Financial
Connecticut
$77.8M
4
FTUS
Flow Traders U.S.
New York
$0
5
LWM
Liberty Wealth Management
California
$12.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
51
RiverFront Investment Group
Virginia
$32.7M -$6.15M -55,731 -16%
CW
52
CreativeOne Wealth
Kansas
$30M +$7.34M +66,544 +32%
HighTower Advisors
53
HighTower Advisors
Illinois
$28.9M +$1.5M +13,569 +5%
BPA
54
Beacon Pointe Advisors
California
$28.2M +$4.49M +40,695 +19%
IWP
55
Icon Wealth Partners
Texas
$26.6M +$1.83M +16,595 +7%
BAAM
56
Baker Avenue Asset Management
California
$25.9M +$228K +2,065 +0.9%
DBT
57
Dubuque Bank & Trust
Iowa
$24.7M +$2.26M +20,490 +10%
HFA
58
High Falls Advisors
New York
$24.5M +$1.14M +10,314 +5%
PFA
59
Pettinga Financial Advisors
Indiana
$23.7M +$154K +1,392 +0.7%
RFA
60
RTD Financial Advisors
Pennsylvania
$23.3M +$23.3M +211,124 New
NB
61
NBT Bank
New York
$22.3M +$369K +3,344 +2%
BDF
62
Balasa Dinverno & Foltz
$22.2M +$37.3K +338 +0.2%
Kayne Anderson Rudnick Investment Management
63
Kayne Anderson Rudnick Investment Management
California
$21.7M +$21.6M +195,933 +51,561%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$21.5M +$17.3M +156,669 +411%
1WM
65
1900 Wealth Management
Texas
$21M +$668K +6,057 +3%
SHJ
66
Sharkey, Howes & Javer
Colorado
$20.8M +$1.44M +13,057 +7%
HIM
67
HawsGoodwin Investment Management
Tennessee
$20.2M +$446K +4,044 +2%
WWG
68
West Wealth Group
California
$19.6M +$19.6M +177,964 New
FIA
69
Foundations Investment Advisors
Arizona
$19.4M +$950K +8,867 +5%
SW
70
SteelPeak Wealth
California
$19.2M +$1.76M +15,926 +10%
MA
71
MUFG Americas
New York
$19.2M +$164K +1,485 +0.9%
APW
72
Austin Private Wealth
Texas
$18.9M +$1.26M +11,408 +7%
PFG
73
PAX Financial Group
Texas
$18.7M +$650K +5,889 +4%
JPMPWA
74
J.P. Morgan Private Wealth Advisors
California
$18.1M +$5.26M +47,724 +41%
QC
75
Quent Capital
New York
$18M +$18M +163,524 New
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